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WO-01334589 ↗ ServiceMax

CNY PSYCHIATRIC CENTER • Inspection • PSM

📍 CNYPC/STARC — 9005 OLD RIVER RD, MARCY NY, 13403

Jan 8, 2026 → Mar 20, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (33 biz days late)
Active: 49 biz days
🕐 Clock stopped: Completed (Mar 20, 2026)
▶ Clock Running
Status: Created
Jan 8 → Jan 8, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 8 → Jan 9, 2026
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 9 → Jan 9, 2026
0 business days (counted)
Running total: 1 of ? biz days used
45d
▶ Clock Running
Status: Scheduled
Jan 9 → Mar 17, 2026
45 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 17 → Mar 17, 2026
0 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Mar 17 → Mar 18, 2026
1 business day (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 18 → Mar 18, 2026
0 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Mar 18 → Mar 19, 2026
1 business day (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 19 → Mar 19, 2026
0 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Mar 19 → Mar 20, 2026
1 business day (counted)
Running total: 49 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 20 → Mar 20, 2026
0 business days (counted)
Running total: 49 of ? biz days used
Created: Jan 8, 2026 Completed: Mar 20, 2026
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Jan 8 → Jan 8 Created ▶ Running 0 0
Jan 8 → Jan 9 Ready for Scheduling ▶ Running 1 1
Jan 9 → Jan 9 Assigned ▶ Running 0 1
Jan 9 → Mar 17 Scheduled ▶ Running 45 46
Mar 17 → Mar 17 Tech On Site ▶ Running 0 46
Mar 17 → Mar 18 Tech Off Site ▶ Running 1 47
Mar 18 → Mar 18 Tech On Site ▶ Running 0 47
Mar 18 → Mar 19 Tech Off Site ▶ Running 1 48
Mar 19 → Mar 19 Tech On Site ▶ Running 0 48
Mar 19 → Mar 20 Tech Off Site ▶ Running 1 49
Mar 20 → Mar 20 Tech On Site ▶ Running 0 49
Dispatch 0.0d
Coordinators 47.7d
Field Work 8.5d
Billing 10.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
47.7 days
Over SLA
Field Work
8.5 days
Billing
10.9 days
Over SLA
Created: Jan 8, 2026 Due: Mar 31, 2026 Completed: Mar 20, 2026 (11 days early)
📅
50.0 days Total Age
⏱️
45.7d in Scheduled Longest Stage
🔄
17 transitions Status Changes
⚠️
52.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
20 lines Work Details
🚩
4 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
4 On-Site Visits
4 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Darek Kirkpatrick — scheduling delays attributed to technician, not coordinators
Visit 1 Mar 17, 2026
Visit 2 Mar 18, 2026
Visit 3 Mar 19, 2026
Visit 4 Mar 20, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00557054
Closed
Semi-Annual Equipment Calibration Service Paul would like March 17-20, 2026 https://www.ebiotrack.com/omnicor/inspection.php?iid=10477
Priority
High
Origin
Phone
Reason
New Case
Contact
Paul Savage
Owner
Sherry Reich
Created
Jan 8, 2026
Work Orders from this Case (1)
WO-01334589 (current) Invoiced
Inspection • Darek Kirkpatrick
Created: Jan 8, 2026 • Closed: Mar 20, 2026
Completed with significant delays
Invoiced • 220 days old
🚨
Primary Delay 45.7 days stuck in "Scheduled"
⏱️
Total Delay 52.8 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
2.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
45.7d / 2.0d SLA
Tech On Site
3.0d / 1.0d SLA
Tech Off Site
5.4d / 2.0d SLA
Completed
0.2d / 1.0d SLA
Closed
1.7d / 1.0d SLA
Billing Review
9.4d / 2.0d SLA
Ready to Bill
1.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/23/26 DPatton - Please clarify pricing. Bill at Annuity price or semi-annual insp price? SMC notes state $7,903.00 annuity billed semi-annually in March and September OR Semi - Annual Inspection $7530 includes 502 items. **If this is an annuity, we need to bill for March 2026** Please clarify pricing.



1/9 KSmith -- Scheduled for 3/17-3/20 as Paul requested

🔧 Work Performed
SEMI-ANNUAL INSPECTION
🔍 Technician Findings
SEMI-ANNUAL INSPECTION
⚠️ Problem Description
Semi-Annual Equipment Calibration Service Paul would like March 17-20, 2026 https://www.ebiotrack.com/omnicor/inspection.php?iid=10477

