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WO-01277968 ↗ ServiceMax

EZ WAY • Preventive Maintenance • PSM

📍 Country Meadows Frederick — 5955 Quinn Orchard Rd, Frederick MD, 21704

Jun 6, 2025 → Present

⛔ Blocked
PSM
SLA Clock
Last business day of June 2025 · Target: Jun 30, 2025
⚠ 276 biz days overdue
Active: 291 biz days
Paused: 5 biz days
▶ Clock Running
Status: Created
Jun 6 → Jun 6, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jun 6 → Jun 6, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jun 6 → Jun 27, 2025
14 business days (counted)
Running total: 14 of ? biz days used
▶ Clock Running
Status: Scheduled
Jun 27 → Jul 7, 2025
5 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jul 7 → Jul 7, 2025
0 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: Incomplete
Jul 7 → Jul 8, 2025
1 business day (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Completed
Jul 8 → Jul 8, 2025
0 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Closed
Jul 8 → Jul 8, 2025
0 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Incomplete
Jul 8 → Jul 8, 2025
0 business days (counted)
Running total: 20 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Jul 8 → Jul 15, 2025
5 business days (not counted)
▶ Clock Running
Status: Ready for Scheduling
Jul 15 → Aug 1, 2025
13 business days (counted)
Running total: 33 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 1 → Aug 8, 2025
5 business days (counted)
Running total: 38 of ? biz days used
253d
▶ Clock Running
Status: On Hold
Aug 8 → Aug 16, 2026
253 business days (counted)
Running total: 291 of ? biz days used
Created: Jun 6, 2025 Today
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Jun 6 → Jun 6 Created ▶ Running 0 0
Jun 6 → Jun 6 Ready for Scheduling ▶ Running 0 0
Jun 6 → Jun 27 Assigned ▶ Running 14 14
Jun 27 → Jul 7 Scheduled ▶ Running 5 19
Jul 7 → Jul 7 Tech On Site ▶ Running 0 19
Jul 7 → Jul 8 Incomplete ▶ Running 1 20
Jul 8 → Jul 8 Completed ▶ Running 0 20
Jul 8 → Jul 8 Closed ▶ Running 0 20
Jul 8 → Jul 8 Incomplete ▶ Running 0 20
Jul 8 → Jul 15 Awaiting Parts ⏸ Paused 5
Jul 15 → Aug 1 Ready for Scheduling ▶ Running 13 33
Aug 1 → Aug 8 Assigned ▶ Running 5 38
Aug 8 → Aug 16 On Hold ▶ Running 253 291
Dispatch 0.0d
Material Management 5.3d
Coordinators 39.9d
Field Work 0.7d
Incomplete 1.0d (excluded)
⚠ Overdue
Dispatch
0.0 days
Material Management
5.3 days
Over SLA
Coordinators
39.9 days
Over SLA
Field Work
0.7 days
Incomplete (excluded from total)
1.0 days
Created: Jun 6, 2025 Due: Jun 30, 2025 (412 days overdue)
📅
296.9 days Total Age
⏱️
14.8d in Assigned Longest Stage
🔄
11 transitions Status Changes
⚠️
38.1d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00499641
Country Meadows Frederick
Closed
Preventative Maintenance inspection requested for 1 EZ Way Sit-to-Stands. 1st visit- to complete inspections and record on paperwork if replacement parts are needed 2nd visit - possible depending on results from 1st visit and customer’s needs. Fm# 5-002S-SC – fill out. (includes parts list on 2nd page if any parts are recommended for replacement) 1) EMSAR technician must return copies of Stand checklist – signed by facility contact. 2) Please let Heather/EZ Way know date of appt. – hmccormick@ezlifts.com EMSAR technician must return form# 5-002S-SC (per unit) – all signed by facility contact. If tech runs into any issues, please contact Service Dept (Casey, Andrea, Heather) (800)627-8940 and press ‘3’ for Service (available 7:00 am to 4:30 pm Central Time)
Priority
High
Origin
Email
Reason
New Case
Contact
Sarah Salmon
Owner
Sherry Reich
Created
Jun 6, 2025
Work Orders from this Case (1)
WO-01277968 (current) On Hold
Preventive Maintenance
Created: Jun 6, 2025
Behind Schedule - Needs Attention
On Hold • 435 days old
🚨
Primary Delay 14.8 days stuck in "Assigned"
⏱️
Total Delay 38.1 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
13.8d / 1.0d SLA
Assigned
20.2d / 0.5d SLA
Scheduled
5.8d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Incomplete
1.0d
Closed
1.0d / 1.0d SLA
Awaiting Parts
5.3d / 3.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

8/8 MOwens Escalating to ASM.

8/8 MOwens Called to speak to Sarah Salmon but had to leave a vm for her to call back.

8/7 MOwens Called to speak to Sarah but she didn't answer and could not leave a vm.

