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WO-01338595 ↗ ServiceMax

Valleygate Dental Surgery Center of Charlotte • Misc. Inspection • P5

📍 Valleygate Dental Surgery Center of Charlotte — 8415 Medical Plaza Dr., Charlotte NC, 28262

Jan 20, 2026 → Jan 22, 2026

✅ Completed
P5
SLA Clock
5 business days from creation · Target: Jan 27, 2026
✓ SLA Met (3 biz days early)
Active: 2 biz days
Budget: 5 biz days
🕐 Clock stopped: Completed (Jan 22, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 20 → Jan 20, 2026
0 business days (counted)
Running total: 0 of 5 biz days used
0d
▶ Clock Running
Status: Ready for Scheduling
Jan 20 → Jan 20, 2026
0 business days (counted)
Running total: 0 of 5 biz days used
1d
▶ Clock Running
Status: Assigned
Jan 20 → Jan 21, 2026
1 business day (counted)
Running total: 1 of 5 biz days used
1d
▶ Clock Running
Status: Scheduled
Jan 21 → Jan 22, 2026
1 business day (counted)
Running total: 2 of 5 biz days used
▶ Clock Running
Status: Tech On Site
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 2 of 5 biz days used
Created: Jan 20, 2026 Completed: Jan 22, 2026
Business Days Used 2 / 5
0 5d budget
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 20 → Jan 20 Created ▶ Running 0 0 / 5
Jan 20 → Jan 20 Ready for Scheduling ▶ Running 0 0 / 5
Jan 20 → Jan 21 Assigned ▶ Running 1 1 / 5
Jan 21 → Jan 22 Scheduled ▶ Running 1 2 / 5
Jan 22 → Jan 22 Tech On Site ▶ Running 0 2 / 5
Dispatch 0.0d
Coordinators 3.9d
Field Work 0.0d
Billing 0.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
3.9 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Jan 20, 2026 Due: Jan 27, 2026 Completed: Jan 22, 2026 (5 days early)
📅
2.9 days Total Age
⏱️
2.1d in Closed Longest Stage
🔄
7 transitions Status Changes
⚠️
1.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00560437
VG CLT Work Order Req
Closed
New Miscellaneous Equipment Inspection I am needing to place a work order request to have 3 patient thermometers inspected. https://www.ebiotrack.com/inspection.php?iid=32561
Priority
Standard
Origin
Email
Reason
New Case
Contact
Megan Franklin
Owner
Sherry Reich
Created
Jan 20, 2026
Work Orders from this Case (1)
WO-01338595 (current) Invoiced
Misc. Inspection • Eric Colon
Created: Jan 20, 2026 • Closed: Jan 22, 2026
Completed with minor delays
Invoiced • 43 days old
🚨
Primary Delay 2.1 days stuck in "Closed"
⏱️
Total Delay 1.9 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
0.6d / 1.0d SLA
Assigned
1.3d / 0.5d SLA
Scheduled
2.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.1d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1/21 MOwens Megan replied back that tomorrow 1/22 after 1pm works to schedule the visit.

1/20 MOwens Sent email to Megan asking if this visit can be scheduled after 1pm on 1/22.

🔧 Work Performed
1/22/26- EColon- Arrived onsite. Checked in with POC and received units. Tagged unit with asset tag, input unit details, function tested units. Units fully functional. 3 units inspected and added to inventory
🔍 Technician Findings
Misc. Equipment inspection
⚠️ Problem Description
New Miscellaneous Equipment Inspection I am needing to place a work order request to have 3 patient thermometers inspected. https://www.ebiotrack.com/inspection.php?iid=32561

Timeline

📞
Case Linked Jan 20, 10:52 AM
Case Number: 00560437
Subject: VG CLT Work Order Req
Status: Closed
📋
2 Work Order Created Jan 20, 12:02 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Technician Assigned Jan 20, 4:49 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4h 45m
📅
2 Dispatch Scheduled Jan 21, 8:47 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 15h 58m
2.0 business days
🚗
2x Travel Added Jan 22, 12:15 PM
Type: Travel
Status: Open
Qty: 11, 103
⏱️
3 3x Labor Added Jan 22, 6:04 PM
3x Labor Added → Status: Tech On Site → Status: Closed
🔧
Status: Tech On Site by Eric Colon
From: Scheduled, Tech On Site
To: Tech On Site, Completed
Duration in Previous: 1d 9h, 0m
🏁
Status: Closed by Eric Colon
From: Completed
To: Closed
Duration in Previous: 1m
2.7 business days
📄
2 Status: Ready to Bill Jan 26, 3:18 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 14.0 business days
🧾
Invoice Created Feb 12, 9:27 AM
Invoice Number: SM-252252

Bottlenecks

Assigned
Duration: 1.3 business days (threshold: 4.0 business hours)
Exceeded by 6.2 business hours
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days

🔗 Related Artifacts

📞
Case 00560437
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
N/A
Technician
Eric Colon
Scheduled
Jan 22, 2:00 PM
Created
Jan 20, 12:02 PM
Invoice #
SM-252252

Work Details (5)

Name Type Status Qty Amount Date
WL-03074944 Travel Open 11 - Jan 22, 12:15 PM
WL-03074945 Travel Open 103 - Jan 22, 12:15 PM
WL-03075759 Labor Open 0.5 $0.00 Jan 22, 6:04 PM
WL-03075760 Labor Open 1 $149.00 Jan 22, 6:04 PM
WL-03075761 Labor Open 2 $298.00 Jan 22, 6:04 PM

Details