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WO-01328174 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health - Plano — 7701 Legacy Dr. Ste 1C.26F, Plano TX, 75024

Dec 29, 2025 → Feb 23, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (34 biz days late)
Active: 37 biz days
🕐 Clock stopped: Completed (Feb 23, 2026)
▶ Clock Running
Status: Created
Dec 29 → Dec 29, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 29 → Dec 29, 2025
0 business days (counted)
Running total: 0 of ? biz days used
9d
▶ Clock Running
Status: Assigned
Dec 29 → Jan 12, 2026
9 business days (counted)
Running total: 9 of ? biz days used
24d
▶ Clock Running
Status: Scheduled
Jan 12 → Feb 17, 2026
24 business days (counted)
Running total: 33 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 17 → Feb 17, 2026
0 business days (counted)
Running total: 33 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Feb 17 → Feb 23, 2026
4 business days (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 23 → Feb 23, 2026
0 business days (counted)
Running total: 37 of ? biz days used
Created: Dec 29, 2025 Completed: Feb 23, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Dec 29 → Dec 29 Created ▶ Running 0 0
Dec 29 → Dec 29 Ready for Scheduling ▶ Running 0 0
Dec 29 → Jan 12 Assigned ▶ Running 9 9
Jan 12 → Feb 17 Scheduled ▶ Running 24 33
Feb 17 → Feb 17 Tech On Site ▶ Running 0 33
Feb 17 → Feb 23 Scheduled ▶ Running 4 37
Feb 23 → Feb 23 Tech On Site ▶ Running 0 37
Dispatch 0.0d
Coordinators 39.9d
Field Work 1.1d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
39.9 days
Over SLA
Field Work
1.1 days
Created: Dec 29, 2025 Due: Feb 27, 2026 Completed: Feb 23, 2026 (4 days early)
📅
38.0 days Total Age
⏱️
24.9d in Scheduled Longest Stage
🔄
9 transitions Status Changes
⚠️
37.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Zachary Stieben — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 17, 2026
Visit 2 Feb 23, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00554417
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 24 Pcs https://www.ebiotrack.com/inspection.php?iid=32112
Priority
Standard
Origin
Email
Reason
New Case
Contact
Mark Adkins
Owner
Kimberly Hardison
Created
Dec 27, 2025
Work Orders from this Case (1)
WO-01328174 (current) Invoiced
Inspection • Zachary Stieben
Created: Dec 29, 2025 • Closed: Feb 23, 2026
Completed with significant delays
Invoiced • 227 days old
🚨
Primary Delay 24.9 days stuck in "Scheduled"
⏱️
Total Delay 37.6 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
0.0d / 1.0d SLA
Assigned
10.0d / 0.5d SLA
Scheduled
29.9d / 2.0d SLA
Tech On Site
0.3d / 1.0d SLA
Completed
0.8d / 1.0d SLA
Closed
3.2d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/17 KKelch- FSE rescheduled directly with the site

1/12 KKelch called William back to reschedule for 2/17 between 9 and 11 am due to site being closed for President's Day. Customer confirmed.

1/12 KKelch William called me back to schedule for 2/16 between 9 and 11 am. Customer confirmed. 

1/12 KKelch called William to schedule for 2/16 between 9 and 11 am. Left VM. 

1/5 KKelch-per Mark, he is no longer over the TX clinics and this should be updated to William Recker, sent a chatter to ASM to update

12/29 KKelch sent Mark an email for scheduling

🔧 Work Performed
Inspected 31 pieces of equipment. Completed EBT inspection report.
🔍 Technician Findings
2/17/2026 Zachary Stieben arrived on site. Upon arrival site manager Anissah J stated that she was not aware of the inspection being scheduled for 2/17/26 and that the exam rooms were occupied and that she would prefer to reschedule for another date. Contacted tech coordinator Katlin and rescheduled inspection. 2/23/26 Zachary Stieben arrived on site. Found 31 pieces of equipment to be inspected.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 24 Pcs https://www.ebiotrack.com/inspection.php?iid=32112

Timeline

📞
Case Linked Dec 27, 6:00 AM
Case Number: 00554417
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
4 Work Order Created Dec 29, 8:55 AM
Work Order Created → Status: Ready for Scheduling → Technician Assigned → Status: Assigned
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
Technician Assigned by Kaitlyn Kelch
Technician: Zachary Stieben
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4m
🚨 10.0 business days
🗓️
3 Status: Scheduled Jan 12, 11:28 AM
Status: Scheduled → Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-16T15:00:00.000+0000
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-17T15:00:00.000+0000
🚨 25.0 business days
🔧
Status: Tech On Site by Zachary Stieben Feb 17, 9:20 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 35d 21h
🗓️
2 Status: Scheduled Feb 17, 9:56 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-23T14:00:00.000+0000
🚗
2 Travel Added Feb 17, 3:29 PM
Travel Added → 2x Labor Added
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 1, 0.5
⚠️ 5.0 business days
🔧
Status: Tech On Site by Zachary Stieben Feb 23, 8:51 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 22h
✔️
Status: Completed by Zachary Stieben Feb 23, 10:55 AM
From: Tech On Site
To: Completed
Duration in Previous: 2h 3m
🚗
3 Travel Added Feb 23, 5:21 PM
Travel Added → 2x Labor Added → Status: Closed
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 0.66666666666667, 2.1666666666667
🏁
Status: Closed by Zachary Stieben
From: Completed
To: Closed
Duration in Previous: 6h 29m
3.8 business days
📄
Status: Ready to Bill by Diane Patton Feb 26, 10:21 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 16h, 0m
2.0 business days
🧾
Invoice Created Feb 27, 5:22 PM
Invoice Number: SM-254949

Bottlenecks

Assigned
Duration: 10.0 business days (threshold: 4.0 business hours)
Exceeded by 9.5 business days
Scheduled
Duration: 24.9 business days (threshold: 2.0 business days)
Exceeded by 22.9 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 3.2 business days (threshold: 1.0 business days)
Exceeded by 2.2 business days

🔗 Related Artifacts

📞
Case 00554417
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Zachary Stieben
Scheduled
Feb 23, 9:00 AM
Created
Dec 29, 8:55 AM
Invoice #
SM-254949

Work Details (6)

Name Type Status Qty Amount Date
WL-03108879 Travel Open 24 - Feb 17, 3:29 PM
WL-03108883 Labor Open 1 $0.00 Feb 17, 3:31 PM
WL-03108884 Labor Open 0.5 $0.00 Feb 17, 3:31 PM
WL-03116648 Travel Open 24 - Feb 23, 5:21 PM
WL-03116649 Labor Open 0.66666666666667 $0.00 Feb 23, 5:23 PM
WL-03116650 Labor Open 2.1666666666667 $1,495.00 Feb 23, 5:23 PM

Details