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WO-01341221 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health at AMP Wellness Santa Clara — 3050 Bowers, Santa Clara CA, 95054

Feb 2, 2026 → Apr 9, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (28 biz days late)
Active: 47 biz days
🕐 Clock stopped: Completed (Apr 9, 2026)
▶ Clock Running
Status: Created
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 0 of ? biz days used
45d
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Apr 7, 2026
45 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 7 → Apr 7, 2026
0 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 7 → Apr 9, 2026
2 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 9 → Apr 9, 2026
0 business days (counted)
Running total: 47 of ? biz days used
Created: Feb 2, 2026 Completed: Apr 9, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 2 → Feb 2 Created ▶ Running 0 0
Feb 2 → Apr 7 Ready for Scheduling ▶ Running 45 45
Apr 7 → Apr 7 Assigned ▶ Running 0 45
Apr 7 → Apr 9 Scheduled ▶ Running 2 47
Apr 9 → Apr 9 Tech On Site ▶ Running 0 47
Dispatch 0.0d
Coordinators 48.6d
Field Work 1.1d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
48.6 days
Over SLA
Field Work
1.1 days
Created: Feb 2, 2026 Due: Apr 30, 2026 Completed: Apr 10, 2026 (20 days early)
📅
48.4 days Total Age
⏱️
46.0d in Ready for Scheduling Longest Stage
🔄
7 transitions Status Changes
⚠️
46.6d 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 #00564081
eBiotrack - Automated New Inspection Created
Closed
Inspection: Initial Annual Inspection Service 40 pieces https://www.ebiotrack.com/inspection.php?iid=32823 Inspection Flag: ATTENTION TECHS, ASC'S AND MATERIALS MANAGEMENT. DO NOT SHIP PARTS TO ANY CROSSOVER SITES. ALL PARTS FOR THIS ACCOUNT MUST BE SHIPPED DIRECTLY TO THE TECH. THE SITE WILL LOSE THE SHIPMENT IF SENT TO THEM.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Edgar Chavez
Owner
Leona Coonrod
Created
Jan 31, 2026
Work Orders from this Case (1)
WO-01341221 (current) Invoiced
Inspection • Angel Rios
Created: Feb 2, 2026 • Closed: Apr 9, 2026
Completed with significant delays
Invoiced • 195 days old
🚨
Primary Delay 46.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 46.6 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
46.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
2.6d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.5d / 1.0d SLA
Closed
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4-7 Mburris called set with Edgar Chavez 4-9 10am 

2/2/26 lcoonrod - Inspection name was Initial Annual Inspection, changed to Annual Inspection.

🔧 Work Performed
performed Annual Inspection Service for 43 pieces. Note: Replaced a BP hose connector on a unit.
🔍 Technician Findings
Perform Annual Inspection Service.
⚠️ Problem Description
Inspection: Initial Annual Inspection Service 40 pieces https://www.ebiotrack.com/inspection.php?iid=32823 Inspection Flag: ATTENTION TECHS, ASC'S AND MATERIALS MANAGEMENT. DO NOT SHIP PARTS TO ANY CROSSOVER SITES. ALL PARTS FOR THIS ACCOUNT MUST BE SHIPPED DIRECTLY TO THE TECH. THE SITE WILL LOSE THE SHIPMENT IF SENT TO THEM.

Timeline

📞
Case Linked Jan 31, 12:00 AM
Case Number: 00564081
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Feb 2, 8:30 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 46.0 business days
👷
▶
4 Technician Assigned Apr 7, 3:17 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled → Status: Scheduled
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 64d 5h
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-04-09T17:00:00.000+0000
🗓️
Status: Scheduled by Michael Burris
From: Assigned
To: Scheduled
Duration in Previous: 2m
⏳ 3.0 business days
🔧
Status: Tech On Site by Angel Rios Apr 9, 3:02 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 23h
🔩
▶
2 5x Parts Added Apr 9, 7:51 PM
5x Parts Added → Status: Completed
✔️
Status: Completed by Angel Rios
From: Tech On Site
To: Completed
Duration in Previous: 4h 49m
⏱️
▶
2 Labor Added Apr 9, 11:32 PM
Labor Added → Status: Closed
🏁
Status: Closed by Angel Rios
From: Completed
To: Closed
Duration in Previous: 3h 40m
⏳ 2.1 business days
📄
▶
2 Status: Ready to Bill Apr 13, 10:37 AM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-259051

Bottlenecks

Ready for Scheduling
Duration: 46.0 business days (threshold: 1.0 business days)
Exceeded by 45.0 business days
Scheduled
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 4.7 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00564081
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Angel Rios
Scheduled
Apr 9, 1:00 PM
Created
Feb 2, 8:30 AM
Invoice #
SM-259051

Work Details (6)

Name Type Status Qty Amount Date
WL-03180607 Parts Open 1 $10.80 Apr 9, 7:51 PM
WL-03180608 Labor Open 2.75 $0.00 Apr 9, 7:51 PM
WL-03180609 Labor Open 5.25 $1,495.00 Apr 9, 7:51 PM
WL-03180610 Travel Open 107 - Apr 9, 7:51 PM
WL-03180611 Travel Open 107 - Apr 9, 7:51 PM
WL-03180898 Labor Open 3.5 $0.00 Apr 9, 11:32 PM

Details