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WO-01337342 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health AMP Wellness Center - Austin - Giles Lane — 10801 Giles Lane, Bldg 30, Austin TX, 78754

Jan 12, 2026 → Apr 7, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (45 biz days late)
Active: 59 biz days
🕐 Clock stopped: Completed (Apr 7, 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
26d
▶ Clock Running
Status: Scheduled
Mar 2 → Apr 7, 2026
26 business days (counted)
Running total: 59 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 7 → Apr 7, 2026
0 business days (counted)
Running total: 59 of ? biz days used
Created: Jan 12, 2026 Completed: Apr 7, 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 → Apr 7 Scheduled ▶ Running 26 59
Apr 7 → Apr 7 Tech On Site ▶ Running 0 59
Dispatch 0.0d
Coordinators 60.6d
Field Work 1.0d
Billing 1.4d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
60.6 days
Over SLA
Field Work
1.0 days
Billing
1.4 days
Created: Jan 12, 2026 Due: Mar 31, 2026 Completed: Apr 7, 2026 (6 days late)
📅
59.6 days Total Age
⏱️
33.5d in Assigned Longest Stage
🔄
7 transitions Status Changes
⚠️
58.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00557894
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 39 Pcs https://www.ebiotrack.com/inspection.php?iid=32422
Priority
Standard
Origin
Email
Reason
New Case
Contact
Mark Adkins
Owner
Kimberly Hardison
Created
Jan 12, 2026
Work Orders from this Case (1)
WO-01337342 (current) Invoiced
Inspection • Anthony Wirth
Created: Jan 12, 2026 • Closed: Apr 7, 2026
Completed with significant delays
Invoiced • 216 days old
🚨
Primary Delay 33.5 days stuck in "Assigned"
⏱️
Total Delay 58.1 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
0.1d / 1.0d SLA
Assigned
33.5d / 0.5d SLA
Scheduled
27.0d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Closed
1.1d / 1.0d SLA
Invoice Pending
1.4d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/17 KKelch scheduled per logged email from William

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 39 Pcs https://www.ebiotrack.com/inspection.php?iid=32422

Timeline

📞
Case Linked Jan 12, 6:01 AM
Case Number: 00557894
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 12, 1:54 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 2m
👷
2 Technician Assigned Jan 12, 2:54 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 57m
🚨 34.0 business days
🗓️
2 Status: Scheduled Mar 2, 9:56 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-03-17T18:00:00.000+0000
🚨 12.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Mar 17, 3:47 PM
Scheduled For: 2026-04-07T14:00:00.000+0000
🚨 16.0 business days
🔧
Status: Tech On Site by Anthony Wirth Apr 7, 10:21 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 35d 23h
⏱️
2 5x Labor Added Apr 7, 7:02 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Anthony Wirth
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 8h 41m, 0m
📄
Status: Ready to Bill by Diane Patton Apr 8, 4:46 PM
From: Closed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 21h 42m, 0m
💰
Status: Invoiced by Diane Patton Apr 9, 11:46 AM
From: Invoice Pending
To: Invoiced
Duration in Previous: 19h 0m
🧾
Invoice Created Apr 9, 9:25 PM
Invoice Number: SM-258756

Bottlenecks

Assigned
Duration: 33.5 business days (threshold: 4.0 business hours)
Exceeded by 33.0 business days
Scheduled
Duration: 27.0 business days (threshold: 2.0 business days)
Exceeded by 25.0 business days
Closed
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.9 business hours

🔗 Related Artifacts

📞
Case 00557894
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Anthony Wirth
Scheduled
Apr 7, 10:00 AM
Created
Jan 12, 1:54 PM
Invoice #
SM-258756

Work Details (5)

Name Type Status Qty Amount Date
WL-03176714 Labor Open 3.5 $0.00 Apr 7, 7:02 PM
WL-03176715 Labor Open 3 $1,495.00 Apr 7, 7:02 PM
WL-03176716 Labor Open 2.25 $0.00 Apr 7, 7:02 PM
WL-03176717 Travel Open 111 - Apr 7, 7:02 PM
WL-03176718 Travel Open 121 - Apr 7, 7:02 PM

Details