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WO-01337496 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health Medical Group - SOMA — 49 Stevenson St 14th Floor, San Francisco CA, 94105

Jan 13, 2026 → Mar 31, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (41 biz days late)
Active: 54 biz days
🕐 Clock stopped: Completed (Apr 1, 2026)
▶ Clock Running
Status: Created
Jan 13 → Jan 13, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 13 → Jan 14, 2026
1 business day (counted)
Running total: 1 of ? biz days used
49d
▶ Clock Running
Status: Assigned
Jan 14 → Mar 26, 2026
49 business days (counted)
Running total: 50 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 26 → Mar 31, 2026
3 business days (counted)
Running total: 53 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 31 → Apr 1, 2026
1 business day (counted)
Running total: 54 of ? biz days used
Created: Jan 13, 2026 Completed: Apr 1, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 13 → Jan 13 Created ▶ Running 0 0
Jan 13 → Jan 14 Ready for Scheduling ▶ Running 1 1
Jan 14 → Mar 26 Assigned ▶ Running 49 50
Mar 26 → Mar 31 Scheduled ▶ Running 3 53
Mar 31 → Apr 1 Tech On Site ▶ Running 1 54
Dispatch 0.0d
Coordinators 55.4d
Field Work 0.8d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
55.4 days
Over SLA
Field Work
0.8 days
Created: Jan 13, 2026 Due: Mar 31, 2026 Completed: Apr 1, 2026 (on time)
📅
54.5 days Total Age
⏱️
50.0d in Assigned Longest Stage
🔄
7 transitions Status Changes
⚠️
51.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00558324
eBiotrack - Automated New Inspection Created
Closed
Initial Annual Inspection Service # of Equipment: 24 https://www.ebiotrack.com/inspection.php?iid=32433
Priority
Standard
Origin
Email
Reason
New Case
Contact
Edgar Chavez
Owner
Erin Martin
Created
Jan 13, 2026
Work Orders from this Case (1)
WO-01337496 (current) Invoiced
Inspection • Angel Rios
Created: Jan 13, 2026 • Closed: Mar 31, 2026
Completed with significant delays
Invoiced • 215 days old
🚨
Primary Delay 50.0 days stuck in "Assigned"
⏱️
Total Delay 51.9 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
50.0d / 0.5d SLA
Scheduled
3.4d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
0.4d / 1.0d SLA
Closed
1.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3-26 Mburris set w/ Edgar 3-31 2:30pm

🔧 Work Performed
Performed annual inspection service on 36 units, including 12 new units that were added to eBioTrack and inspected. Facility staff had to leave by 5 PM but allowed me to remain on site to complete the inspection. Customer (Jyl Adam) was not available to sign the inspection report, however they acknowledged that all equipment made available represents everything requiring inspection.
🔍 Technician Findings
Arrived on site to complete Annual Inspection Service.
⚠️ Problem Description
Initial Annual Inspection Service # of Equipment: 24 https://www.ebiotrack.com/inspection.php?iid=32433

Timeline

📞
Case Linked Jan 13, 12:00 AM
Case Number: 00558324
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Jan 13, 10:36 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Erin Martin
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
2 Technician Assigned Jan 14, 10:34 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 23h 57m
🚨 50.0 business days
🗓️
▶
2 Status: Scheduled Mar 26, 4:26 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-03-31T21:30:00.000+0000
⏳ 3.9 business days
🔧
Status: Tech On Site by Angel Rios Mar 31, 5:27 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 1h
⏱️
▶
2 4x Labor Added Mar 31, 8:49 PM
4x Labor Added → Status: Completed
✔️
Status: Completed by Angel Rios
From: Tech On Site
To: Completed
Duration in Previous: 3h 22m
⏱️
2x Labor Added Mar 31, 11:40 PM
Type: Labor, Expenses
Status: Open
Qty: 2.75, 1
🏁
Status: Closed by Angel Rios Mar 31, 11:45 PM
From: Completed
To: Closed
Duration in Previous: 2h 54m
📄
Status: Ready to Bill by Diane Patton Apr 1, 1:54 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 14h 9m, 0m
⏳ 3.0 business days
🧾
Invoice Created Apr 5, 7:00 PM
Invoice Number: SM-258074

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Assigned
Duration: 50.0 business days (threshold: 4.0 business hours)
Exceeded by 49.5 business days
Scheduled
Duration: 3.4 business days (threshold: 2.0 business days)
Exceeded by 1.4 business days

🔗 Related Artifacts

📞
Case 00558324
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Angel Rios
Scheduled
Mar 31, 5:30 PM
Created
Jan 13, 10:36 AM
Invoice #
SM-258074

Work Details (6)

Name Type Status Qty Amount Date
WL-03167912 Labor Open 2 $0.00 Mar 31, 8:49 PM
WL-03167913 Labor Open 3.75 $1,495.00 Mar 31, 8:49 PM
WL-03167914 Travel Open 79 - Mar 31, 8:49 PM
WL-03167915 Travel Open 117 - Mar 31, 8:49 PM
WL-03168157 Labor Open 2.75 $0.00 Mar 31, 11:40 PM
WL-03168158 Expenses Open 1 $0.00 Mar 31, 11:40 PM

Details