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WO-01341224 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover at Visa Health Center — 901 Metro Blvd Building 3, Foster City CA, 94404

Feb 2, 2026 → May 5, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (46 biz days late)
Active: 65 biz days
🕐 Clock stopped: Completed (May 5, 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
10d
▶ Clock Running
Status: Scheduled
Apr 7 → Apr 21, 2026
10 business days (counted)
Running total: 55 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 21 → Apr 22, 2026
1 business day (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Completed
Apr 22 → Apr 22, 2026
0 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Reschedule
Apr 22 → Apr 22, 2026
0 business days (counted)
Running total: 56 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Apr 22 → May 5, 2026
9 business days (counted)
Running total: 65 of ? biz days used
▶ Clock Running
Status: Tech On Site
May 5 → May 5, 2026
0 business days (counted)
Running total: 65 of ? biz days used
Created: Feb 2, 2026 Completed: May 5, 2026
Show SLA Clock Detail (9 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 21 Scheduled ▶ Running 10 55
Apr 21 → Apr 22 Tech On Site ▶ Running 1 56
Apr 22 → Apr 22 Completed ▶ Running 0 56
Apr 22 → Apr 22 Reschedule ▶ Running 0 56
Apr 22 → May 5 Scheduled ▶ Running 9 65
May 5 → May 5 Tech On Site ▶ Running 0 65
Dispatch 0.0d
Coordinators 68.1d
Field Work 1.4d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
68.1 days
Over SLA
Field Work
1.4 days
Created: Feb 2, 2026 Due: Apr 30, 2026 Completed: May 5, 2026 (4 days late)
📅
66.0 days Total Age
⏱️
46.0d in Ready for Scheduling Longest Stage
🔄
10 transitions Status Changes
⚠️
63.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
9 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Angel Rios — scheduling delays attributed to technician, not coordinators
Visit 1 Apr 21, 2026
Visit 2 May 5, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00564080
eBiotrack - Automated New Inspection Created
Closed
Initial Annual Inspection Service 49 pieces https://www.ebiotrack.com/inspection.php?iid=32822 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-01341224 (current) Invoiced
Inspection • Angel Rios
Created: Feb 2, 2026 • Closed: May 5, 2026
Completed with significant delays
Invoiced • 195 days old
🚨
Primary Delay 46.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 63.1 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
46.0d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
21.0d / 2.0d SLA
Tech On Site
1.1d / 1.0d SLA
Reschedule
1.0d / 2.0d SLA
Completed
0.3d / 1.0d SLA
Closed
2.1d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4-22 Mburris email from tech...Edgar confirmed that I can return on May 5th to complete both inspections—Foster City (WO-01341224) at 11:00 AM

4-7 Mburris called spoke with Edgar and set 2 WO's 10am on both 4-20 and 4-21 WO-01341224 and WO-01341270

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

🔧 Work Performed
4/21 Performed Annual Inspection Service for 20 units. Not enough time to complete inspection as clinic closed at 5pm. Will have to re-schedule a date for me to come back and complete it. 5/05 Performed Annual Inspection Service for 25 units to complete inspection.
🔍 Technician Findings
Perform Annual Inspection Service for 49 units.
⚠️ Problem Description
Inspection: Annual Inspection Service 49 pieces https://www.ebiotrack.com/inspection.php?iid=32822 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: 00564080
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Feb 2, 8:34 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
👷
▶
2 Technician Assigned Apr 7, 10:59 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 64d 1h
🗓️
▶
2 Status: Scheduled Apr 7, 11:52 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-04-21T17:00:00.000+0000
🚨 11.0 business days
🔧
▶
2 Status: Tech On Site Apr 21, 5:34 PM
Status: Tech On Site → 2x Labor Added
⏱️
2x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1.75, 50
🔩
Parts Added Apr 21, 6:05 PM
Type: Parts
Status: Open
Qty: 2
🚗
2x Travel Added Apr 21, 8:48 PM
Type: Travel, Labor
Status: Open
Qty: 124, 3.5
⏱️
▶
2 Labor Added Apr 21, 11:59 PM
Labor Added → Status: Completed
✔️
Status: Completed by Angel Rios
From: Tech On Site, Completed
To: Completed, Reschedule
Duration in Previous: 6h 27m, 0m
🗓️
▶
2 Status: Scheduled Apr 22, 9:51 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-05-05T18:00:00.000+0000
🚨 10.0 business days
🔧
Status: Tech On Site by Angel Rios May 5, 2:24 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 4h
⏱️
▶
2 2x Labor Added May 5, 4:32 PM
2x Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 3
✔️
Status: Completed by Angel Rios May 5, 5:00 PM
From: Tech On Site
To: Completed
Duration in Previous: 2h 36m
🏁
Status: Closed by Angel Rios May 5, 7:28 PM
From: Completed
To: Closed
Duration in Previous: 2h 28m
⏳ 2.6 business days
📄
Status: Ready to Bill by Diane Patton May 7, 10:15 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 14h, 0m
🚨 27.0 business days
🧾
Invoice Created Jun 15, 10:21 AM
Invoice Number: SM-261215

Bottlenecks

Ready for Scheduling
Duration: 46.0 business days (threshold: 1.0 business days)
Exceeded by 45.0 business days
Scheduled
Duration: 11.0 business days (threshold: 2.0 business days)
Exceeded by 9.0 business days
Scheduled
Duration: 10.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business days
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days

🔗 Related Artifacts

📞
Case 00564080
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Angel Rios
Scheduled
May 5, 2:00 PM
Created
Feb 2, 8:34 AM
Invoice #
SM-261215

Work Details (9)

Name Type Status Qty Amount Date
WL-03194879 Labor Open 1.75 $0.00 Apr 21, 5:36 PM
WL-03194880 Travel Open 50 - Apr 21, 5:36 PM
WL-03194921 Parts Open 2 $4.24 Apr 21, 6:05 PM
WL-03195233 Travel Open 124 - Apr 21, 8:48 PM
WL-03195232 Labor Open 3.5 $0.00 Apr 21, 8:48 PM
WL-03195409 Labor Open 3.25 $0.00 Apr 21, 11:59 PM
WL-03215259 Labor Open 3.5 $0.00 May 5, 4:32 PM
WL-03215260 Travel Open 124 - May 5, 4:32 PM
WL-03215268 Labor Open 3 $1,495.00 May 5, 4:35 PM

Details