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WO-01328587 ↗ ServiceMax

UPSTATE CLINICAL RESEARCH • Inspection • PSM

📍 UPSTATE CLINICAL RESEARCH — 8201 MAIN STREET, WILLIAMSVILLE NY, 14221

Dec 31, 2025 → Feb 2, 2026

✅ Completed
PSM Last business day of December 2025
Target: Dec 31, 2025
🕐 Clock stopped: Completed (Feb 2)
✗ SLA Missed (33d late)
Dispatch 0.0d
Coordinators 24.9d
Field Work 0.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
24.9 days
Over SLA
Field Work
0.9 days
Created: Dec 31, 2025 Due: Feb 27, 2026 Completed: Feb 3, 2026 (24 days early)
📅
24.0 days Total Age
⏱️
17.0d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
21.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00555224
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test Service Equipment: 18 https://www.ebiotrack.com/omnicor/inspection.php?iid=10457
Priority
Standard
Origin
Email
Reason
New Case
Contact
Ali Castilone
Owner
Shelby Robinson
Created
Dec 31, 2025
Work Orders from this Case (1)
WO-01328587 (current) Invoiced
Inspection • Erwin Forster
Created: Dec 31, 2025 • Closed: Feb 2, 2026
Completed with significant delays
Invoiced • 134 days old
🚨
Primary Delay 17.0 days stuck in "Scheduled"
⏱️
Total Delay 21.8 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
7.8d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
17.0d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
0.6d / 1.0d SLA
Closed
1.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
1/9 KSmith -- Scheduled for 2/2 with Ali. 9-11am

1/9 KSmith -- Sent email to schedule for 2/2

🔧 Work Performed
Inspected 22 itms
🔍 Technician Findings
Inspection
⚠️ Problem Description
Annual Equipment Electrical Safety Test Service Equipment: 18 https://www.ebiotrack.com/omnicor/inspection.php?iid=10457

Timeline

📞
Case Linked Dec 31, 7:39 AM
Case Number: 00555224
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Dec 31, 12:37 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 8.0 business days
👷
2 Technician Assigned Jan 9, 10:28 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 8d 21h
🗓️
2 Status: Scheduled Jan 9, 11:03 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-02T14:00:00.000+0000
🚨 15.0 business days
📅
Dispatch Scheduled by Kourtney Smith Jan 29, 1:39 PM
Scheduled For: 2026-02-02T16:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Erwin Forster Feb 2, 1:00 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 24d 1h
✔️
Status: Completed by Erwin Forster Feb 2, 3:54 PM
From: Tech On Site
To: Completed
Duration in Previous: 2h 54m
⏱️
4x Labor Added Feb 2, 8:05 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 1.5, 2.4166666666667
🏁
Status: Closed by Erwin Forster Feb 2, 8:33 PM
From: Completed
To: Closed
Duration in Previous: 4h 38m
📄
Status: Ready to Bill by Diane Patton Feb 3, 3:22 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 18h 49m, 0m
4.0 business days
🧾
Invoice Created Feb 8, 1:30 PM
Invoice Number: SM-252928

Bottlenecks

Ready for Scheduling
Duration: 7.8 business days (threshold: 1.0 business days)
Exceeded by 6.8 business days
Scheduled
Duration: 17.0 business days (threshold: 2.0 business days)
Exceeded by 15.0 business days

🔗 Related Artifacts

📞
Case 00555224
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Erwin Forster
Scheduled
Feb 2, 11:00 AM
Created
Dec 31, 12:37 PM
Invoice #
SM-252928

Work Details (4)

Name Type Status Qty Amount Date
WL-03088748 Labor Open 1.5 $0.00 Feb 2, 8:05 PM
WL-03088749 Labor Open 2.4166666666667 $550.00 Feb 2, 8:05 PM
WL-03088750 Travel Open 66 - Feb 2, 8:05 PM
WL-03088751 Expenses Open 1 $0.00 Feb 2, 8:05 PM

Details