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← WO Overview

WO-01341270 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health at San Tomas — 2371 Owen Street, Santa Clara CA, 95054

Feb 2, 2026 → May 6, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (47 biz days late)
Active: 66 biz days
🕐 Clock stopped: Completed (May 6, 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 21, 2026
0 business days (counted)
Running total: 55 of ? biz days used
▶ Clock Running
Status: Reschedule
Apr 21 → Apr 21, 2026
0 business days (counted)
Running total: 55 of ? biz days used
▶ Clock Running
Status: Completed
Apr 21 → Apr 21, 2026
0 business days (counted)
Running total: 55 of ? biz days used
10d
▶ Clock Running
Status: Scheduled
Apr 21 → May 5, 2026
10 business days (counted)
Running total: 65 of ? biz days used
▶ Clock Running
Status: Tech On Site
May 5 → May 6, 2026
1 business day (counted)
Running total: 66 of ? biz days used
Created: Feb 2, 2026 Completed: May 6, 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 21 Tech On Site ▶ Running 0 55
Apr 21 → Apr 21 Reschedule ▶ Running 0 55
Apr 21 → Apr 21 Completed ▶ Running 0 55
Apr 21 → May 5 Scheduled ▶ Running 10 65
May 5 → May 6 Tech On Site ▶ Running 1 66
Dispatch 0.0d
Coordinators 67.5d
Field Work 1.1d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
67.5 days
Over SLA
Field Work
1.1 days
Created: Feb 2, 2026 Due: Apr 30, 2026 Completed: May 6, 2026 (5 days late)
📅
66.5 days Total Age
⏱️
46.0d in Ready for Scheduling Longest Stage
🔄
9 transitions Status Changes
⚠️
62.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 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 20, 2026
Visit 2 May 5, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00564086
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 40 Pcs https://www.ebiotrack.com/inspection.php?iid=32828
Priority
Standard
Origin
Email
Reason
New Case
Contact
Edgar Chavez
Owner
Kimberly Hardison
Created
Jan 31, 2026
Work Orders from this Case (1)
WO-01341270 (current) Invoiced
Inspection • Angel Rios
Created: Feb 2, 2026 • Closed: May 6, 2026
Completed with significant delays
Invoiced • 195 days old
🚨
Primary Delay 46.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 62.4 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
20.4d / 2.0d SLA
Completed
0.4d / 1.0d SLA
Reschedule
1.0d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Closed
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4-21 Mburris chat from tech to reset ......I have to come back to complete the inspection. The site manager (Carlos) agreed for me to comeback April 30th at 11am.

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

🔧 Work Performed
4/20 Performed Annual Equipment Electrical Safety Test And Calibration Service for 27 units. Manager (Carlos) agreed for me to come back on April 30th at 11am to complete the inspection. 5/05 Performed Annual Equipment Electrical Safety Test And Calibration Service for 14 units to complete inspection.
🔍 Technician Findings
Perform Annual Equipment Electrical Safety Test And Calibration Service.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 40 Pcs https://www.ebiotrack.com/inspection.php?iid=32828

Timeline

📞
Case Linked Jan 31, 12:01 AM
Case Number: 00564086
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Feb 2, 9:41 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
🚨 46.0 business days
👷
▶
2 Technician Assigned Apr 7, 10:58 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 64d 0h
🗓️
▶
2 Status: Scheduled Apr 7, 11:51 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-04-20T17:00:00.000+0000
🚨 10.0 business days
⏱️
2x Labor Added Apr 20, 5:56 PM
Type: Labor, Travel
Status: Open
Qty: 1.5, 56
⏱️
▶
2 Labor Added Apr 20, 8:17 PM
Labor Added → Status: Tech On Site
🔧
Status: Tech On Site by Angel Rios
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 8h
⏱️
▶
2 2x Labor Added Apr 20, 11:36 PM
2x Labor Added → Status: Reschedule
🔄
Status: Reschedule by Angel Rios
From: Completed, Tech On Site
To: Reschedule, Completed
Duration in Previous: 3h 20m
🗓️
▶
2 Status: Scheduled Apr 21, 4:56 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-04-30T18:00:00.000+0000
📅
Dispatch Scheduled by Michael Burris Apr 22, 9:57 AM
Scheduled For: 2026-05-05T21:00:00.000+0000
🚨 10.0 business days
🔧
Status: Tech On Site by Angel Rios May 5, 6:10 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 1h
⏱️
2x Labor Added May 5, 7:28 PM
Type: Labor, Travel
Status: Open
Qty: 1.25
⏱️
▶
2 3x Labor Added May 5, 11:57 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Angel Rios
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 5h 50m
⏳ 2.0 business days
📄
Status: Ready to Bill by Diane Patton May 7, 10:26 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 10h, 0m
🚨 27.0 business days
🧾
Invoice Created Jun 15, 10:21 AM
Invoice Number: SM-261217

Bottlenecks

Ready for Scheduling
Duration: 46.0 business days (threshold: 1.0 business days)
Exceeded by 45.0 business days
Scheduled
Duration: 10.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business days
Scheduled
Duration: 10.4 business days (threshold: 2.0 business days)
Exceeded by 8.4 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00564086
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Angel Rios
Scheduled
May 5, 5:00 PM
Created
Feb 2, 9:41 AM
Invoice #
SM-261217

Work Details (10)

Name Type Status Qty Amount Date
WL-03193325 Labor Open 1.5 $0.00 Apr 20, 5:56 PM
WL-03193326 Travel Open 56 - Apr 20, 5:56 PM
WL-03193492 Labor Open 2.5 $0.00 Apr 20, 8:17 PM
WL-03193770 Labor Open 3.25 $0.00 Apr 20, 11:36 PM
WL-03193771 Travel Open 131 - Apr 20, 11:36 PM
WL-03215620 Labor Open 1.25 $0.00 May 5, 7:28 PM
WL-03215621 Travel Open 25 - May 5, 7:28 PM
WL-03215992 Labor Open 2 $1,495.00 May 5, 11:57 PM
WL-03215993 Labor Open 0.5 $0.00 May 5, 11:57 PM
WL-03215994 Labor Open 3 $0.00 May 5, 11:57 PM

Details