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WO-01318623 ↗ ServiceMax

Infusion for Health • Inspection • PSM

📍 CA Laguna Hills — 24012 Calle De La Plata Suite #230, Laguna Hills CA, 92653

Dec 3, 2025 → Feb 23, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (35 biz days late)
Active: 55 biz days
🕐 Clock stopped: Completed (Feb 24, 2026)
▶ Clock Running
Status: Created
Dec 3 → Dec 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 3 → Dec 9, 2025
4 business days (counted)
Running total: 4 of ? biz days used
34d
▶ Clock Running
Status: Assigned
Dec 9 → Jan 29, 2026
34 business days (counted)
Running total: 38 of ? biz days used
17d
▶ Clock Running
Status: Scheduled
Jan 29 → Feb 24, 2026
17 business days (counted)
Running total: 55 of ? biz days used
Created: Dec 3, 2025 Completed: Feb 24, 2026
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Dec 3 → Dec 3 Created ▶ Running 0 0
Dec 3 → Dec 9 Ready for Scheduling ▶ Running 4 4
Dec 9 → Jan 29 Assigned ▶ Running 34 38
Jan 29 → Feb 24 Scheduled ▶ Running 17 55
Dispatch 0.0d
Coordinators 55.4d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
55.4 days
Over SLA
Created: Dec 3, 2025 Due: Feb 27, 2026 Completed: Feb 24, 2026 (3 days early)
📅
54.6 days Total Age
⏱️
34.7d in Assigned Longest Stage
🔄
5 transitions Status Changes
⚠️
53.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00548227
eBiotrack - Automated New Inspection Created
Closed
Initial Annual Inspection Service Equipment - 35 https://www.ebiotrack.com/inspection.php?iid=31631
Priority
Standard
Origin
Email
Reason
New Case
Contact
Danielle Lohrman
Owner
Jessica Foley
Created
Dec 3, 2025
Work Orders from this Case (1)
WO-01318623 (current) Invoiced
Inspection • Rene Yescas
Created: Dec 3, 2025 • Closed: Feb 23, 2026
Completed with significant delays
Invoiced • 253 days old
🚨
Primary Delay 34.7 days stuck in "Assigned"
⏱️
Total Delay 53.9 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
4.2d / 1.0d SLA
Assigned
34.7d / 0.5d SLA
Scheduled
16.6d / 2.0d SLA
Closed
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1-29 Mburris email from POC Danielle she needs 2-16 10am

1-29 Mburris email sent to POC looking for 2-3

12/11/25 RBerry- Emailed Danielle Lohman to discuss scheduling. See logged email.

🔧 Work Performed
performed annual inspection service,service complete
🔍 Technician Findings
annual inspection needed
⚠️ Problem Description
Initial Annual Inspection Service Equipment - 35 https://www.ebiotrack.com/inspection.php?iid=31631

Timeline

📞
Case Linked Dec 3, 12:01 AM
Case Number: 00548227
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Dec 3, 5:22 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Foley
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
4.8 business days
👷
2 Technician Assigned Dec 9, 1:30 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 5d 20h
🚨 35.0 business days
🗓️
2 Status: Scheduled Jan 29, 5:48 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-02-16T18:00:00.000+0000
⚠️ 9.8 business days
📅
Dispatch Scheduled by Michael Burris Feb 11, 3:18 PM
Scheduled For: 2026-02-16T19:30:00.000+0000, 2026-02-16T19:00:00.000+0000, 2026-02-16T20:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 13, 2:18 PM
Scheduled For: 2026-02-23T20:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Michael Burris Feb 20, 5:28 PM
Scheduled For: 2026-02-23T21:00:00.000+0000
1.8 business days
⏱️
2 5x Labor Added Feb 23, 10:15 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Rene Yescas
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 25d 4h, 0m
3.2 business days
📄
Status: Ready to Bill by Diane Patton Feb 26, 10:15 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 11h, 0m
3.0 business days
🧾
Invoice Created Mar 2, 10:34 AM
Invoice Number: SM-254948

Bottlenecks

Ready for Scheduling
Duration: 4.2 business days (threshold: 1.0 business days)
Exceeded by 3.2 business days
Assigned
Duration: 34.7 business days (threshold: 4.0 business hours)
Exceeded by 34.2 business days
Scheduled
Duration: 16.6 business days (threshold: 2.0 business days)
Exceeded by 14.6 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00548227
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Rene Yescas
Scheduled
Feb 23, 4:00 PM
Created
Dec 3, 5:22 PM
Invoice #
SM-254948

Work Details (5)

Name Type Status Qty Amount Date
WL-03117051 Labor Open 1 $0.00 Feb 23, 10:15 PM
WL-03117052 Labor Open 4 $1,245.00 Feb 23, 10:15 PM
WL-03117053 Labor Open 1 $0.00 Feb 23, 10:15 PM
WL-03117054 Travel Open 15 - Feb 23, 10:15 PM
WL-03117055 Travel Open 15 - Feb 23, 10:15 PM

Details