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WO-01328545 ↗ ServiceMax

Atrius Health • Inspection • PSM

📍 Atrius Health - Somerville — 40 Holland St, Somerville MA, 02144

Dec 31, 2025 → Apr 1, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (62 biz days late)
Active: 63 biz days
🕐 Clock stopped: Completed (Apr 2, 2026)
▶ Clock Running
Status: Created
Dec 31 → Dec 31, 2025
0 business days (counted)
Running total: 0 of ? biz days used
30d
▶ Clock Running
Status: Ready for Scheduling
Dec 31 → Feb 13, 2026
30 business days (counted)
Running total: 30 of ? biz days used
11d
▶ Clock Running
Status: Assigned
Feb 13 → Mar 3, 2026
11 business days (counted)
Running total: 41 of ? biz days used
14d
▶ Clock Running
Status: Scheduled
Mar 3 → Mar 23, 2026
14 business days (counted)
Running total: 55 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 23 → Mar 24, 2026
1 business day (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Mar 24 → Mar 25, 2026
1 business day (counted)
Running total: 57 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 25 → Mar 26, 2026
1 business day (counted)
Running total: 58 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 26 → Mar 26, 2026
0 business days (counted)
Running total: 58 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Mar 26 → Mar 27, 2026
1 business day (counted)
Running total: 59 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 27 → Mar 30, 2026
1 business day (counted)
Running total: 60 of ? biz days used
▶ Clock Running
Status: Entered
Mar 30 → Mar 30, 2026
0 business days (counted)
Running total: 60 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 30 → Mar 31, 2026
1 business day (counted)
Running total: 61 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 31 → Apr 2, 2026
2 business days (counted)
Running total: 63 of ? biz days used
Created: Dec 31, 2025 Completed: Apr 2, 2026
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Dec 31 → Dec 31 Created ▶ Running 0 0
Dec 31 → Feb 13 Ready for Scheduling ▶ Running 30 30
Feb 13 → Mar 3 Assigned ▶ Running 11 41
Mar 3 → Mar 23 Scheduled ▶ Running 14 55
Mar 23 → Mar 24 Tech On Site ▶ Running 1 56
Mar 24 → Mar 25 Tech Off Site ▶ Running 1 57
Mar 25 → Mar 26 Tech On Site ▶ Running 1 58
Mar 26 → Mar 26 Scheduled ▶ Running 0 58
Mar 26 → Mar 27 Tech Off Site ▶ Running 1 59
Mar 27 → Mar 30 Scheduled ▶ Running 1 60
Mar 30 → Mar 30 Entered ▶ Running 0 60
Mar 30 → Mar 31 Assigned ▶ Running 1 61
Mar 31 → Apr 2 Scheduled ▶ Running 2 63
Dispatch 0.0d
Coordinators 64.2d
Field Work 6.2d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
64.2 days
Over SLA
Field Work
6.2 days
Over SLA
Billing
0.0 days
Created: Dec 31, 2025 Due: Mar 31, 2026 Completed: Apr 2, 2026 (1 days late)
📅
63.1 days Total Age
⏱️
31.0d in Ready for Scheduling Longest Stage
🔄
14 transitions Status Changes
⚠️
57.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
50 lines Work Details
🚩
7 visits On-Site Trips
📋
Coordinator Scheduling
🚨
7 On-Site Visits
7 on-site visits — critical red flag: repeated failure to resolve
Visit 1 Mar 22, 2026
Visit 2 Mar 23, 2026
Visit 3 Mar 24, 2026
Visit 4 Mar 25, 2026
Visit 5 Mar 26, 2026
Visit 6 Mar 27, 2026
Visit 7 Apr 1, 2026

AI Analysis

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Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00555169
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 948 pcs https://www.ebiotrack.com/inspection.php?iid=32219
Priority
Standard
Origin
Email
Reason
New Case
Contact
Chris Houston
Owner
Jessica Sells
Created
Dec 31, 2025
Work Orders from this Case (1)
WO-01328545 (current) Invoiced
Inspection • Nick O'Neill
Created: Dec 31, 2025 • Closed: Apr 1, 2026
Completed with significant delays
Invoiced • 228 days old
🚨
Primary Delay 31.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 57.2 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
31.0d / 1.0d SLA
Assigned
13.2d / 0.5d SLA
Scheduled
20.1d / 2.0d SLA
Tech On Site
4.0d / 1.0d SLA
Tech Off Site
2.2d / 2.0d SLA
Closed
1.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/31 KSmith --- Scheduled for 4/1 with Chris. 9-11am

