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WO-01338327 ↗ ServiceMax

JOERNS HEALTHCARE • Evaluation • P7

📍 Carlsbad by the Sea Retirement Community — 2855 Carlsbad Blvd, Carlsbad CA, 92008

Jan 16, 2026 → Jan 26, 2026

🔴 Behind
P7
SLA Clock
7 business days from creation · Target: Jan 28, 2026
✓ SLA Met (1 biz days early)
Active: 6 biz days
Budget: 7 biz days
🕐 Clock stopped: Completed (Jan 27, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 16 → Jan 16, 2026
0 business days (counted)
Running total: 0 of 7 biz days used
0d
▶ Clock Running
Status: Ready for Scheduling
Jan 16 → Jan 19, 2026
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: Assigned
Jan 19 → Jan 19, 2026
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: Entered
Jan 19 → Jan 19, 2026
0 business days (counted)
Running total: 0 of 7 biz days used
3d
▶ Clock Running
Status: Assigned
Jan 19 → Jan 22, 2026
3 business days (counted)
Running total: 3 of 7 biz days used
3d
▶ Clock Running
Status: Scheduled
Jan 22 → Jan 27, 2026
3 business days (counted)
Running total: 6 of 7 biz days used
▶ Clock Running
Status: Tech On Site
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 6 of 7 biz days used
Created: Jan 16, 2026 Completed: Jan 27, 2026
Business Days Used 6 / 7
0 7d budget
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Jan 16 → Jan 16 Created ▶ Running 0 0 / 7
Jan 16 → Jan 19 Ready for Scheduling ▶ Running 0 0 / 7
Jan 19 → Jan 19 Assigned ▶ Running 0 0 / 7
Jan 19 → Jan 19 Entered ▶ Running 0 0 / 7
Jan 19 → Jan 22 Assigned ▶ Running 3 3 / 7
Jan 22 → Jan 27 Scheduled ▶ Running 3 6 / 7
Jan 27 → Jan 27 Tech On Site ▶ Running 0 6 / 7
Dispatch 0.0d
Coordinators 6.0d
Field Work 0.3d
✓ SLA Met
Dispatch
0.0 days
Coordinators
6.0 days
Over SLA
Field Work
0.3 days
Created: Jan 16, 2026 Due: Jan 27, 2026 (37 days overdue)
📅
6.0 days Total Age
⏱️
16.0d in Closed Longest Stage
🔄
8 transitions Status Changes
⚠️
18.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00557179
L2 Review - Healthcare
Closed
Q-00031938 1 of 2 2x - ACX bed frames with brake issues. When brake lever is used, no locking occurs on any of the casters (1 steer, 3 total lock). All 4 casters still have full rotation and rolling capability. No physical damage to lever or casters themselves. Seems likely to be the braking mechanism itself that is damaged, but Joe would still like a quote to have a third party tech come and evaluate both frames to confirm that hypothesis. Could you please provide us with a cost to send a technician out to service these two frames? https://www.ebiotrack.com/workorder.php?wo=70988
Priority
Standard
Origin
Email
Reason
New Case
Contact
Caroline Polk
Owner
Shelby Robinson
Created
Jan 8, 2026
Work Orders from this Case (2)
WO-01338326 Billing Review
Evaluation • Omar Serrano
Created: Jan 16, 2026 • Closed: Jan 26, 2026
WO-01338327 (current) Billing Review
Evaluation • Omar Serrano
Created: Jan 16, 2026 • Closed: Jan 26, 2026
Behind Schedule - Needs Attention
Billing Review • 47 days old
🚨
Primary Delay 16.0 days stuck in "Closed"
⏱️
Total Delay 18.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Ready for Scheduling
0.5d / 1.0d SLA
Assigned
3.0d / 0.5d SLA
Scheduled
2.6d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.2d / 1.0d SLA
Closed
16.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/18/26 DPatton - moving to BR for Acct Manager review

1-22 Mburrus called site set w/ Caroline Polk 1-26 10am

1-19 Mburris email sent to POC looking for 1-21

🔧 Work Performed
Arrived on site and checked in with front desk as sign in was required. Next was escorted to meet with joe at his office, from there we traveled so location were tables stored. Upon finding them they explained issues they are currently encountering. To start began checking to ensure linkage moving in both side of the table. Did confirm wear and tear on axle and pedal but nothing to cause the brakes not to engage. Removed both tires one at a time from side with pedal and using a small pice of metal with the hexagon shape like the axel. I test each tire to determine if tires would lock in place or cause issue with them not locking. In fact did determine tires were not staying in lock position when trying to engage them. Put all tables away while trying to located JOE but after other employees tried to radio for him we could not locate him. Left message with two assistant maintenance works of suggestion of replacing parts. Also tried several time to called Caroline and left voicemail but did not receive call back. Evaluation determined wheels closest to foot pedal should be replaced.
🔍 Technician Findings
Customer states unit is having braking issues
⚠️ Problem Description
Q-00031938 2 of 2 2x - ACX bed frames with brake issues. When brake lever is used, no locking occurs on any of the casters (1 steer, 3 total lock). All 4 casters still have full rotation and rolling capability. No physical damage to lever or casters themselves. Seems likely to be the braking mechanism itself that is damaged, but Joe would still like a quote to have a third party tech come and evaluate both frames to confirm that hypothesis. Could you please provide us with a cost to send a technician out to service these two frames? https://www.ebiotrack.com/workorder.php?wo=70989

Timeline

📞
Case Linked Jan 8, 12:24 PM
Case Number: 00557179
Subject: L2 Review - Healthcare
Status: Closed
⚠️ 7.0 business days
📋
2 Work Order Created Jan 16, 3:18 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
1.0 business days
👷
2 Technician Assigned Jan 19, 9:38 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 18h
🆕
2 Status: Entered Jan 19, 9:45 AM
Status: Entered → Technician Assigned
👷
Technician Assigned by Michael Burris
Technician: Omar Serrano
3.0 business days
🗓️
2 Status: Scheduled Jan 22, 4:04 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-01-26T18:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Jan 23, 2:38 PM
Scheduled For: 2026-01-26T17:00:00.000+0000, 2026-01-26T18:00:00.000+0000
2.0 business days
🔧
Status: Tech On Site by Omar Serrano Jan 26, 8:44 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 4h
⏱️
2 Labor Added Jan 26, 9:47 PM
Labor Added → Status: Completed
✔️
Status: Completed by Omar Serrano
From: Tech On Site
To: Completed
Duration in Previous: 1h 4m
🏁
Status: Closed by Omar Serrano Jan 26, 11:30 PM
From: Completed
To: Closed
Duration in Previous: 1h 41m
🚨 16.1 business days
💵
Status: Billing Review by Diane Patton Feb 18, 1:41 PM
From: Closed
To: Billing Review
Duration in Previous: 22d 14h

Bottlenecks

Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Scheduled
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 4.7 business hours
Closed
Duration: 16.0 business days (threshold: 1.0 business days)
Exceeded by 15.0 business days

🔗 Related Artifacts

📞
Case 00557179
Closed

ℹ️ Work Order Details

Status
Billing Review
Priority
P7
Type
Evaluation
Branch
Corporate
Technician
Omar Serrano
Scheduled
Jan 26, 1:00 PM
Created
Jan 16, 3:18 PM
Invoice #
N/A

Work Details (1)

Name Type Status Qty Amount Date
WL-03079505 Labor Open 1.25 $155.00 Jan 26, 9:47 PM

Details