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WO-01338407 ↗ ServiceMax

EPISCOPAL SENIOR LIFE • Calibration • PSM

📍 EPISCOPAL SENIOR LIFE NEBULIZERS — 505 Mount Hope Avenue, Rochester NY, 14620

Jan 19, 2026 → Mar 20, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (33 biz days late)
Active: 43 biz days
🕐 Clock stopped: Completed (Mar 20, 2026)
▶ Clock Running
Status: Created
Jan 19 → Jan 19, 2026
0 business days (counted)
Running total: 0 of ? biz days used
8d
▶ Clock Running
Status: Ready for Scheduling
Jan 19 → Jan 29, 2026
8 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 29 → Jan 29, 2026
0 business days (counted)
Running total: 8 of ? biz days used
32d
▶ Clock Running
Status: Scheduled
Jan 29 → Mar 17, 2026
32 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 17 → Mar 17, 2026
0 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Mar 17 → Mar 18, 2026
1 business day (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 18 → Mar 20, 2026
2 business days (counted)
Running total: 43 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 20 → Mar 20, 2026
0 business days (counted)
Running total: 43 of ? biz days used
Created: Jan 19, 2026 Completed: Mar 20, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Jan 19 → Jan 19 Created ▶ Running 0 0
Jan 19 → Jan 29 Ready for Scheduling ▶ Running 8 8
Jan 29 → Jan 29 Assigned ▶ Running 0 8
Jan 29 → Mar 17 Scheduled ▶ Running 32 40
Mar 17 → Mar 17 Tech On Site ▶ Running 0 40
Mar 17 → Mar 18 Tech Off Site ▶ Running 1 41
Mar 18 → Mar 20 Scheduled ▶ Running 2 43
Mar 20 → Mar 20 Tech On Site ▶ Running 0 43
Coordinators 43.8d
Field Work 3.5d
Billing 0.0d
✗ SLA Missed
Coordinators
43.8 days
Over SLA
Field Work
3.5 days
Billing
0.0 days
Created: Jan 19, 2026 Due: Mar 31, 2026 Completed: Mar 20, 2026 (11 days early)
📅
43.0 days Total Age
⏱️
32.8d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
39.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
8 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Erwin Forster — scheduling delays attributed to technician, not coordinators
Visit 1 Mar 17, 2026
Visit 2 Mar 20, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00560027
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Calibration Service # of pieces: 85 https://www.ebiotrack.com/omnicor/inspection.php?iid=10501
Priority
Standard
Origin
Email
Reason
New Case
Contact
William Mayback
Owner
Erin Martin
Created
Jan 18, 2026
Work Orders from this Case (1)
WO-01338407 (current) Invoiced
Calibration • Erwin Forster
Created: Jan 19, 2026 • Closed: Mar 20, 2026
Completed with significant delays
Invoiced • 209 days old
🚨
Primary Delay 32.8 days stuck in "Scheduled"
⏱️
Total Delay 39.9 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
8.0d / 1.0d SLA
Scheduled
35.8d / 2.0d SLA
Tech On Site
1.2d / 1.0d SLA
Tech Off Site
1.4d / 2.0d SLA
Completed
0.9d / 1.0d SLA
Closed
2.1d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/17 EForster: Will complete when onsite 3/20 on WO-1359496.

🔧 Work Performed
Inspected 74 items
🔍 Technician Findings
Inspection
⚠️ Problem Description
Annual Equipment Calibration Service # of pieces: 85 https://www.ebiotrack.com/omnicor/inspection.php?iid=10501

Timeline

📞
Case Linked Jan 18, 7:39 AM
Case Number: 00560027
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 0.0 business days
📋
▶
2 Work Order Created Jan 19, 9:39 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
⚠️ 8.0 business days
👷
▶
3 Technician Assigned Jan 29, 12:36 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 10d 2h, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-03-04T14:00:00.000+0000
🚨 19.0 business days
📅
Dispatch Scheduled by Kourtney Smith Feb 25, 11:01 AM
Scheduled For: 2026-03-06T14:00:00.000+0000
⚠️ 5.0 business days
📅
Dispatch Scheduled by Kourtney Smith Mar 3, 12:08 PM
Scheduled For: 2026-03-11T13:00:00.000+0000
⏳ 3.0 business days
📅
Dispatch Scheduled by Kourtney Smith Mar 5, 9:17 AM
Scheduled For: 2026-03-11T14:00:00.000+0000
⏳ 4.0 business days
📅
Dispatch Scheduled by Kourtney Smith Mar 10, 9:19 AM
Scheduled For: 2026-03-13T13:00:00.000+0000
⏳ 2.0 business days
📅
Dispatch Scheduled by Kourtney Smith Mar 11, 12:20 PM
Scheduled For: 2026-03-17T13:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Erwin Forster Mar 17, 10:07 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 46d 20h
🚗
Status: Tech Off Site by Erwin Forster Mar 17, 4:24 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 6h 17m
⏱️
3x Labor Added Mar 17, 6:34 PM
Type: Labor
Status: Open
Qty: 0.66666666666667, 6.3333333333333, 1
🗓️
▶
2 Status: Scheduled Mar 18, 8:09 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-03-20T13:00:00.000+0000
⏳ 3.0 business days
🔧
Status: Tech On Site by Erwin Forster Mar 20, 9:29 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 1h
✔️
Status: Completed by Erwin Forster Mar 20, 12:32 PM
From: Tech On Site
To: Completed
Duration in Previous: 3h 3m
⏱️
▶
2 4x Labor Added Mar 20, 6:43 PM
4x Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 2.75
🏁
Status: Closed by Erwin Forster Mar 20, 7:32 PM
From: Completed
To: Closed
Duration in Previous: 6h 59m
⏳ 2.6 business days
📄
▶
3 Status: Ready to Bill Mar 24, 11:00 AM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-257324
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m

Bottlenecks

Ready for Scheduling
Duration: 8.0 business days (threshold: 1.0 business days)
Exceeded by 7.0 business days
Scheduled
Duration: 32.8 business days (threshold: 2.0 business days)
Exceeded by 30.8 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days

🔗 Related Artifacts

📞
Case 00560027
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Calibration
Branch
N/A
Technician
Erwin Forster
Scheduled
Mar 20, 9:00 AM
Created
Jan 19, 9:39 AM
Invoice #
SM-257324

Work Details (8)

Name Type Status Qty Amount Date
WL-03148048 Labor Open 0.66666666666667 $65.00 Mar 17, 6:34 PM
WL-03148049 Labor Open 6.3333333333333 $968.50 Mar 17, 6:34 PM
WL-03148050 Labor Open 1 $0.00 Mar 17, 6:34 PM
WL-03153916 Labor Open 0.5 $0.00 Mar 20, 6:43 PM
WL-03153918 Travel Open 13 - Mar 20, 6:43 PM
WL-03153919 Travel Open 13 - Mar 20, 6:43 PM
WL-03153920 Travel Open 13 - Mar 20, 6:43 PM
WL-03153942 Labor Open 2.75 $0.00 Mar 20, 6:47 PM

Details