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WO-01327888 ↗ ServiceMax

Crossover Health Management Services • Virtual Tech - Field Repair • P3

📍 Cross Health Medical Group - Fidelity Covington, KY — 100 Magellan Way (Ground Floor West Wing), Covington KY, 41015

Dec 23, 2025 → Feb 17, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Dec 29, 2025
✗ SLA Missed (34 biz days late)
Active: 37 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 18, 2026)
SLA Target
▶ Clock Running
Status: Created
Dec 23 → Dec 23, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 23 → Dec 23, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
3d
▶ Clock Running
Status: Assigned
Dec 23 → Dec 29, 2025
3 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Entered
Dec 29 → Dec 29, 2025
0 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 29 → Dec 29, 2025
0 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Assigned
Dec 29 → Dec 30, 2025
1 business day (counted)
Running total: 4 of 3 biz days used
8d
▶ Clock Running
Status: Scheduled
Dec 30 → Jan 12, 2026
8 business days (counted)
Running total: 12 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Jan 12 → Jan 13, 2026
1 business day (counted)
Running total: 13 of 3 biz days used
▶ Clock Running
Status: Incomplete
Jan 13 → Jan 13, 2026
0 business days (counted)
Running total: 13 of 3 biz days used
▶ Clock Running
Status: Completed
Jan 13 → Jan 13, 2026
0 business days (counted)
Running total: 13 of 3 biz days used
▶ Clock Running
Status: Closed
Jan 13 → Jan 14, 2026
1 business day (counted)
Running total: 14 of 3 biz days used
19d
▶ Clock Running
Status: Incomplete
Jan 14 → Feb 11, 2026
19 business days (counted)
Running total: 33 of 3 biz days used
2d
▶ Clock Running
Status: Reschedule
Feb 11 → Feb 16, 2026
2 business days (counted)
Running total: 35 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 16 → Feb 16, 2026
0 business days (counted)
Running total: 35 of 3 biz days used
▶ Clock Running
Status: Scheduled
Feb 16 → Feb 17, 2026
1 business day (counted)
Running total: 36 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Feb 17 → Feb 18, 2026
1 business day (counted)
Running total: 37 of 3 biz days used
Created: Dec 23, 2025 Completed: Feb 18, 2026
Business Days Used 37 / 3
0 3d budget +34d over
Show SLA Clock Detail (16 periods)
Period Status Clock Biz Days Running Total
Dec 23 → Dec 23 Created ▶ Running 0 0 / 3
Dec 23 → Dec 23 Ready for Scheduling ▶ Running 0 0 / 3
Dec 23 → Dec 29 Assigned ▶ Running 3 3 / 3
Dec 29 → Dec 29 Entered ▶ Running 0 3 / 3
Dec 29 → Dec 29 Ready for Scheduling ▶ Running 0 3 / 3
Dec 29 → Dec 30 Assigned ▶ Running 1 4 / 3
Dec 30 → Jan 12 Scheduled ▶ Running 8 12 / 3
Jan 12 → Jan 13 Tech On Site ▶ Running 1 13 / 3
Jan 13 → Jan 13 Incomplete ▶ Running 0 13 / 3
Jan 13 → Jan 13 Completed ▶ Running 0 13 / 3
Jan 13 → Jan 14 Closed ▶ Running 1 14 / 3
Jan 14 → Feb 11 Incomplete ▶ Running 19 33 / 3
Feb 11 → Feb 16 Reschedule ▶ Running 2 35 / 3
Feb 16 → Feb 16 Assigned ▶ Running 0 35 / 3
Feb 16 → Feb 17 Scheduled ▶ Running 1 36 / 3
Feb 17 → Feb 18 Tech On Site ▶ Running 1 37 / 3
Dispatch 0.0d
Coordinators 18.6d
Field Work 2.1d
Incomplete 20.0d (excluded)
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
18.6 days
Over SLA
Field Work
2.1 days
Over SLA
Incomplete (excluded from total)
20.0 days
Billing
0.0 days
Created: Dec 23, 2025 Due: Feb 19, 2026 Completed: Feb 18, 2026 (1 days early)
📅
36.8 days Total Age
⏱️
20.0d in Incomplete Longest Stage
🔄
16 transitions Status Changes
⚠️
14.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
8 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Franco Jackson — scheduling delays attributed to technician, not coordinators
Visit 1 Jan 12, 2026
Visit 2 Feb 17, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00553967
<no subject>
Closed
Table is making loud sounds when being moved up/down. The sounds are worse if there is a patient on the table. Site: Cross Health Medical Group - Fidelity Covington, KYCity: CovingtonCity: KYModel: BodyMed - PT TableCity: 12997743
Priority
Standard
Origin
Email
Reason
New Case
Contact
Erik Krievs
Owner
Virtual Tech
Created
Dec 23, 2025
Work Orders from this Case (1)
WO-01327888 (current) Invoiced
Virtual Tech - Field Repair • Franco Jackson
Created: Dec 23, 2025 • Closed: Feb 17, 2026
Completed with significant delays
Invoiced • 233 days old
🚨
Primary Delay 20.0 days stuck in "Incomplete"
⏱️
Total Delay 14.3 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
5.0d / 0.5d SLA
Scheduled
10.0d / 2.0d SLA
Completed
1.4d / 1.0d SLA
Incomplete
20.0d
Closed
4.0d / 1.0d SLA
Reschedule
2.9d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/16/2026 CRamen spoke to Erik Krievs and scheduled for tomorrow Tuesday 2/17/2026 with tech arrival between 11-1. Tech Robert Franco Jackson. Contact franco.jackson@emsar.com 513-430-9927


