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WO-01291596 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Center Point, AL — 1687 Center Point Parkway, Ste 121, Birmingham AL, 35215

Jul 14, 2025 → Sep 30, 2025

✅ Completed
PSM
SLA Clock
Last business day of July 2025 · Target: Jul 31, 2025
✗ SLA Missed (41 biz days late)
Active: 55 biz days
🕐 Clock stopped: Completed (Sep 30, 2025)
▶ Clock Running
Status: Created
Jul 14 → Jul 14, 2025
0 business days (counted)
Running total: 0 of ? biz days used
46d
▶ Clock Running
Status: Ready for Scheduling
Jul 14 → Sep 17, 2025
46 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 17 → Sep 23, 2025
4 business days (counted)
Running total: 50 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Sep 23 → Sep 30, 2025
5 business days (counted)
Running total: 55 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 30 → Sep 30, 2025
0 business days (counted)
Running total: 55 of ? biz days used
Created: Jul 14, 2025 Completed: Sep 30, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jul 14 → Jul 14 Created ▶ Running 0 0
Jul 14 → Sep 17 Ready for Scheduling ▶ Running 46 46
Sep 17 → Sep 23 Assigned ▶ Running 4 50
Sep 23 → Sep 30 Scheduled ▶ Running 5 55
Sep 30 → Sep 30 Tech On Site ▶ Running 0 55
Dispatch 0.0d
Coordinators 57.6d
Field Work 0.8d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
57.6 days
Over SLA
Field Work
0.8 days
Billing
0.0 days
Created: Jul 14, 2025 Due: Sep 30, 2025 Completed: Sep 30, 2025 (on time)
📅
56.0 days Total Age
⏱️
47.0d in Ready for Scheduling Longest Stage
🔄
8 transitions Status Changes
⚠️
54.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00510043
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equip: 85 https://www.ebiotrack.com/inspection.php?iid=28704
Priority
Standard
Origin
Email
Reason
New Case
Contact
Damitra Merritt
Owner
John Rolston
Created
Jul 13, 2025
Work Orders from this Case (1)
WO-01291596 (current) Invoiced
Inspection • Dylan Ingraham
Created: Jul 14, 2025 • Closed: Sep 30, 2025
Completed with significant delays
Invoiced • 233 days old
🚨
Primary Delay 47.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 54.3 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
47.0d / 1.0d SLA
Assigned
4.8d / 0.5d SLA
Scheduled
5.8d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
Closed
1.3d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/23/25 AJinerson - Called and spoke with Damitra and confirmed tech visit for Tuesday, 9/30 with eta between 9am-10am. 


9/17/25 AJinerson - Sent email to POC Damitra offering tech visit on 9/30 with eta between 8am-10am.


9/17/25 AJinerson - Called POC to schedule tech visit. Left VM for POC to schedule. 

🔧 Work Performed
9/30 DI: ARRIVED TO SITE AND CHECKED IN WITH CUSTOMER - COMPLETED ANNUAL INSPECTION SERVICE OF 89 DEVICES (88 PASS - 1 FAIL) - VERIFIED ALL ROOMS HAD BEEN COVERED / DEVICES LOCATED - ADVISED CUSTOMER OF EQUIPMENT STATUS AND ARCHIVED OLD / MISSING DEVICES - RETURNED ALL PASSING DEVICES
🔍 Technician Findings
9/30 DI: ANNUAL INSPECTION SERVICE
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equip: 85 https://www.ebiotrack.com/inspection.php?iid=28704

Timeline

📞
Case Linked Jul 13, 7:00 AM
Case Number: 00510043
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Jul 14, 10:16 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by John Rolston
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 47.0 business days
👷
▶
2 Technician Assigned Sep 17, 1:57 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 65d 3h
⚠️ 5.0 business days
🗓️
▶
2 Status: Scheduled Sep 23, 1:31 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-09-30T13:00:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Dylan Ingraham Sep 30, 10:59 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 21h
⏱️
▶
2 6x Labor Added Sep 30, 5:41 PM
6x Labor Added → Status: Completed
✔️
Status: Completed by Dylan Ingraham
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 6h 45m, 0m
📄
▶
3 Status: Ready to Bill Oct 1, 11:09 AM
Status: Ready to Bill → Status: Invoice Pending → Status: Invoiced
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⏳ 3.0 business days
🧾
Invoice Created Oct 3, 11:59 PM
Invoice Number: SM-242530

Bottlenecks

Ready for Scheduling
Duration: 47.0 business days (threshold: 1.0 business days)
Exceeded by 46.0 business days
Assigned
Duration: 4.8 business days (threshold: 4.0 business hours)
Exceeded by 4.3 business days
Scheduled
Duration: 5.8 business days (threshold: 2.0 business days)
Exceeded by 3.8 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business hours

🔗 Related Artifacts

📞
Case 00510043
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Dylan Ingraham
Scheduled
Sep 30, 9:00 AM
Created
Jul 14, 10:16 AM
Invoice #
SM-242530

Work Details (6)

Name Type Status Qty Amount Date
WL-02954885 Labor Open 0.5 $0.00 Sep 30, 5:41 PM
WL-02954886 Labor Open 6 $2,294.20 Sep 30, 5:41 PM
WL-02954887 Labor Open 0.5 $0.00 Sep 30, 5:41 PM
WL-02954888 Travel Open 10 - Sep 30, 5:41 PM
WL-02954889 Travel Open 10 - Sep 30, 5:41 PM
WL-02954890 Expenses Open 1 $0.00 Sep 30, 5:41 PM

Details