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WO-01340940 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health - Roche — 4300 Hacienda Dr, Pleasanton CA, 94588

Jan 30, 2026 → Mar 2, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (17 biz days late)
Active: 18 biz days
🕐 Clock stopped: Completed (Feb 26, 2026)
▶ Clock Running
Status: Created
Jan 30 → Jan 30, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 30 → Jan 30, 2026
0 business days (counted)
Running total: 0 of ? biz days used
3d
▶ Clock Running
Status: Assigned
Jan 30 → Feb 4, 2026
3 business days (counted)
Running total: 3 of ? biz days used
2d
▶ Clock Running
Status: Scheduled
Feb 4 → Feb 7, 2026
2 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Completed
Feb 7 → Feb 7, 2026
0 business days (counted)
Running total: 5 of ? biz days used
1d
▶ Clock Running
Status: Reschedule
Feb 7 → Feb 9, 2026
1 business day (counted)
Running total: 6 of ? biz days used
12d
▶ Clock Running
Status: Scheduled
Feb 9 → Feb 26, 2026
12 business days (counted)
Running total: 18 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 26 → Feb 26, 2026
0 business days (counted)
Running total: 18 of ? biz days used
Created: Jan 30, 2026 Completed: Feb 26, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Jan 30 → Jan 30 Created ▶ Running 0 0
Jan 30 → Jan 30 Ready for Scheduling ▶ Running 0 0
Jan 30 → Feb 4 Assigned ▶ Running 3 3
Feb 4 → Feb 7 Scheduled ▶ Running 2 5
Feb 7 → Feb 7 Completed ▶ Running 0 5
Feb 7 → Feb 9 Reschedule ▶ Running 1 6
Feb 9 → Feb 26 Scheduled ▶ Running 12 18
Feb 26 → Feb 26 Tech On Site ▶ Running 0 18
Dispatch 0.0d
Coordinators 21.1d
Field Work 2.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
21.1 days
Over SLA
Field Work
2.9 days
Over SLA
Created: Jan 30, 2026 Due: Feb 27, 2026 Completed: Mar 3, 2026 (3 days late)
📅
21.3 days Total Age
⏱️
13.0d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
16.9d 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 #00563669
eBiotrack - Automated New Inspection Created
Closed
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=32808
Priority
Standard
Origin
Email
Reason
New Case
Contact
Edgar Chavez
Owner
Jessica Sells
Created
Jan 30, 2026
Work Orders from this Case (1)
WO-01340940 (current) Closed
Inspection • Angel Rios
Created: Jan 30, 2026 • Closed: Mar 2, 2026
Completed with significant delays
Closed • 33 days old
🚨
Primary Delay 13.0 days stuck in "Scheduled"
⏱️
Total Delay 16.9 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
0.2d / 1.0d SLA
Assigned
3.9d / 0.5d SLA
Scheduled
16.0d / 2.0d SLA
Reschedule
1.0d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
2.5d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/6 ARios - Will not have time to head to this site today due to 1st inspection on my schedule having a lot of units. Spoke with Edgar Chavez and he agreed to re-schedule for February 18th at 10am.

2-4 Mburris called spoke with Edgar Chavez and set 2-5 2pm / Edgar called back in and asked for wo to be moved to 2-6

🔧 Work Performed
Performed Initial Annual Inspection Service for sites Medical equipment.
🔍 Technician Findings
Perform Initial Annual Inspection Service for sites Medical equipment.
⚠️ Problem Description
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=32808

Timeline

📞
Case Linked Jan 30, 12:03 AM
Case Number: 00563669
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Jan 30, 10:30 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
2 Technician Assigned Jan 30, 11:48 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 17m
⏳ 4.0 business days
🗓️
▶
2 Status: Scheduled Feb 4, 10:33 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-02-05T21:30:00.000+0000
📅
Dispatch Scheduled by Michael Burris Feb 4, 5:18 PM
Scheduled For: 2026-02-06T21:30:00.000+0000
⏳ 2.8 business days
✔️
Status: Completed by Angel Rios Feb 6, 8:41 PM
From: Scheduled, Completed
To: Completed, Reschedule
Duration in Previous: 2d 10h, 0m
⏳ 1.4 business days
🗓️
▶
2 Status: Scheduled Feb 9, 10:20 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-02-18T18:00:00.000+0000
⚠️ 6.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 17, 2:20 PM
Scheduled For: 2026-02-26T18:00:00.000+0000
⚠️ 8.0 business days
🔧
▶
2 Status: Tech On Site Feb 26, 2:20 PM
Status: Tech On Site → Travel Added
🚗
Travel Added
Type: Travel
Status: Open
Qty: 105
⏱️
2x Labor Added Feb 26, 4:41 PM
Type: Labor
Status: Open
Qty: 2.75, 3
✔️
Status: Completed by Angel Rios Feb 26, 5:25 PM
From: Tech On Site
To: Completed
Duration in Previous: 3h 5m
⏱️
2x Labor Added Feb 26, 9:16 PM
Type: Labor, Travel
Status: Open
Qty: 3.75, 105
⏳ 2.3 business days
🏁
Status: Closed by Angel Rios Mar 2, 9:13 PM
From: Completed
To: Closed
Duration in Previous: 4d 3h

Bottlenecks

Assigned
Duration: 3.9 business days (threshold: 4.0 business hours)
Exceeded by 3.4 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 13.0 business days (threshold: 2.0 business days)
Exceeded by 11.0 business days
Completed
Duration: 2.5 business days (threshold: 1.0 business days)
Exceeded by 1.5 business days

🔗 Related Artifacts

📞
Case 00563669
Closed

ℹ️ Work Order Details

Status
Closed
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Angel Rios
Scheduled
Feb 26, 1:00 PM
Created
Jan 30, 10:30 AM
Invoice #
N/A

Work Details (5)

Name Type Status Qty Amount Date
WL-03121429 Travel Open 105 - Feb 26, 2:21 PM
WL-03121839 Labor Open 2.75 $0.00 Feb 26, 4:41 PM
WL-03121840 Labor Open 3 $0.00 Feb 26, 4:41 PM
WL-03122323 Labor Open 3.75 $0.00 Feb 26, 9:16 PM
WL-03122324 Travel Open 105 - Feb 26, 9:16 PM

Details