2/16/2026 CRamen LYoder in scheduling chat said we can send Franco.


2/16/26 RBerry- Updated due date per response from VT that tech needs to return to site and complete the steps listed in special instructions.


2/26/2026 CRamen Chattered Wendy inquiring about parts. Wendys response: @Charles Ramen After working with the manf they will be sending parts if needed but requested the tech return and complete the steps listed in special instructions.

 


Wendy Argueta



2/13/2026 CRamen left a vm for a returned call to see if parts were ordered/received so we can schedule repair. 


1/27 Wargueta emailed/called manf for parts needed

1/14 WArgueta placed WO in incomplete and reached out to manf for part numbers 


12/30/2025 CRamen Logged email scheduling for Monday 1/12/2026 with tech arrival between 9-11am. Facility could only do Mondays or Fridays and next available was 1/12


12/29/2025jsells

Hi Melissa - this should be for our health clinic at Fidelity in Covington, Kentucky.

12/29/25 RBerry- Emailed Erik Krievs to schedule for 12/30/25 with arrival time between 9-11AM. Waiting for confirmation. See logged email.


12/29/25 RBerry- LM with Erik Krievs to discuss scheduling. Could not log call in RC. Logged call manually.

12/29 KHardison - Updated location.

12/29 MOwens Erik replied back to the email that this location is in Covington KY not Durham NC

12/26 MOwens Sent email to Erik asking for good dates to schedule the visit for next week.

12/23 MOwens Called to speak to Erik Krievs. Left a vm for him to call back about scheduling the visit.

🔧 Work Performed
17feb2026 fjackson loosened bolts and used wd 40 in between bolts and joints, tested and unit not making noise 1/12/26 Evaluated unit. Spoke to staff to find out more details. ran unit up and down. tightened hardware and ran it up and down. unit makes a lot of noise near top and near bottom. i am attaching picture with markings of what i need. cant find part numbers i need 2 each of thebolts that are highlighted. each of those has a plastic bushing. hardware for mounting actuator.
🔍 Technician Findings
worn hardware and bushings
⚠️ Problem Description
Troubleshoot: Table is making loud sounds when being moved up/down. The sounds are worse if there is a patient on the table. Site: Cross Health Medical Group - Fidelity Covington, KYCity: CovingtonCity: KYModel: BodyMed - PT TableCity: 12997743 https://www.ebiotrack.com/workorder.php?wo=70546

