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WO-01339648 ↗ ServiceMax

Neighborhood Health Center • Misc. Inspection • P5

📍 NHC Merlo Station School-Based Health Center — 1841 SW Merlo Dr., SBHC Room, Beaverton OR, 97003

Jan 23, 2026 → Feb 4, 2026

✅ Completed
P5 5 business days from creation
Target: Jan 30, 2026
🕐 Clock stopped: Completed (Feb 4)
✗ SLA Missed (4d late)
Dispatch 0.0d
Coordinators 9.5d
Field Work 0.0d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
9.5 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Jan 23, 2026 Due: Jan 30, 2026 Completed: Feb 4, 2026 (4 days late)
📅
8.3 days Total Age
⏱️
5.4d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
7.8d 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 #00561788
New equipment - Merlo SBHC
Closed
New Miscellaneous Equipment Inspection Requesting assistance with adding a new piece of equipment to our inventory. Here are the details. Clinic Name: Merlo SBHC Brand Name: Clinitek Model Number: 10379675 – Status + Serial Number: unknown Location (Exam Room, Lab, etc.): main clinical space https://www.ebiotrack.com/inspection.php?iid=32655
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kristen Weidner-Nguyen
Owner
Sherry Reich
Created
Jan 23, 2026
Work Orders from this Case (1)
WO-01339648 (current) Invoiced
Misc. Inspection • Jason Morris
Created: Jan 23, 2026 • Closed: Feb 4, 2026
Completed with minor delays
Invoiced • 111 days old
🚨
Primary Delay 5.4 days stuck in "Scheduled"
⏱️
Total Delay 7.8 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
2.3d / 1.0d SLA
Assigned
1.8d / 0.5d SLA
Scheduled
5.4d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Closed
2.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1-28 Mburris email from POC Kristen to set for 2-4 site needs 2-4 site needs weds or fridays ....

1-27 Mburris email sent to POC

1-27 Mburris LM on Vmail 

🔧 Work Performed
Asset tagged new equipment. Tested and verified working.
🔍 Technician Findings
New equipment needs asset tagged.
⚠️ Problem Description
New Miscellaneous Equipment Inspection Requesting assistance with adding a new piece of equipment to our inventory. Here are the details. Clinic Name: Merlo SBHC Brand Name: Clinitek Model Number: 10379675 – Status + Serial Number: unknown Location (Exam Room, Lab, etc.): main clinical space https://www.ebiotrack.com/inspection.php?iid=32655

Timeline

📞
Case Linked Jan 23, 3:08 PM
Case Number: 00561788
Subject: New equipment - Merlo SBHC
Status: Closed
📋
2 Work Order Created Jan 23, 4:43 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
2.9 business days
👷
2 Status: Assigned Jan 27, 12:46 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Michael Burris
Technician: a0hVU0000005Ih3YAE, Jason Morris
2.0 business days
🗓️
2 Status: Scheduled Jan 28, 3:32 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-02-04T18:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Jason Morris Feb 4, 12:40 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 21h
⏱️
2 3x Labor Added Feb 4, 12:54 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Jason Morris
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 14m, 0m
3.0 business days
📄
2 Status: Ready to Bill Feb 6, 2:32 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🚨 11.0 business days
🧾
Invoice Created Feb 22, 10:25 PM
Invoice Number: SM-253380

Bottlenecks

Ready for Scheduling
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Assigned
Duration: 1.8 business days (threshold: 4.0 business hours)
Exceeded by 1.3 business days
Scheduled
Duration: 5.4 business days (threshold: 2.0 business days)
Exceeded by 3.4 business days
Closed
Duration: 2.8 business days (threshold: 1.0 business days)
Exceeded by 1.8 business days

🔗 Related Artifacts

📞
Case 00561788
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
N/A
Technician
Jason Morris
Scheduled
Feb 4, 1:00 PM
Created
Jan 23, 4:43 PM
Invoice #
SM-253380

Work Details (3)

Name Type Status Qty Amount Date
WL-03091234 Labor Open 1.5 $223.50 Feb 4, 12:54 PM
WL-03091235 Labor Open 0.25 $37.25 Feb 4, 12:54 PM
WL-03091236 Travel Open 46 - Feb 4, 12:54 PM

Details