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WO-01351362 ↗ ServiceMax

EZ WAY • Preventive Maintenance • PSM

📍 Cedarfield — 2300 Cedarfield Parkway, Richmond VA, 23233

Feb 12, 2026 → Mar 11, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (7 biz days late)
Active: 18 biz days
🕐 Clock stopped: Completed (Mar 11, 2026)
▶ Clock Running
Status: Created
Feb 12 → Feb 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
6d
▶ Clock Running
Status: Ready for Scheduling
Feb 12 → Feb 23, 2026
6 business days (counted)
Running total: 6 of ? biz days used
8d
▶ Clock Running
Status: Assigned
Feb 23 → Mar 5, 2026
8 business days (counted)
Running total: 14 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Mar 5 → Mar 11, 2026
4 business days (counted)
Running total: 18 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 11 → Mar 11, 2026
0 business days (counted)
Running total: 18 of ? biz days used
Created: Feb 12, 2026 Completed: Mar 11, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 12 → Feb 12 Created ▶ Running 0 0
Feb 12 → Feb 23 Ready for Scheduling ▶ Running 6 6
Feb 23 → Mar 5 Assigned ▶ Running 8 14
Mar 5 → Mar 11 Scheduled ▶ Running 4 18
Mar 11 → Mar 11 Tech On Site ▶ Running 0 18
Dispatch 0.0d
Coordinators 20.2d
Field Work 1.0d
Billing 0.2d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
20.2 days
Over SLA
Field Work
1.0 days
Billing
0.2 days
Created: Feb 12, 2026 Due: Mar 12, 2026 Completed: Mar 11, 2026 (1 days early)
📅
18.8 days Total Age
⏱️
8.5d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
19.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

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Originating Case

Open in Salesforce →
🎫
Case #00567089
EZ Way - request for PM visit - Cedarfield/Richmond, VA * Dispatch request, no quote needed
Closed
EZ Way is requesting to send a technician to the facility below for a safety/PM visit for 6 EZ Way units. The facility has shared there were some wheels sent last year that the technician said were the wrong size. Please have the technician call our service department while he is there if there are any questions. Notes for technician: Preventative Maintenance inspection requested for 4 EZ Way Lifts & 2 EZ Way Stands. 1st visit- to complete inspections and record on paperwork if replacement parts are needed 2nd visit - possible depending on results from 1st visit and customer’s needs. Fm# 5-002L – fill out for each full body Lift Fm# 5-002S – fill out for each sit-to-stand *The 2nd page for both forms list replacement parts. Please mark the quantities for each part as needed. **To test weight capacity, full weight amounts must be used and facility should provide. **Please note on paperwork if facility did not have adequate weights. EMSAR technician must return copies of forms# 5-002L & #5-002S – all signed by facility contact. Please let Heather/EZ Way know date of appt. – hmccormick@ezlifts.com If tech runs into any issues, please contact Service Dept ( Casey, Caryn, Heather) (800)627-8940 and press ‘3’ for Service (available 7:00 am to 4:30 pm Central Time) **Attached are the checklists to be filled out, service manuals for reference, and the accessory inspection page as a resource when inspecting the accessories. Model L500PS SN 70916518 SN 70913192 SN 70911661 SN 700911660 Model S500PN SN 70917260 Model S400PN SN 200584
Priority
Standard
Origin
Email
Reason
New Case
Contact
Brittany Ingram-Adkins
Owner
Sherry Reich
Created
Feb 10, 2026
Work Orders from this Case (6)
WO-01351361 Invoiced
Preventive Maintenance • Christopher Carroll
Created: Feb 12, 2026 • Closed: Mar 11, 2026
WO-01351362 (current) Invoiced
Preventive Maintenance • Christopher Carroll
Created: Feb 12, 2026 • Closed: Mar 11, 2026
WO-01351363 Invoiced
Preventive Maintenance • Christopher Carroll
Created: Feb 12, 2026 • Closed: Mar 11, 2026
WO-01351364 Canceled
Preventive Maintenance
Created: Feb 12, 2026
WO-01351365 Invoiced
Preventive Maintenance • Christopher Carroll
Created: Feb 12, 2026 • Closed: Mar 11, 2026
WO-01351367 Invoiced
Preventive Maintenance • Christopher Carroll
Created: Feb 12, 2026 • Closed: Mar 11, 2026
Completed with significant delays
Invoiced • 183 days old
🚨
Primary Delay 8.5 days stuck in "Assigned"
⏱️
Total Delay 19.2 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
6.8d / 1.0d SLA
Assigned
8.5d / 0.5d SLA
Scheduled
4.9d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.4d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/5 MOwens Called back to speak to Lauran. Left vm for her to call back. Lauren called back and the repair/inspection visit is scheduled for 3/11 an 3/12 if needed. Arrival between 8-9am on 3/11