Timeline

📞
Case Linked Dec 23, 3:31 PM
Case Number: 00553967
Subject: <no subject>
Status: Closed
📋
2 Work Order Created Dec 23, 3:53 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Dec 23, 4:41 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 47m
3.9 business days
🆕
Status: Entered by Melissa Owens Dec 29, 8:33 AM
From: Assigned
To: Entered
Duration in Previous: 5d 15h
📅
Status: Ready for Scheduling by Kimberly Hardison Dec 29, 8:56 AM
From: Entered
To: Ready for Scheduling
Duration in Previous: 22m
👷
2 Technician Assigned Dec 29, 1:14 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4h 17m
🗓️
2 Status: Scheduled Dec 30, 9:27 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-01-12T15:00:00.000+0000
⚠️ 9.0 business days
🔧
Status: Tech On Site by Jordan Moceri Jan 12, 9:25 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 12d 23h
⏱️
3 3x Labor Added Jan 12, 9:59 PM
3x Labor Added → Status: Incomplete → Status: Closed
⚠️
Status: Incomplete by Jordan Moceri
From: Completed, Tech On Site
To: Incomplete, Completed
Duration in Previous: 12h 35m, 0m
🏁
Status: Closed by Jordan Moceri
From: Incomplete
To: Closed
Duration in Previous: 1m
2.2 business days
⚠️
Status: Incomplete by Wendy Argueta Jan 14, 8:50 AM
From: Closed
To: Incomplete
Duration in Previous: 1d 10h
🚨 20.0 business days
🔄
Status: Reschedule by Wendy Argueta Feb 11, 11:39 AM
From: Incomplete
To: Reschedule
Duration in Previous: 28d 2h
3.0 business days
👷
3 Technician Assigned Feb 16, 11:48 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Reschedule, Assigned
To: Assigned, Scheduled
Duration in Previous: 5d 0h, 0m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-02-17T16:00:00.000+0000
1.0 business days
🔧
Status: Tech On Site by Robert Jackson Feb 17, 4:35 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 4h
⏱️
2 5x Labor Added Feb 17, 10:28 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Robert Jackson
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 5h 52m, 0m
2.2 business days
📄
2 Status: Ready to Bill Feb 19, 9:39 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
2.0 business days
🧾
Invoice Created Feb 22, 11:10 PM
Invoice Number: SM-254335

Bottlenecks

Assigned
Duration: 3.3 business days (threshold: 4.0 business hours)
Exceeded by 2.8 business days
Assigned
Duration: 1.7 business days (threshold: 4.0 business hours)
Exceeded by 1.2 business days
Scheduled
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Completed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.0 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Reschedule
Duration: 2.9 business days (threshold: 2.0 business days)
Exceeded by 7.3 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00553967
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
N/A
Technician
Franco Jackson
Scheduled
Feb 17, 11:00 AM
Created
Dec 23, 3:53 PM
Invoice #
SM-254335

Work Details (8)

Name Type Status Qty Amount Date
WL-03062725 Labor Open 2.6666666666667 $0.00 Jan 12, 9:59 PM
WL-03062726 Labor Open 1.3833333333333 $178.50 Jan 12, 9:59 PM
WL-03062727 Travel Open 125 - Jan 12, 9:59 PM
WL-03109716 Labor Open 0.5 $59.50 Feb 17, 10:28 PM
WL-03109717 Labor Open 1.25 $148.75 Feb 17, 10:28 PM
WL-03109718 Labor Open 0.75 $89.25 Feb 17, 10:28 PM
WL-03109719 Travel Open 16 - Feb 17, 10:28 PM
WL-03109720 Travel Open 26 - Feb 17, 10:28 PM

Details