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WO-01340897 ↗ ServiceMax

CareATC • Inspection • PSM

📍 Glidewell Health Center — 2166 Michelson Drive, Irvine CA, 92612

Jan 30, 2026 → Mar 13, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (29 biz days late)
Active: 29 biz days
🕐 Clock stopped: Completed (Mar 14, 2026)
▶ Clock Running
Status: Created
Jan 30 → Jan 30, 2026
0 business days (counted)
Running total: 0 of ? biz days used
20d
▶ Clock Running
Status: Ready for Scheduling
Jan 30 → Mar 2, 2026
20 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 2 → Mar 3, 2026
1 business day (counted)
Running total: 21 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Mar 3 → Mar 14, 2026
8 business days (counted)
Running total: 29 of ? biz days used
Created: Jan 30, 2026 Completed: Mar 14, 2026
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Jan 30 → Jan 30 Created ▶ Running 0 0
Jan 30 → Mar 2 Ready for Scheduling ▶ Running 20 20
Mar 2 → Mar 3 Assigned ▶ Running 1 21
Mar 3 → Mar 14 Scheduled ▶ Running 8 29
Dispatch 0.0d
Coordinators 31.9d
Billing 3.7d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
31.9 days
Over SLA
Billing
3.7 days
Over SLA
Created: Jan 30, 2026 Due: Mar 31, 2026 Completed: Mar 14, 2026 (17 days early)
📅
30.0 days Total Age
⏱️
21.0d in Ready for Scheduling Longest Stage
🔄
8 transitions Status Changes
⚠️
31.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00563634
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 45 pieces https://www.ebiotrack.com/inspection.php?iid=32772
Priority
Standard
Origin
Email
Reason
New Case
Contact
Purchasing Support
Owner
Sherry Reich
Created
Jan 30, 2026
Work Orders from this Case (1)
WO-01340897 (current) Invoiced
Inspection • Rene Yescas
Created: Jan 30, 2026 • Closed: Mar 13, 2026
Completed with significant delays
Invoiced • 198 days old
🚨
Primary Delay 21.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 31.1 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
21.0d / 1.0d SLA
Assigned
2.0d / 0.5d SLA
Scheduled
8.9d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Billing Review
3.7d / 2.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/17/26 DPatton - Site has 21 devices. Message to SBerry regarding Qty.

3/11/26 Rberry- Updated scheduled date and time to match ASC notes that this should be scheduled for 10:30AM.


3-2 Mburris email from Courtney Graham to set for 3-13 10:30am.....Awesome!


There is “clinic patient parking” right out front that he can park in. The check-in desk is right up front. Any issues please call Stephanie Wong, PA at 949-648-9073


I’ll make them aware of the name but at minimum 1 provider and 1 MA will be available to show him around. No badges or requirements to come in.


Courtney Graham

Area Operations Director

3-2 Mburris email sent to POC looking for 3-10

1/30/26 SReich - Changed inspection name, was listed as an Initial Annual Inspection.

🔧 Work Performed
performed est calibration service,service complete
🔍 Technician Findings
annual est calibration needed
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service No more than 10 https://www.ebiotrack.com/inspection.php?iid=32772

Timeline

📞
Case Linked Jan 30, 12:00 AM
Case Number: 00563634
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 30, 9:53 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
🚨 21.0 business days
👷
2 Status: Assigned Mar 2, 10:23 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Michael Burris
Technician: Rene Yescas
2.0 business days
🗓️
2 Status: Scheduled Mar 3, 11:28 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-03-13T18:30:00.000+0000
⚠️ 7.0 business days
📅
Dispatch Scheduled by Michael Burris Mar 11, 1:50 PM
Scheduled For: 2026-03-13T19:00:00.000+0000
📅
Dispatch Scheduled by Rhea Berry Mar 11, 9:30 PM
Scheduled For: 2026-03-13T17:30:00.000+0000
2.3 business days
⏱️
2 3x Labor Added Mar 13, 9:29 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Rene Yescas
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 10d 9h, 0m
2.3 business days
💵
Status: Billing Review by Diane Patton Mar 17, 2:41 PM
From: Closed
To: Billing Review
Duration in Previous: 3d 17h
4.0 business days
📄
2 Status: Ready to Bill Mar 20, 11:49 AM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 4m
💰
2 Status: Invoiced Mar 20, 11:55 AM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-257159

Bottlenecks

Ready for Scheduling
Duration: 21.0 business days (threshold: 1.0 business days)
Exceeded by 20.0 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 8.9 business days (threshold: 2.0 business days)
Exceeded by 6.9 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Billing Review
Duration: 3.7 business days (threshold: 2.0 business days)
Exceeded by 1.7 business days

🔗 Related Artifacts

📞
Case 00563634
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Rene Yescas
Scheduled
Mar 13, 1:30 PM
Created
Jan 30, 9:53 AM
Invoice #
SM-257159

Work Details (3)

Name Type Status Qty Amount Date
WL-03144404 Labor Open 1.5 $1,063.00 Mar 13, 9:29 PM
WL-03144405 Labor Open 0.5 $0.00 Mar 13, 9:29 PM
WL-03144406 Travel Open 5 - Mar 13, 9:29 PM

Details