8/1 MOwens Sent email back to Sarah asking if she received the safety clips.

6/26 MOwens Called to speak to Sarah but she was not available. Will send an email requesting to schedule for first available date on 7/7 around 12pm. Sarah relied back to the email that 7/7 around 12pm works for her.


6/6/25 SReich - Originated from case 00499619.

🔧 Work Performed
Unit was inspected and all components passed except 2 safety clips were missing. spoke to sara and she ok'd the purchase of two safety clips at a price of $6.00 each. part number 11014. a call was made to Arjo and spoke to Andrea. she stated this case was Heathers and heather was on vacation. the parts order needs to be placed with her. I will call here 07/08/2025.
🔍 Technician Findings
Preventative Maintenance inspection requested for 1 EZ Way Sit-to-Stands.
⚠️ Problem Description
Preventative Maintenance inspection requested for 1 EZ Way Sit-to-Stands. 1st visit- to complete inspections and record on paperwork if replacement parts are needed 2nd visit - possible depending on results from 1st visit and customer’s needs. Fm# 5-002S-SC – fill out. (includes parts list on 2nd page if any parts are recommended for replacement) 1) EMSAR technician must return copies of Stand checklist – signed by facility contact. 2) Please let Heather/EZ Way know date of appt. – hmccormick@ezlifts.com EMSAR technician must return form# 5-002S-SC (per unit) – all signed by facility contact. If tech runs into any issues, please contact Service Dept (Casey, Andrea, Heather) (800)627-8940 and press ‘3’ for Service (available 7:00 am to 4:30 pm Central Time)
📄 Description
S400PN

Timeline

📞
3 Case Linked Jun 6, 12:32 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01277968
Type: Preventive Maintenance
Priority: PSM
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Technician Assigned Jun 6, 1:42 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 5m
🚨 15.0 business days
🗓️
2 Status: Scheduled Jun 27, 1:32 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-07-07T16:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Michael Harris Jul 7, 12:08 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 9d 22h
⏱️
2 2x Labor Added Jul 7, 2:06 PM
2x Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 2.05
⚠️
Status: Incomplete by Matthew Bateman Jul 7, 5:45 PM
From: Tech On Site
To: Incomplete
Duration in Previous: 5h 36m
✔️
Status: Completed by Michael Harris Jul 7, 11:46 PM
From: Incomplete, Completed
To: Completed, Closed
Duration in Previous: 6h 1m, 0m
⚠️
Status: Incomplete by Rhonnie Reeves Jul 8, 3:37 PM
From: Closed
To: Incomplete
Duration in Previous: 15h 50m
📦
2 Parts Requested Jul 8, 5:15 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Keith Weiss
From: Incomplete
To: Awaiting Parts
Duration in Previous: 1h 38m
💵
Expenses Added Jul 9, 3:09 PM
Type: Expenses
Status: Open
Qty: 1
⚠️ 5.0 business days
📅
Status: Ready for Scheduling by Brittney Burba Jul 15, 2:17 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 6d 21h
🔩
2 Parts Added Jul 15, 3:34 PM
Parts Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🚨 14.0 business days
👷
2 Technician Assigned Aug 1, 4:39 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 17d 2h
⚠️ 5.9 business days
⏸️
Status: On Hold by Melissa Owens Aug 8, 3:48 PM
From: Assigned
To: On Hold
Duration in Previous: 6d 23h

Bottlenecks

Assigned
Duration: 14.8 business days (threshold: 4.0 business hours)
Exceeded by 14.3 business days
Scheduled
Duration: 5.8 business days (threshold: 2.0 business days)
Exceeded by 3.8 business days
Awaiting Parts
Duration: 5.3 business days (threshold: 3.0 business days)
Exceeded by 2.3 business days
Ready for Scheduling
Duration: 13.7 business days (threshold: 1.0 business days)
Exceeded by 12.7 business days
Assigned
Duration: 5.4 business days (threshold: 4.0 business hours)
Exceeded by 4.9 business days

🔗 Related Artifacts

📞
Case 00499641
Closed
📦
Parts Order 00077928
Shipped

ℹ️ Work Order Details

Status
On Hold
Priority
PSM
Type
Preventive Maintenance
Branch
Corporate
Technician
Unassigned
Scheduled
N/A
Created
Jun 6, 12:35 PM
Invoice #
N/A

Work Details (6)

Name Type Status Qty Amount Date
WL-02856001 Labor Open 0.5 $0.00 Jul 7, 2:06 PM
WL-02856003 Travel Open 10 $100.00 Jul 7, 2:06 PM
WL-02856007 Labor Open 2.05 $150.00 Jul 7, 2:07 PM
WL-02859068 Expenses Open 1 $0.00 Jul 9, 3:09 PM
WL-02866184 Parts Open 2 $20.38 Jul 15, 3:34 PM
WL-02866191 Expenses Open 1 $0.00 Jul 15, 3:35 PM

Details