Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01341283 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health at Crossover Health at Mathilda — 323 Soquel Way, Sunnyvale CA, 94085

Feb 2, 2026 → Apr 8, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (27 biz days late)
Active: 46 biz days
🕐 Clock stopped: Completed (Apr 8, 2026)
▶ Clock Running
Status: Created
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 0 of ? biz days used
40d
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Mar 31, 2026
40 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 31 → Mar 31, 2026
0 business days (counted)
Running total: 40 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Mar 31 → Apr 7, 2026
5 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 7 → Apr 8, 2026
1 business day (counted)
Running total: 46 of ? biz days used
Created: Feb 2, 2026 Completed: Apr 8, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 2 → Feb 2 Created ▶ Running 0 0
Feb 2 → Mar 31 Ready for Scheduling ▶ Running 40 40
Mar 31 → Mar 31 Assigned ▶ Running 0 40
Mar 31 → Apr 7 Scheduled ▶ Running 5 45
Apr 7 → Apr 8 Tech On Site ▶ Running 1 46
Dispatch 0.0d
Coordinators 46.7d
Field Work 1.8d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
46.7 days
Over SLA
Field Work
1.8 days
Created: Feb 2, 2026 Due: Apr 30, 2026 Completed: Apr 8, 2026 (22 days early)
📅
47.0 days Total Age
⏱️
41.0d in Ready for Scheduling Longest Stage
🔄
7 transitions Status Changes
⚠️
44.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00564084
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 42 pieces https://www.ebiotrack.com/inspection.php?iid=32826
Priority
Standard
Origin
Email
Reason
New Case
Contact
Edgar Chavez
Owner
Sherry Reich
Created
Jan 31, 2026
Work Orders from this Case (1)
WO-01341283 (current) Invoiced
Inspection • Angel Rios
Created: Feb 2, 2026 • Closed: Apr 8, 2026
Completed with significant delays
Invoiced • 195 days old
🚨
Primary Delay 41.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 44.6 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
41.0d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
5.6d / 2.0d SLA
Tech On Site
0.9d / 1.0d SLA
Completed
1.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3-31 Mburris called spoke with Edgar set for 4-7 10am

2/2/26 SReich - Changed inspection from Initial Annual Inspection to Annual Inspection.

🔧 Work Performed
Performed Annual Equipment Electrical Safety Test And Calibration Service for 43 units.
🔍 Technician Findings
Perform Annual Equipment Electrical Safety Test And Calibration Service.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 42 pieces https://www.ebiotrack.com/inspection.php?iid=32826

Timeline

📞
Case Linked Jan 31, 12:01 AM
Case Number: 00564084
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Feb 2, 10:22 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
🚨 41.0 business days
👷
2 Technician Assigned Mar 31, 2:23 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 57d 2h
📅
2 Dispatch Scheduled Mar 31, 3:04 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Michael Burris
From: Assigned
To: Scheduled
Duration in Previous: 40m
⚠️ 6.0 business days
🔧
Status: Tech On Site by Angel Rios Apr 7, 2:36 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 23h
⏱️
3x Labor Added Apr 7, 6:19 PM
Type: Labor, Travel
Status: Open
Qty: 2.25, 55
⏱️
2x Labor Added Apr 7, 9:20 PM
Type: Labor
Status: Open
Qty: 4.25
✔️
Status: Completed by Angel Rios Apr 7, 9:27 PM
From: Tech On Site
To: Completed
Duration in Previous: 6h 50m
🏁
Status: Closed by Angel Rios Apr 8, 5:10 AM
From: Completed
To: Closed
Duration in Previous: 7h 43m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Apr 9, 11:05 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 5h, 0m
3.0 business days
🧾
Invoice Created Apr 13, 10:31 AM
Invoice Number: SM-258781

Bottlenecks

Ready for Scheduling
Duration: 41.0 business days (threshold: 1.0 business days)
Exceeded by 40.0 business days
Scheduled
Duration: 5.6 business days (threshold: 2.0 business days)
Exceeded by 3.6 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00564084
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Angel Rios
Scheduled
Apr 7, 1:00 PM
Created
Feb 2, 10:22 AM
Invoice #
SM-258781

Work Details (5)

Name Type Status Qty Amount Date
WL-03176647 Labor Open 2.25 $0.00 Apr 7, 6:19 PM
WL-03176648 Travel Open 55 - Apr 7, 6:19 PM
WL-03176649 Travel Open 55 - Apr 7, 6:19 PM
WL-03176976 Labor Open 4.25 $1,495.00 Apr 7, 9:20 PM
WL-03176977 Labor Open 4 $0.00 Apr 7, 9:20 PM

Details