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WO-01337297 ↗ ServiceMax

Williams Eye Institute • Inspection • PSM

📍 Williams Eye Institute - Crown Point — 9797 Massachusetts Street, Crown Point IN, 46307

Jan 12, 2026 → Mar 24, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (25 biz days late)
Active: 39 biz days
Paused: 10 biz days
🕐 Clock stopped: Tech Off Site (Mar 24, 2026)
▶ Clock Running
Status: Created
Jan 12 → Jan 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
23d
▶ Clock Running
Status: Ready for Scheduling
Jan 12 → Feb 16, 2026
23 business days (counted)
Running total: 23 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 16 → Feb 17, 2026
1 business day (counted)
Running total: 24 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 17 → Feb 19, 2026
2 business days (counted)
Running total: 26 of ? biz days used
⏸10d
⏸ Clock Paused
Status: Awaiting Parts
Feb 19 → Mar 5, 2026
10 business days (not counted)
13d
▶ Clock Running
Status: Scheduled
Mar 5 → Mar 24, 2026
13 business days (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 24 → Mar 24, 2026
0 business days (counted)
Running total: 39 of ? biz days used
Created: Jan 12, 2026 Tech Off Site: Mar 24, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Jan 12 → Jan 12 Created ▶ Running 0 0
Jan 12 → Feb 16 Ready for Scheduling ▶ Running 23 23
Feb 16 → Feb 17 Assigned ▶ Running 1 24
Feb 17 → Feb 19 Scheduled ▶ Running 2 26
Feb 19 → Mar 5 Awaiting Parts ⏸ Paused 10
Mar 5 → Mar 24 Scheduled ▶ Running 13 39
Mar 24 → Mar 24 Tech On Site ▶ Running 0 39
Dispatch 0.0d
Material Management 10.2d
Coordinators 41.9d
Field Work 1.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
10.2 days
Over SLA
Coordinators
41.9 days
Over SLA
Field Work
1.0 days
Billing
0.0 days
Created: Jan 12, 2026 Due: Mar 31, 2026 Completed: Mar 24, 2026 (7 days early)
📅
49.9 days Total Age
⏱️
23.9d in Ready for Scheduling Longest Stage
🔄
11 transitions Status Changes
⚠️
44.1d over Total Delay
📦
3 orders, 0 quotes Parts & Quotes
📝
15 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00557876
eBiotrack - Automated New Inspection Created
Closed
Semi-Annual Electrical Safety Test And Calibration Service 7 pieces https://www.ebiotrack.com/inspection.php?iid=32409
Priority
Standard
Origin
Email
Reason
New Case
Contact
Liz Billingsley
Owner
Sherry Reich
Created
Jan 12, 2026
Work Orders from this Case (1)
WO-01337297 (current) Invoiced
Inspection • Jon Kuehl
Created: Jan 12, 2026 • Closed: Mar 24, 2026
Completed with significant delays
Invoiced • 216 days old
🚨
Primary Delay 23.9 days stuck in "Ready for Scheduling"
⏱️
Total Delay 44.1 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
23.9d / 1.0d SLA
Assigned
1.0d / 0.5d SLA
Scheduled
17.0d / 2.0d SLA
Awaiting Parts
10.2d / 3.0d SLA
Tech On Site
0.5d / 1.0d SLA
Tech Off Site
0.5d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.4d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/16/2026 CRamen Per LYoder to assign to JKuehl to schedule with Ben for HCP Training and OJT


1/31/2026 CRamen schedule for Chicago Tech

🔧 Work Performed
Installed new seals in the G4 cartridges and performed a successful functional and electrical safety test. Replaced the water filters and performed successful functional test on the Bravo units. Replaced all filters in water filtration system.
🔍 Technician Findings
Perform seal replacement on G4's and replace water filters on Bravo's Install new filters on water filtration system. Semi-annual inspection.
⚠️ Problem Description
Semi-Annual Electrical Safety Test And Calibration Service 7 pieces https://www.ebiotrack.com/inspection.php?iid=32409

