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WO-01337337 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health - Dimensional Health - Bee Cave Rd — 6300 Bee Cave Rd. Ste 450, Austin TX, 78746

Jan 12, 2026 → Mar 26, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (38 biz days late)
Active: 52 biz days
🕐 Clock stopped: Completed (Mar 27, 2026)
▶ Clock Running
Status: Created
Jan 12 → Jan 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 12 → Jan 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
33d
▶ Clock Running
Status: Assigned
Jan 12 → Mar 2, 2026
33 business days (counted)
Running total: 33 of ? biz days used
19d
▶ Clock Running
Status: Scheduled
Mar 2 → Mar 27, 2026
19 business days (counted)
Running total: 52 of ? biz days used
Created: Jan 12, 2026 Completed: Mar 27, 2026
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Jan 12 → Jan 12 Created ▶ Running 0 0
Jan 12 → Jan 12 Ready for Scheduling ▶ Running 0 0
Jan 12 → Mar 2 Assigned ▶ Running 33 33
Mar 2 → Mar 27 Scheduled ▶ Running 19 52
Dispatch 0.0d
Coordinators 52.8d
Field Work 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
52.8 days
Over SLA
Field Work
0.0 days
Created: Jan 12, 2026 Due: Mar 31, 2026 Completed: Mar 27, 2026 (4 days early)
📅
51.8 days Total Age
⏱️
33.5d in Assigned Longest Stage
🔄
6 transitions Status Changes
⚠️
50.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00557892
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 40 Pcs https://www.ebiotrack.com/inspection.php?iid=32420
Priority
Standard
Origin
Email
Reason
New Case
Contact
Mark Adkins
Owner
Kimberly Hardison
Created
Jan 12, 2026
Work Orders from this Case (1)
WO-01337337 (current) Invoiced
Inspection • Anthony Wirth
Created: Jan 12, 2026 • Closed: Mar 26, 2026
Completed with significant delays
Invoiced • 216 days old
🚨
Primary Delay 33.5 days stuck in "Assigned"
⏱️
Total Delay 50.2 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
0.1d / 1.0d SLA
Assigned
33.5d / 0.5d SLA
Scheduled
19.2d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/2 KKelch called William to schedule Las Colinas for 3/6 between 9 and 11 am, Garland for 3/10 between 9 and 11 am, Fidelity Westlake for 3/17 between 9 and 11 am, AMP Wellness center for 3/17 between 1 and 2 pm, Brazos Crossover for 3/19 between 9 and 11 am, Apple Capital for 3/19 between 2 and 4 pm and Bee Cave Rd for 3/26 between 9 and 11 am. Customer confirmed. Call logged on WO-01337314

1/26 KKelch called William to schedule Giles Lane on 3/12, Brazos on 3/16, Apple Capital on 3/18, Bee Cave on 3/20 and Garland on 3/2, Westlake on 3/9 all arriving between 9 and 11 am. He needs to check with the sites and will call me back to confirm. Call logged on WO-01338524

1/19 KKelch called William to schedule Giles Lane on 3/12, Brazos on 3/16, Apple Capital on 3/18, Bee Cave on 3/20 and Garland on 3/2 all arriving between 9 and 11 am. Left VM. Call logged on WO-01337342

🔧 Work Performed
Annual Equipment Electrical Safety Test And Calibration Service
🔍 Technician Findings
Annual Equipment Electrical Safety Test And Calibration Service
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 40 Pcs https://www.ebiotrack.com/inspection.php?iid=32420

Timeline

📞
Case Linked Jan 12, 6:00 AM
Case Number: 00557892
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Jan 12, 1:40 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 3m
👷
▶
2 Technician Assigned Jan 12, 2:53 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 10m
🚨 34.0 business days
🗓️
▶
2 Status: Scheduled Mar 2, 9:57 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-03-26T14:00:00.000+0000
⚠️ 8.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Mar 11, 2:57 PM
Scheduled For: 2026-03-11T14:00:00.000+0000
📅
Dispatch Scheduled by Kaitlyn Kelch Mar 12, 9:31 AM
Scheduled For: 2026-03-19T14:00:00.000+0000
⏳ 2.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Mar 13, 4:49 PM
Scheduled For: 2026-03-26T14:00:00.000+0000
⚠️ 9.9 business days
✔️
▶
2 Status: Completed Mar 26, 9:20 PM
Status: Completed → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 3, 4, 115
🏁
Status: Closed by Anthony Wirth Mar 26, 9:25 PM
From: Completed
To: Closed
Duration in Previous: 5m
📄
Status: Ready to Bill by Diane Patton Mar 27, 11:29 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 14h 3m, 0m
⏳ 1.9 business days
🧾
Invoice Created Mar 30, 7:18 AM
Invoice Number: SM-257683

Bottlenecks

Assigned
Duration: 33.5 business days (threshold: 4.0 business hours)
Exceeded by 33.0 business days
Scheduled
Duration: 19.2 business days (threshold: 2.0 business days)
Exceeded by 17.2 business days

🔗 Related Artifacts

📞
Case 00557892
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Anthony Wirth
Scheduled
Mar 26, 10:00 AM
Created
Jan 12, 1:40 PM
Invoice #
SM-257683

Work Details (3)

Name Type Status Qty Amount Date
WL-03161842 Labor Open 3 $0.00 Mar 26, 9:21 PM
WL-03161843 Labor Open 4 $1,495.00 Mar 26, 9:21 PM
WL-03161844 Travel Open 115 - Mar 26, 9:21 PM

Details