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WO-01341280 ↗ ServiceMax

CNY Fertility • Inspection • PSM

📍 CNY Fertility - Sarasota — 5922 Cattlemen Ln, Sarasota FL, 34232

Feb 2, 2026 → Apr 23, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (38 biz days late)
Active: 57 biz days
🕐 Clock stopped: Completed (Apr 23, 2026)
▶ Clock Running
Status: Created
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 0 of ? biz days used
48d
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Apr 10, 2026
48 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 10 → Apr 10, 2026
0 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 10 → Apr 15, 2026
3 business days (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Entered
Apr 15 → Apr 15, 2026
0 business days (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Apr 15 → Apr 15, 2026
0 business days (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 15 → Apr 15, 2026
0 business days (counted)
Running total: 51 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Apr 15 → Apr 23, 2026
6 business days (counted)
Running total: 57 of ? biz days used
Created: Feb 2, 2026 Completed: Apr 23, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Feb 2 → Feb 2 Created ▶ Running 0 0
Feb 2 → Apr 10 Ready for Scheduling ▶ Running 48 48
Apr 10 → Apr 10 Assigned ▶ Running 0 48
Apr 10 → Apr 15 Scheduled ▶ Running 3 51
Apr 15 → Apr 15 Entered ▶ Running 0 51
Apr 15 → Apr 15 Ready for Scheduling ▶ Running 0 51
Apr 15 → Apr 15 Assigned ▶ Running 0 51
Apr 15 → Apr 23 Scheduled ▶ Running 6 57
Dispatch 0.0d
Coordinators 59.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
59.9 days
Over SLA
Created: Feb 2, 2026 Due: Apr 30, 2026 Completed: Apr 23, 2026 (7 days early)
📅
58.0 days Total Age
⏱️
49.0d in Ready for Scheduling Longest Stage
🔄
5 transitions Status Changes
⚠️
56.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00564087
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 104 Pcs https://www.ebiotrack.com/inspection.php?iid=32829
Priority
Standard
Origin
Email
Reason
New Case
Contact
Nathan Forman
Owner
Kimberly Hardison
Created
Jan 31, 2026
Work Orders from this Case (1)
WO-01341280 (current) Invoiced
Inspection • Yves Dessin
Created: Feb 2, 2026 • Closed: Apr 23, 2026
Completed with significant delays
Invoiced • 195 days old
🚨
Primary Delay 49.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 56.3 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
49.0d / 1.0d SLA
Scheduled
10.9d / 2.0d SLA
Closed
2.4d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/15/26 AJinerson - Reassigning tech but keeping original scheduled date/time. Original tech will be out week of 4/20-4/24 and we are traveling other HCP tech into area to assist w/ coverage.


4/10/26 AJinerson - Called POC to schedule tech visit. Spoke with Nate and confirmed Thursdays work best for them. 

Scheduled for Thursday, 4/23 with eta between 9am-11am. 

Site will have no patients in afternoon. 

POC onsite: Nate or George. 

Arrival instructions: Check in at front desk. Nate or George. 

No further special instructions needed, confirmed Sarasota address. 

🔧 Work Performed
Inspected and calibration verified 102 devices 102 devices passed Returned all back to service
🔍 Technician Findings
Arrived at site
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 104 Pcs https://www.ebiotrack.com/inspection.php?iid=32829

Timeline

📞
Case Linked Jan 31, 12:01 AM
Case Number: 00564087
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Feb 2, 10:12 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
🚨 49.0 business days
👷
▶
3 Status: Assigned Apr 10, 12:46 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Abby Jinerson
Technician: Joseph Anderson
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-04-23T13:00:00.000+0000
⏳ 4.0 business days
🆕
▶
3 Status: Entered Apr 15, 8:51 AM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Abby Jinerson
Technician: Yves Dessin
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-04-23T13:00:00.000+0000
⚠️ 7.0 business days
⏱️
▶
3 5x Labor Added Apr 23, 4:45 PM
5x Labor Added → Expenses Added → Status: Completed
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Yves Dessin
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 8d 7h, 0m
⏳ 2.9 business days
📄
Status: Ready to Bill by Diane Patton Apr 27, 2:30 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 3d 21h, 0m
🚨 54.0 business days
🧾
Invoice Created Jul 14, 9:56 AM
Invoice Number: SM-260252

Bottlenecks

Ready for Scheduling
Duration: 49.0 business days (threshold: 1.0 business days)
Exceeded by 48.0 business days
Scheduled
Duration: 3.9 business days (threshold: 2.0 business days)
Exceeded by 1.9 business days
Scheduled
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days

🔗 Related Artifacts

📞
Case 00564087
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Yves Dessin
Scheduled
Apr 23, 9:00 AM
Created
Feb 2, 10:12 AM
Invoice #
SM-260252

Work Details (6)

Name Type Status Qty Amount Date
WL-03198427 Labor Open 1 $0.00 Apr 23, 4:45 PM
WL-03198428 Labor Open 8 $3,251.60 Apr 23, 4:45 PM
WL-03198429 Labor Open 1 $0.00 Apr 23, 4:45 PM
WL-03198430 Travel Open 30 - Apr 23, 4:45 PM
WL-03198431 Travel Open 30 - Apr 23, 4:45 PM
WL-03198438 Expenses Open 1 $0.00 Apr 23, 4:48 PM

Details