2/17 KSmith -- Scheduled for 3/23-3/27 with Chris. Shawn is working on another FSE to assist covering this (Bernard)

2/16 KSmith -- Sent email to schedule for 3/23-3/27 (Nick and Duff assisting)

2/13 KSmith -- Sent email to schedule for 3/23-3/27 (Nick and Duff assisting)

2/4 KSmith -- Shawn is working on getting 2 FSEs to cover this inspection (Bernard, Duff)

🔧 Work Performed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service
🔍 Technician Findings
Inspection: Annual Equipment Electrical Safety Test And Calibration Service
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 948 pcs https://www.ebiotrack.com/inspection.php?iid=32219

Timeline

📞
Case Linked Dec 31, 12:01 AM
Case Number: 00555169
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Dec 31, 10:21 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
🚨 31.0 business days
👷
2 Technician Assigned Feb 13, 1:03 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 44d 2h
🚨 12.0 business days
📅
3 Dispatch Scheduled Mar 3, 8:47 AM
Dispatch Scheduled → Technician Assigned → Status: Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Jason Morris
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 17d 19h
💵
3x Expenses Added Mar 3, 1:53 PM
Type: Expenses
Status: Open
Qty: 1
🚨 14.9 business days
🔧
Status: Tech On Site by Jason Morris Mar 23, 8:10 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 19d 22h
⏱️
6x Labor Added Mar 23, 8:40 AM
Type: Labor, Travel
Status: Open
Qty: 0.75, 0.5, 80, 4, 1, 9.5
🚗
2 7x Travel Added Mar 23, 9:27 PM
7x Travel Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 10.5
🚗
2 5x Travel Added Mar 24, 7:24 PM
5x Travel Added → Status: Tech Off Site
🚗
Status: Tech Off Site by Jason Morris
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1d 11h
🔧
Status: Tech On Site by Jason Morris Mar 25, 8:11 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 12h 46m
2.0 business days
📅
2 Dispatch Scheduled Mar 26, 8:29 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Tech On Site
To: Scheduled
Duration in Previous: 1d 0h
🚗
Status: Tech Off Site by Jason Morris Mar 26, 6:35 PM
From: Scheduled
To: Tech Off Site
Duration in Previous: 10h 5m
⏱️
6x Labor Added Mar 26, 6:43 PM
Type: Labor
Status: Open
Qty: 0.5, 1.5, 9.25, 10
🗓️
2 Status: Scheduled Mar 27, 8:47 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-03-23T12:00:00.000+0000, 2026-03-27T15:00:00.000+0000
🚗
6x Travel Added Mar 27, 11:26 AM
Type: Travel, Expenses
Status: Open
Qty: 84, 1
1.0 business days
⏱️
2 6x Labor Added Mar 29, 2:44 PM
6x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
1.0 business days
🆕
2 Status: Entered Mar 30, 4:34 PM
Status: Entered → Technician Assigned
👷
Technician Assigned by Kourtney Smith
Technician: a0h8Y00000HmPmRQAV, Nick O'Neill
📅
2 Dispatch Scheduled Mar 31, 8:01 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 15h 26m
2.0 business days
⏱️
5x Labor Added Apr 1, 7:08 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 6.5, 2
⏱️
2 3x Labor Added Apr 1, 8:28 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Nick O'Neill
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 1d 12h, 0m
🔩
Parts Added Apr 2, 12:04 PM
Type: Parts
Status: Open
Qty: 4
📄
Status: Ready to Bill by Diane Patton Apr 2, 12:13 PM
From: Closed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 15h 44m, 0m
💰
Status: Invoiced by Diane Patton Apr 2, 12:18 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 4m
3.0 business days
🧾
Invoice Created Apr 6, 9:03 AM
Invoice Number: SM-258147

Bottlenecks

Ready for Scheduling
Duration: 31.0 business days (threshold: 1.0 business days)
Exceeded by 30.0 business days
Assigned
Duration: 11.7 business days (threshold: 4.0 business hours)
Exceeded by 11.2 business days
Scheduled
Duration: 15.0 business days (threshold: 2.0 business days)
Exceeded by 13.0 business days
Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Assigned
Duration: 1.4 business days (threshold: 4.0 business hours)
Exceeded by 7.4 business hours
Scheduled
Duration: 2.1 business days (threshold: 2.0 business days)
Exceeded by 0.5 business hours

🔗 Related Artifacts

📞
Case 00555169
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Nick O'Neill
Scheduled
Apr 1, 9:00 AM
Created
Dec 31, 10:21 AM
Invoice #
SM-258147