Timeline

📞
Case Linked Jan 12, 12:00 AM
Case Number: 00557876
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 12, 11:51 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
🚨 24.0 business days
👷
2 Technician Assigned Feb 16, 3:16 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 35d 3h
🗓️
2 Status: Scheduled Feb 17, 6:38 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Jonathan Kuehl
Scheduled For: 2026-03-10T13:00:00.000+0000
3.0 business days
📦
2 Parts Requested Feb 19, 10:23 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Jonathan Kuehl
From: Scheduled
To: Awaiting Parts
Duration in Previous: 2d 3h
📦
Parts Requested Feb 19, 3:36 PM
Order: 00090738
Status: Closed
📦
Parts Requested Feb 20, 9:27 AM
Order: 00090784
Status: Closed
🔩
6x Parts Added Feb 20, 3:00 PM
Type: Parts, Expenses
Status: Open
Qty: 1
⚠️ 9.0 business days
🔩
2x Parts Added Mar 4, 12:38 PM
Type: Parts, Expenses
Status: Open
Qty: 4, 1
🗓️
Status: Scheduled by Jonathan Kuehl Mar 4, 8:53 PM
From: Awaiting Parts
To: Scheduled
Duration in Previous: 13d 10h
3.4 business days
📅
Dispatch Scheduled by Jonathan Kuehl Mar 9, 8:48 AM
Scheduled For: 2026-03-25T13:00:00.000+0000
2.0 business days
📅
Dispatch Scheduled by Jonathan Kuehl Mar 10, 9:24 AM
Scheduled For: 2026-03-24T13:00:00.000+0000
🔩
2x Parts Added Mar 11, 8:15 AM
Type: Parts, Expenses
Status: Open
Qty: 2, 1
🚨 10.0 business days
🔧
Status: Tech On Site by Jonathan Kuehl Mar 24, 8:53 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 19d 11h
🚗
Status: Tech Off Site by Jonathan Kuehl Mar 24, 12:38 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 3h 44m
✔️
Status: Completed by Jonathan Kuehl Mar 24, 4:17 PM
From: Tech Off Site
To: Completed
Duration in Previous: 3h 38m
⏱️
2 5x Labor Added Mar 24, 4:28 PM
5x Labor Added → Status: Closed
🏁
Status: Closed by Jonathan Kuehl
From: Completed
To: Closed
Duration in Previous: 14m
📄
2 Status: Ready to Bill Mar 25, 1:16 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 73.0 business days
🧾
Invoice Created Jul 8, 5:00 PM
Invoice Number: SM-257445

Bottlenecks

Ready for Scheduling
Duration: 23.9 business days (threshold: 1.0 business days)
Exceeded by 22.9 business days
Assigned
Duration: 1.0 business days (threshold: 4.0 business hours)
Exceeded by 4.0 business hours
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Awaiting Parts
Duration: 10.2 business days (threshold: 3.0 business days)
Exceeded by 7.2 business days
Scheduled
Duration: 14.0 business days (threshold: 2.0 business days)
Exceeded by 12.0 business days
Closed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.5 business hours

🔗 Related Artifacts

📞
Case 00557876
Closed
📦
Parts Order 00090696
Closed
📦
Parts Order 00090738
Closed
📦
Parts Order 00090784
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jon Kuehl
Scheduled
Mar 24, 9:00 AM
Created
Jan 12, 11:51 AM
Invoice #
SM-257445

Work Details (15)

Name Type Status Qty Amount Date
WL-03114193 Parts Open 1 $132.21 Feb 20, 3:00 PM
WL-03114194 Parts Open 1 $181.52 Feb 20, 3:00 PM
WL-03114195 Parts Open 1 $181.52 Feb 20, 3:00 PM
WL-03114196 Parts Open 1 $364.79 Feb 20, 3:00 PM
WL-03114197 Parts Open 1 $132.21 Feb 20, 3:00 PM
WL-03114198 Expenses Open 1 $0.00 Feb 20, 3:00 PM
WL-03129704 Parts Open 4 $1,669.48 Mar 4, 12:38 PM
WL-03129705 Expenses Open 1 $36.14 Mar 4, 12:38 PM
WL-03138740 Parts Open 2 $45.30 Mar 11, 8:15 AM
WL-03138741 Expenses Open 1 $0.00 Mar 11, 8:15 AM
WL-03157242 Labor Open 2.75 $0.00 Mar 24, 4:28 PM
WL-03157243 Labor Open 3.75 $1,495.00 Mar 24, 4:28 PM
WL-03157244 Labor Open 2.7 $0.00 Mar 24, 4:28 PM
WL-03157245 Travel Open 161 - Mar 24, 4:28 PM
WL-03157246 Travel Open 162 - Mar 24, 4:28 PM

Details