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WO-01293766 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Greensboro, NC — 1007 Summit, Greensboro NC, 27405

Jul 24, 2025 → Sep 17, 2025

✅ Completed
PSM
SLA Clock
Last business day of July 2025 · Target: Jul 31, 2025
✗ SLA Missed (32 biz days late)
Active: 38 biz days
🕐 Clock stopped: Completed (Sep 17, 2025)
▶ Clock Running
Status: Created
Jul 24 → Jul 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
23d
▶ Clock Running
Status: Ready for Scheduling
Jul 24 → Aug 26, 2025
23 business days (counted)
Running total: 23 of ? biz days used
5d
▶ Clock Running
Status: Assigned
Aug 26 → Sep 3, 2025
5 business days (counted)
Running total: 28 of ? biz days used
10d
▶ Clock Running
Status: Scheduled
Sep 3 → Sep 17, 2025
10 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 38 of ? biz days used
Created: Jul 24, 2025 Completed: Sep 17, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jul 24 → Jul 24 Created ▶ Running 0 0
Jul 24 → Aug 26 Ready for Scheduling ▶ Running 23 23
Aug 26 → Sep 3 Assigned ▶ Running 5 28
Sep 3 → Sep 17 Scheduled ▶ Running 10 38
Sep 17 → Sep 17 Tech On Site ▶ Running 0 38
Dispatch 0.0d
Coordinators 40.9d
Field Work 0.7d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
40.9 days
Over SLA
Field Work
0.7 days
Billing
0.0 days
Created: Jul 24, 2025 Due: Sep 30, 2025 Completed: Sep 17, 2025 (13 days early)
📅
39.0 days Total Age
⏱️
24.0d in Ready for Scheduling Longest Stage
🔄
8 transitions Status Changes
⚠️
37.6d 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 #00513150
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 89 pcs https://www.ebiotrack.com/inspection.php?iid=28927
Priority
Standard
Origin
Email
Reason
New Case
Contact
Erica Carter
Owner
Jessica Sells
Created
Jul 24, 2025
Work Orders from this Case (1)
WO-01293766 (current) Invoiced
Inspection • Christopher Morning
Created: Jul 24, 2025 • Closed: Sep 17, 2025
Completed with significant delays
Invoiced • 224 days old
🚨
Primary Delay 24.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 37.6 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
24.0d / 1.0d SLA
Assigned
6.0d / 0.5d SLA
Scheduled
10.9d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
0.3d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

from from 9/3 MOwens Kala replied back and said Wed. afternoons work the best. Replied back from scheduling the inspection for Wed. 9/19 from 12-5pm

9/3 MOwens Sent email to Erica/Kala asking for good dates to schedule the inspection visit.

🔧 Work Performed
9-16-25 CTM - Performed Annual Inspection on all medical equipment located . Total of 92 pieces of equipment inspected . ALL PASS . Notified POC Kala Garner of Inspection findings and completion.
🔍 Technician Findings
9-16-25 CTM - Perform Annual Inspection on all medical equipment located. Notify POC of inspection findings and completion
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 89 pcs https://www.ebiotrack.com/inspection.php?iid=28927

Timeline

📞
Case Linked Jul 24, 7:00 AM
Case Number: 00513150
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Jul 24, 9:16 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 24.0 business days
👷
▶
2 Technician Assigned Aug 26, 10:19 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 33d 1h
⚠️ 6.0 business days
🗓️
▶
2 Status: Scheduled Sep 3, 1:05 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-09-17T16:00:00.000+0000
🚨 11.0 business days
🔧
Status: Tech On Site by Christopher Morning Sep 17, 12:08 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 23h
⏱️
2x Labor Added Sep 17, 12:17 PM
Type: Labor, Travel
Status: Open
Qty: 0.75, 19
⏱️
Labor Added Sep 17, 3:04 PM
Type: Labor
Status: Open
Qty: 3.5
🚗
▶
2 Travel Added Sep 17, 3:31 PM
Travel Added → Status: Completed
✔️
Status: Completed by Christopher Morning
From: Tech On Site
To: Completed
Duration in Previous: 3h 23m
⏱️
▶
2 Labor Added Sep 17, 6:01 PM
Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 2h 30m
📄
▶
2 Status: Ready to Bill Sep 18, 2:34 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
⏳ 2.0 business days
🧾
Invoice Created Sep 21, 10:51 PM
Invoice Number: SM-241335

Bottlenecks

Ready for Scheduling
Duration: 24.0 business days (threshold: 1.0 business days)
Exceeded by 23.0 business days
Assigned
Duration: 6.0 business days (threshold: 4.0 business hours)
Exceeded by 5.5 business days
Scheduled
Duration: 10.9 business days (threshold: 2.0 business days)
Exceeded by 8.9 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 2.0 business hours

🔗 Related Artifacts

📞
Case 00513150
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Sep 17, 12:00 PM
Created
Jul 24, 9:16 AM
Invoice #
SM-241335

Work Details (5)

Name Type Status Qty Amount Date
WL-02938690 Labor Open 0.75 $0.00 Sep 17, 12:17 PM
WL-02938691 Travel Open 19 - Sep 17, 12:17 PM
WL-02938950 Labor Open 3.5 $2,365.60 Sep 17, 3:04 PM
WL-02939005 Travel Open 94 - Sep 17, 3:31 PM
WL-02939464 Labor Open 2.5 $0.00 Sep 17, 6:01 PM

Details