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← WO Overview

WO-01286920 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Walnut Hills, OH — 1431 Wayne Ave, Dayton OH, 45410

Jul 8, 2025 → Oct 3, 2025

✅ Completed
PSM
SLA Clock
Last business day of July 2025 · Target: Jul 31, 2025
✗ SLA Missed (45 biz days late)
Active: 62 biz days
🕐 Clock stopped: Completed (Oct 4, 2025)
▶ Clock Running
Status: Created
Jul 8 → Jul 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jul 8 → Jul 10, 2025
2 business days (counted)
Running total: 2 of ? biz days used
43d
▶ Clock Running
Status: Assigned
Jul 10 → Sep 10, 2025
43 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: Entered
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 45 of ? biz days used
11d
▶ Clock Running
Status: On Hold
Sep 10 → Sep 25, 2025
11 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 25 → Sep 25, 2025
0 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 25 → Sep 25, 2025
0 business days (counted)
Running total: 56 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Sep 25 → Oct 3, 2025
6 business days (counted)
Running total: 62 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 3 → Oct 4, 2025
0 business days (counted)
Running total: 62 of ? biz days used
Created: Jul 8, 2025 Completed: Oct 4, 2025
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Jul 8 → Jul 8 Created ▶ Running 0 0
Jul 8 → Jul 10 Ready for Scheduling ▶ Running 2 2
Jul 10 → Sep 10 Assigned ▶ Running 43 45
Sep 10 → Sep 10 Entered ▶ Running 0 45
Sep 10 → Sep 25 On Hold ▶ Running 11 56
Sep 25 → Sep 25 Ready for Scheduling ▶ Running 0 56
Sep 25 → Sep 25 Assigned ▶ Running 0 56
Sep 25 → Oct 3 Scheduled ▶ Running 6 62
Oct 3 → Oct 4 Tech On Site ▶ Running 0 62
Dispatch 0.0d
Holding 12.0d (excluded)
Coordinators 52.8d
Field Work 1.0d
Billing 18.9d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
12.0 days
Coordinators
52.8 days
Over SLA
Field Work
1.0 days
Billing
18.9 days
Over SLA
Created: Jul 8, 2025 Due: Sep 30, 2025 Completed: Oct 4, 2025 (3 days late)
📅
62.7 days Total Age
⏱️
43.3d in Assigned Longest Stage
🔄
11 transitions Status Changes
⚠️
67.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00508431
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equip: 107 https://www.ebiotrack.com/inspection.php?iid=28597
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kelly Shelly
Owner
John Rolston
Created
Jul 8, 2025
Work Orders from this Case (1)
WO-01286920 (current) Invoiced
Inspection • Jordan Moceri
Created: Jul 8, 2025 • Closed: Oct 3, 2025
Completed with significant delays
Invoiced • 239 days old
🚨
Primary Delay 43.3 days stuck in "Assigned"
⏱️
Total Delay 67.1 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
2.8d / 1.0d SLA
Assigned
43.4d / 0.5d SLA
On Hold
12.0d
Scheduled
6.6d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
18.9d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

 9/25/2025 CRamen spoke with Kim 937-266-7301 and scheduled for Friday 10/3/2025 with arrival between 8-10am. Facility closes at 5. Kim will be on-site that day if needed 937-266-7301. No special access requirements. Was just removed from being on-hold today due to contact issues


9/25/2025 Spoke with Katie 937-4056719 and she said to call Kimberly @937-266-7301


9/25 SBerry: Confirmed contact and added secondary contact; moved WO to RFS9/10/25 RCook- Escalating WO to account manager due to contact issues.


9/5/2025 CRamen left a vm for a returned call to schedule. 


9/4/2025 CRamen Logged email requesting Thursday 9/18/2025 with an arrival window between 8-10am. Placeholder set


8/28/2025 CRamen left a vm 937-657-9099 for a returned call to schedule. 


8/27/2025 CRamen left a vm after being hung up on first call to return call to schedule for Thursday 9/4/2025 between 8-10am. 


8/27/25 RCook- Chattered: @Scott Berry​ I received an email from Kelly Shelly stating she is not the contact for this site. The correct contact is Kimberly Bond kimberly.bond2@oakstreethealth.com Can you please update the contact in SMX and EBT? Thank you!


8/27/25 RCook- Emailed Kimberly Bond to schedule. See logged email.


8/27/25 RCook- Received email from Kelly Shelly stating: Hi everyone. I'm not the site contact for any of the Oak Street Health locations. I am the Interim Department Lead for the OSH Facilities Team after Pryce Williams left the company earlier this year.


The new Practice Manager for Walnut Hills is Kimberly Bond. kimberly.bond2@oakstreethealth.com


8/26/25 RCook- Emailed Kelly Shelly to schedule. See logged email.


8/26/25 RCook- LM with Kelly Shelly to schedule. 


8/22/2025 CRamen logged email requesting Tuesday 9/2/2025 with an arrival window between 8-10am. Placeholder set

🔧 Work Performed
performed inspection
🔍 Technician Findings
inspection needed
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equip: 107 https://www.ebiotrack.com/inspection.php?iid=28597

Timeline

📞
Case Linked Jul 8, 7:02 AM
Case Number: 00508431
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jul 8, 2:02 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by John Rolston
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
3.0 business days
👷
2 Technician Assigned Jul 10, 5:12 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 3h
🚨 43.8 business days
🆕
Status: Entered by Rhea Berry Sep 10, 8:43 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 61d 15h, 0m
🚨 12.0 business days
📅
Status: Ready for Scheduling by Scott Berry Sep 25, 2:33 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 15d 5h
👷
4 Technician Assigned Sep 25, 3:17 PM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 43m
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-10-03T12:00:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by Jordan Moceri Oct 3, 9:43 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 18h
🚗
2 2x Travel Added Oct 3, 10:16 AM
2x Travel Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 1.8
⏱️
2 2x Labor Added Oct 3, 11:18 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 13h 35m, 0m
1.1 business days
📄
Status: Ready to Bill by Diane Patton Oct 6, 12:32 PM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 13h
🚨 19.0 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:55 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 25d 3h
💰
Status: Invoiced by Diane Patton Oct 31, 4:03 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 7m
2.0 business days
🧾
Invoice Created Nov 3, 11:32 AM
Invoice Number: SM-245414

Bottlenecks

Ready for Scheduling
Duration: 2.7 business days (threshold: 1.0 business days)
Exceeded by 1.7 business days
Assigned
Duration: 43.3 business days (threshold: 4.0 business hours)
Exceeded by 42.8 business days
Scheduled
Duration: 6.6 business days (threshold: 2.0 business days)
Exceeded by 4.6 business days
Ready to Bill
Duration: 18.9 business days (threshold: 1.0 business days)
Exceeded by 17.9 business days

🔗 Related Artifacts

📞
Case 00508431
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jordan Moceri
Scheduled
Oct 3, 8:00 AM
Created
Jul 8, 2:02 PM
Invoice #
SM-245414

Work Details (5)

Name Type Status Qty Amount Date
WL-02958827 Travel Open 104 - Oct 3, 10:16 AM
WL-02958828 Travel Open 104 - Oct 3, 10:16 AM
WL-02958829 Labor Open 1.8 $0.00 Oct 3, 10:17 AM
WL-02960011 Labor Open 5.2833333333333 $2,532.20 Oct 3, 11:18 PM
WL-02960012 Labor Open 1.75 $0.00 Oct 3, 11:18 PM

Details