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WO-01337339 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health at Las Colinas — 3021 Gateway Drive, Ste 295, Irving TX, 75063

Jan 12, 2026 → Mar 6, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (23 biz days late)
Active: 37 biz days
🕐 Clock stopped: Completed (Mar 6, 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
▶ Clock Running
Status: Scheduled
Mar 2 → Mar 6, 2026
4 business days (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 6 → Mar 6, 2026
0 business days (counted)
Running total: 37 of ? biz days used
Created: Jan 12, 2026 Completed: Mar 6, 2026
Show SLA Clock Detail (5 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 6 Scheduled ▶ Running 4 37
Mar 6 → Mar 6 Tech On Site ▶ Running 0 37
Dispatch 0.0d
Coordinators 38.6d
Field Work 1.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
38.6 days
Over SLA
Field Work
1.0 days
Billing
0.0 days
Created: Jan 12, 2026 Due: Mar 30, 2026 Completed: Mar 6, 2026 (24 days early)
📅
37.7 days Total Age
⏱️
33.5d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
37.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00557893
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 46 Pcs https://www.ebiotrack.com/inspection.php?iid=32421
Priority
Standard
Origin
Email
Reason
New Case
Contact
Mark Adkins
Owner
Kimberly Hardison
Created
Jan 12, 2026
Work Orders from this Case (1)
WO-01337339 (current) Invoiced
Inspection • Zachary Stieben
Created: Jan 12, 2026 • Closed: Mar 6, 2026
Completed with significant delays
Invoiced • 216 days old
🚨
Primary Delay 33.5 days stuck in "Assigned"
⏱️
Total Delay 37.2 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
5.0d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Completed
0.5d / 1.0d SLA
Closed
2.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d 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

🔧 Work Performed
Inspected 47 pieces of equipment. Completed EBT inspection report. Midmark 626-003 Exam Chair serial# V2171971 asset# ID 13007987, Unit passed EST, function check and works with the foot control. Unit hand control will not hold a wireless pairing and will need to be replaced to have a hand control.
🔍 Technician Findings
3/6/2026 Zachary Stieben arrived on site. Found 47 pieces of equipment to be inspected.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 46 Pcs https://www.ebiotrack.com/inspection.php?iid=32421

Timeline

📞
Case Linked Jan 12, 6:01 AM
Case Number: 00557893
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 12, 1:47 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
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 4m
🚨 34.0 business days
🗓️
2 Status: Scheduled Mar 2, 9:53 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-03-06T15:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Zachary Stieben Mar 6, 9:04 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 23h
✔️
Status: Completed by Zachary Stieben Mar 6, 1:13 PM
From: Tech On Site
To: Completed
Duration in Previous: 4h 8m
🚗
2 Travel Added Mar 6, 5:16 PM
Travel Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 0.75
🏁
Status: Closed by Zachary Stieben Mar 6, 5:21 PM
From: Completed
To: Closed
Duration in Previous: 4h 8m
⏱️
Labor Added Mar 6, 5:50 PM
Type: Labor
Status: Open
Qty: 3.1666666666667
2.8 business days
📄
3 Status: Ready to Bill Mar 10, 3:37 PM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-256096
💰
Status: Invoiced by Nancy Suarez
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m

Bottlenecks

Assigned
Duration: 33.5 business days (threshold: 4.0 business hours)
Exceeded by 33.0 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days

🔗 Related Artifacts

📞
Case 00557893
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Zachary Stieben
Scheduled
Mar 6, 10:00 AM
Created
Jan 12, 1:47 PM
Invoice #
SM-256096

Work Details (3)

Name Type Status Qty Amount Date
WL-03134308 Travel Open 34 - Mar 6, 5:16 PM
WL-03134316 Labor Open 0.75 $0.00 Mar 6, 5:18 PM
WL-03134363 Labor Open 3.1666666666667 $1,542.60 Mar 6, 5:50 PM

Details