Work Details (50)

Name Type Status Qty Amount Date
WL-03127949 Expenses Open 1 $0.00 Mar 3, 1:53 PM
WL-03127947 Expenses Open 1 $0.00 Mar 3, 1:53 PM
WL-03127948 Expenses Open 1 $0.00 Mar 3, 1:53 PM
WL-03154908 Labor Open 0.75 $0.00 Mar 23, 8:40 AM
WL-03154909 Labor Open 0.5 $0.00 Mar 23, 8:40 AM
WL-03154910 Travel Open 80 - Mar 23, 8:40 AM
WL-03154911 Travel Open 4 - Mar 23, 8:40 AM
WL-03154906 Labor Open 1 $0.00 Mar 23, 8:40 AM
WL-03154907 Labor Open 9.5 $0.00 Mar 23, 8:40 AM
WL-03156281 Travel Open 4 - Mar 23, 9:27 PM
WL-03156280 Labor Open 0.5 $0.00 Mar 23, 9:27 PM
WL-03156282 Expenses Open 1 $0.00 Mar 23, 9:27 PM
WL-03156283 Expenses Open 1 $0.00 Mar 23, 9:27 PM
WL-03156284 Expenses Open 1 $0.00 Mar 23, 9:27 PM
WL-03156285 Expenses Open 1 $0.00 Mar 23, 9:27 PM
WL-03156286 Expenses Open 1 $0.00 Mar 23, 9:27 PM
WL-03156287 Labor Open 10.5 $0.00 Mar 23, 9:29 PM
WL-03157664 Travel Open 4 - Mar 24, 7:24 PM
WL-03157660 Labor Open 0.5 $0.00 Mar 24, 7:24 PM
WL-03157661 Labor Open 11 $0.00 Mar 24, 7:24 PM
WL-03157662 Labor Open 0.5 $0.00 Mar 24, 7:24 PM
WL-03157663 Travel Open 4 - Mar 24, 7:24 PM
WL-03161595 Labor Open 0.5 $0.00 Mar 26, 6:43 PM
WL-03161592 Labor Open 1.5 $0.00 Mar 26, 6:43 PM
WL-03161593 Labor Open 9.25 $0.00 Mar 26, 6:43 PM
WL-03161594 Labor Open 0.5 $0.00 Mar 26, 6:43 PM
WL-03161596 Labor Open 10 $0.00 Mar 26, 6:43 PM
WL-03161597 Labor Open 0.5 $0.00 Mar 26, 6:43 PM
WL-03162508 Travel Open 84 - Mar 27, 11:26 AM
WL-03162510 Expenses Open 1 $0.00 Mar 27, 11:26 AM
WL-03162511 Expenses Open 1 $0.00 Mar 27, 11:26 AM
WL-03162512 Expenses Open 1 $0.00 Mar 27, 11:26 AM
WL-03162513 Expenses Open 1 $0.00 Mar 27, 11:26 AM
WL-03162514 Expenses Open 1 $0.00 Mar 27, 11:26 AM
WL-03164493 Labor Open 0.5 $0.00 Mar 29, 2:44 PM
WL-03164494 Labor Open 2 $0.00 Mar 29, 2:44 PM
WL-03164495 Labor Open 1 $0.00 Mar 29, 2:44 PM
WL-03164496 Labor Open 11.5 $0.00 Mar 29, 2:44 PM
WL-03164497 Labor Open 2 $0.00 Mar 29, 2:44 PM
WL-03164498 Expenses Open 1 $0.00 Mar 29, 2:45 PM
WL-03164499 Expenses Open 1 $0.00 Mar 29, 2:49 PM
WL-03169558 Labor Open 0.5 $0.00 Apr 1, 7:08 PM
WL-03169559 Labor Open 6.5 $0.00 Apr 1, 7:08 PM
WL-03169560 Labor Open 0.5 $0.00 Apr 1, 7:08 PM
WL-03169561 Travel Open 2 - Apr 1, 7:08 PM
WL-03169562 Travel Open 2 - Apr 1, 7:08 PM
WL-03169696 Labor Open 1.5 $0.00 Apr 1, 8:28 PM
WL-03169697 Labor Open 6.5 $12,016.00 Apr 1, 8:28 PM
WL-03169698 Labor Open 2.5 $75.00 Apr 1, 8:28 PM
WL-03170448 Parts Open 4 $1,296.00 Apr 2, 12:04 PM

Details