🔧 Work Performed
Performed PM. All Functions are Working as Intended Returned to Service
🔍 Technician Findings
Technician Findings upon arrival: Located unit in facility What caused the issue: Annual PM Required Actions Taken/Work Performed: Performed PM. Final Resolution: All Functions are Working as Intended Returned to Service
⚠️ Problem Description
EZ Way is requesting to send a technician to the facility below for a safety/PM visit for 6 EZ Way units. The facility has shared there were some wheels sent last year that the technician said were the wrong size. Please have the technician call our service department while he is there if there are any questions. Notes for technician: Preventative Maintenance inspection requested for 4 EZ Way Lifts & 2 EZ Way Stands. 1st visit- to complete inspections and record on paperwork if replacement parts are needed 2nd visit - possible depending on results from 1st visit and customer’s needs. Fm# 5-002L – fill out for each full body Lift Fm# 5-002S – fill out for each sit-to-stand *The 2nd page for both forms list replacement parts. Please mark the quantities for each part as needed. **To test weight capacity, full weight amounts must be used and facility should provide. **Please note on paperwork if facility did not have adequate weights. EMSAR technician must return copies of forms# 5-002L & #5-002S – all signed by facility contact. Please let Heather/EZ Way know date of appt. – hmccormick@ezlifts.com If tech runs into any issues, please contact Service Dept ( Casey, Caryn, Heather) (800)627-8940 and press ‘3’ for Service (available 7:00 am to 4:30 pm Central Time) **Attached are the checklists to be filled out, service manuals for reference, and the accessory inspection page as a resource when inspecting the accessories.
📄 Description
EZ Way L500 (Series) Smart Lift (L500PN, L500PS)

Timeline

📞
Case Linked Feb 10, 1:15 PM
Case Number: 00567089
Subject: EZ Way - request for PM visit - Cedarfield/Richmond, VA * Dispatch request, no quote needed
Status: Closed
3.0 business days
📋
2 Work Order Created Feb 12, 12:40 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 7.0 business days
👷
2 Technician Assigned Feb 23, 2:56 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 11d 2h
⚠️ 9.0 business days
👷
3 Technician Assigned Mar 5, 11:25 AM
Technician Assigned → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 9d 20h
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-03-11T12:00:00.000+0000
4.9 business days
🔧
Status: Tech On Site by Christopher Carroll Mar 11, 7:57 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 19h
⏱️
Labor Added Mar 11, 4:20 PM
Type: Labor
Status: Open
Qty: 1
✔️
2 Status: Completed Mar 11, 4:31 PM
Status: Completed → Status: Closed
🏁
Status: Closed by Christopher Carroll
From: Completed
To: Closed
Duration in Previous: 1m
3.9 business days
📄
Status: Ready to Bill by Diane Patton Mar 16, 3:16 PM
From: Closed
To: Ready to Bill
Duration in Previous: 4d 22h
📨
Status: Invoice Pending by Diane Patton Mar 16, 3:31 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 15m
🧾
2 Invoice Created Mar 16, 4:42 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1h 10m

Bottlenecks

Ready for Scheduling
Duration: 6.8 business days (threshold: 1.0 business days)
Exceeded by 5.8 business days
Assigned
Duration: 8.5 business days (threshold: 4.0 business hours)
Exceeded by 8.0 business days
Scheduled
Duration: 4.9 business days (threshold: 2.0 business days)
Exceeded by 2.9 business days
Closed
Duration: 3.4 business days (threshold: 1.0 business days)
Exceeded by 2.4 business days

🔗 Related Artifacts

📞
Case 00567089
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
Corporate
Technician
Christopher Carroll
Scheduled
Mar 11, 8:00 AM
Created
Feb 12, 12:40 PM
Invoice #
SM-256655

Work Details (1)

Name Type Status Qty Amount Date
WL-03139765 Labor Open 1 $150.00 Mar 11, 4:20 PM

Details