Timeline

📞
Case Linked Jan 8, 9:51 AM
Case Number: 00557054
Subject:
Status: Closed
📋
▶
2 Work Order Created Jan 8, 10:00 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⏳ 2.0 business days
👷
▶
4 Technician Assigned Jan 9, 1:37 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled → Status: Scheduled
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1d 3h
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-03-17T13:00:00.000+0000, 2026-03-17T14:00:00.000+0000
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 1m
🚨 17.0 business days
👷
Technician Assigned by Kourtney Smith Feb 3, 1:34 PM
Technician: a0h8Y00000JzlG7QAJ, Darek Kirkpatrick
🚨 29.8 business days
🔧
Status: Tech On Site by Darek Kirkpatrick Mar 17, 7:40 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 66d 17h
⏱️
2x Labor Added Mar 17, 8:11 AM
Type: Labor, Travel
Status: Open
Qty: 1.1666666666667, 51
🚗
Status: Tech Off Site by Darek Kirkpatrick Mar 17, 1:50 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 6h 10m
⏱️
3x Labor Added Mar 17, 2:36 PM
Type: Labor, Travel
Status: Open
Qty: 5.6666666666667, 1.1666666666667, 51
⏱️
▶
2 2x Labor Added Mar 18, 7:35 AM
2x Labor Added → Status: Tech On Site
🔧
Status: Tech On Site by Darek Kirkpatrick
From: Tech Off Site
To: Tech On Site
Duration in Previous: 17h 45m
🚗
Status: Tech Off Site by Darek Kirkpatrick Mar 18, 1:25 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 5h 49m
⏱️
3x Labor Added Mar 18, 2:13 PM
Type: Labor, Travel
Status: Open
Qty: 5.8333333333333, 1.0833333333333, 51
🔧
▶
2 Status: Tech On Site Mar 19, 7:35 AM
Status: Tech On Site → 2x Labor Added
⏱️
2x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1.0833333333333, 51
🚗
Status: Tech Off Site by Darek Kirkpatrick Mar 19, 1:31 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 5h 56m
⏱️
3x Labor Added Mar 19, 2:22 PM
Type: Labor, Travel
Status: Open
Qty: 5.8333333333333, 1.0833333333333, 51
🔧
▶
2 Status: Tech On Site Mar 20, 7:36 AM
Status: Tech On Site → Travel Added
🚗
Travel Added
Type: Travel
Status: Open
Qty: 51
✔️
Status: Completed by Darek Kirkpatrick Mar 20, 1:25 PM
From: Tech On Site
To: Completed
Duration in Previous: 5h 49m
⏱️
▶
2 3x Labor Added Mar 20, 2:10 PM
3x Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1.0833333333333
🏁
Status: Closed by Darek Kirkpatrick Mar 20, 2:40 PM
From: Completed
To: Closed
Duration in Previous: 1h 15m
⏳ 2.0 business days
💵
Status: Billing Review by Diane Patton Mar 23, 12:11 PM
From: Closed
To: Billing Review
Duration in Previous: 2d 21h
⚠️ 9.0 business days
📄
Status: Ready to Bill by Scott Berry Apr 2, 3:47 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 10d 3h
💵
Status: Billing Review by Diane Patton Apr 3, 11:18 AM
From: Ready to Bill
To: Billing Review
Duration in Previous: 19h 30m
📄
▶
3 Status: Ready to Bill Apr 3, 2:25 PM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-258378

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 45.7 business days (threshold: 2.0 business days)
Exceeded by 43.7 business days
Closed
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.3 business hours
Billing Review
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Ready to Bill
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.2 business hours

🔗 Related Artifacts

📞
Case 00557054
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Darek Kirkpatrick
Scheduled
Mar 17, 10:00 AM
Created
Jan 8, 10:00 AM
Invoice #
SM-258378

Work Details (20)

Name Type Status Qty Amount Date
WL-03146875 Labor Open 1.1666666666667 $0.00 Mar 17, 8:11 AM
WL-03146876 Travel Open 51 - Mar 17, 8:11 AM
WL-03147513 Labor Open 5.6666666666667 $0.00 Mar 17, 2:36 PM
WL-03147514 Labor Open 1.1666666666667 $0.00 Mar 17, 2:36 PM
WL-03147515 Travel Open 51 - Mar 17, 2:36 PM
WL-03148608 Labor Open 1.0833333333333 $0.00 Mar 18, 7:35 AM
WL-03148609 Travel Open 51 - Mar 18, 7:35 AM
WL-03149390 Labor Open 5.8333333333333 $0.00 Mar 18, 2:13 PM
WL-03149391 Labor Open 1.0833333333333 $0.00 Mar 18, 2:13 PM
WL-03149392 Travel Open 51 - Mar 18, 2:13 PM
WL-03150690 Labor Open 1.0833333333333 $0.00 Mar 19, 7:36 AM
WL-03150691 Travel Open 51 - Mar 19, 7:36 AM
WL-03151543 Labor Open 5.8333333333333 $0.00 Mar 19, 2:22 PM
WL-03151544 Labor Open 1.0833333333333 $0.00 Mar 19, 2:22 PM
WL-03151545 Travel Open 51 - Mar 19, 2:22 PM
WL-03152568 Travel Open 51 - Mar 20, 7:37 AM
WL-03153211 Labor Open 5.8333333333333 $7,903.00 Mar 20, 2:10 PM
WL-03153212 Labor Open 1.0833333333333 $0.00 Mar 20, 2:10 PM
WL-03153213 Travel Open 51 - Mar 20, 2:10 PM
WL-03153218 Labor Open 1.0833333333333 $0.00 Mar 20, 2:12 PM

Details