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WO-01341230 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health at Flat Iron — 101 5th Ave 5th Floor, New York NY, 10003

Feb 2, 2026 → Apr 3, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (24 biz days late)
Active: 43 biz days
🕐 Clock stopped: Completed (Apr 3, 2026)
▶ Clock Running
Status: Created
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 0 of ? biz days used
13d
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Feb 20, 2026
13 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 20 → Feb 23, 2026
1 business day (counted)
Running total: 14 of ? biz days used
29d
▶ Clock Running
Status: Scheduled
Feb 23 → Apr 3, 2026
29 business days (counted)
Running total: 43 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 3 → Apr 3, 2026
0 business days (counted)
Running total: 43 of ? biz days used
Created: Feb 2, 2026 Completed: Apr 3, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 2 → Feb 2 Created ▶ Running 0 0
Feb 2 → Feb 20 Ready for Scheduling ▶ Running 13 13
Feb 20 → Feb 23 Assigned ▶ Running 1 14
Feb 23 → Apr 3 Scheduled ▶ Running 29 43
Apr 3 → Apr 3 Tech On Site ▶ Running 0 43
Dispatch 0.0d
Coordinators 45.9d
Field Work 0.6d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
45.9 days
Over SLA
Field Work
0.6 days
Billing
0.0 days
Created: Feb 2, 2026 Due: Apr 30, 2026 Completed: Apr 3, 2026 (27 days early)
📅
44.0 days Total Age
⏱️
30.0d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
42.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00564079
eBiotrack - Automated New Inspection Created
Closed
Inspection: Initial Annual Inspection Service 39 pieces https://www.ebiotrack.com/inspection.php?iid=32821 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
Erik Krievs
Owner
Leona Coonrod
Created
Jan 31, 2026
Work Orders from this Case (1)
WO-01341230 (current) Invoiced
Inspection • Mohamed Shareed
Created: Feb 2, 2026 • Closed: Apr 3, 2026
Completed with significant delays
Invoiced • 195 days old
🚨
Primary Delay 30.0 days stuck in "Scheduled"
⏱️
Total Delay 42.6 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
14.0d / 1.0d SLA
Assigned
1.9d / 0.5d SLA
Scheduled
30.0d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
2/23 KSmith -- Scheduled for 4/3 with Erik. 9-11am

2/23 KSmith -- Sent email to schedule for 4/3

2/20 KSmith -- Sent email to schedule for 4/3

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

🔧 Work Performed
Completed annual inspection. All work documented in ebiotrack S.O #: 2860713-21704-32821
🔍 Technician Findings
Completed annual inspection. All work documented in ebiotrack S.O #: 2860713-21704-32821
⚠️ Problem Description
Inspection: Annual Inspection Service 39 pieces https://www.ebiotrack.com/inspection.php?iid=32821 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: 00564079
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Feb 2, 8:37 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
🚨 14.0 business days
👷
2 Technician Assigned Feb 20, 12:08 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 18d 3h
2.0 business days
🗓️
2 Status: Scheduled Feb 23, 10:48 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-04-03T13:00:00.000+0000
🚨 28.0 business days
📅
Dispatch Scheduled by Kourtney Smith Apr 1, 10:24 AM
Scheduled For: 2026-04-03T17:30:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Apr 2, 10:01 AM
Scheduled For: 2026-04-03T16:00:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Apr 2, 3:33 PM
Scheduled For: 2026-04-03T16:30:00.000+0000
🔧
Status: Tech On Site by Mohamed Shareed Apr 3, 1:16 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 39d 1h
🔩
3 10x Parts Added Apr 3, 5:59 PM
10x Parts Added → Status: Completed → Status: Closed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site
To: Completed
Duration in Previous: 4h 44m
🏁
Status: Closed by Mohamed Shareed
From: Completed
To: Closed
Duration in Previous: 1m
1.7 business days
📄
3 Status: Ready to Bill Apr 6, 4:53 PM
Status: Ready to Bill → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-258529

Bottlenecks

Ready for Scheduling
Duration: 14.0 business days (threshold: 1.0 business days)
Exceeded by 13.0 business days
Assigned
Duration: 1.9 business days (threshold: 4.0 business hours)
Exceeded by 1.4 business days
Scheduled
Duration: 30.0 business days (threshold: 2.0 business days)
Exceeded by 28.0 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 2.0 business hours

🔗 Related Artifacts

📞
Case 00564079
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Apr 3, 12:30 PM
Created
Feb 2, 8:37 AM
Invoice #
SM-258529

Work Details (10)

Name Type Status Qty Amount Date
WL-03173128 Parts Open 6 $12.72 Apr 3, 5:59 PM
WL-03173129 Parts Open 2 $4.24 Apr 3, 5:59 PM
WL-03173130 Labor Open 1.5 $0.00 Apr 3, 5:59 PM
WL-03173131 Labor Open 2.5 $1,495.00 Apr 3, 5:59 PM
WL-03173132 Labor Open 1.25 $0.00 Apr 3, 5:59 PM
WL-03173133 Travel Open 22 - Apr 3, 5:59 PM
WL-03173134 Travel Open 14 - Apr 3, 5:59 PM
WL-03173135 Expenses Open 1 $0.00 Apr 3, 5:59 PM
WL-03173136 Expenses Open 1 $0.00 Apr 3, 5:59 PM
WL-03173137 Expenses Open 1 $0.00 Apr 3, 5:59 PM

Details