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WO-01294214 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - High Point, NC — 2850 South Main Street Ste 104, High Point NC, 27263

Jul 28, 2025 → Sep 10, 2025

✅ Completed
PSM
SLA Clock
Last business day of July 2025 · Target: Jul 31, 2025
✗ SLA Missed (27 biz days late)
Active: 31 biz days
🕐 Clock stopped: Tech Off Site (Sep 10, 2025)
▶ Clock Running
Status: Created
Jul 28 → Jul 28, 2025
0 business days (counted)
Running total: 0 of ? biz days used
21d
▶ Clock Running
Status: Ready for Scheduling
Jul 28 → Aug 26, 2025
21 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Assigned
Aug 26 → Aug 29, 2025
3 business days (counted)
Running total: 24 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Aug 29 → Sep 10, 2025
7 business days (counted)
Running total: 31 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 10 → Sep 10, 2025
0 business days (counted)
Running total: 31 of ? biz days used
Created: Jul 28, 2025 Tech Off Site: Sep 10, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jul 28 → Jul 28 Created ▶ Running 0 0
Jul 28 → Aug 26 Ready for Scheduling ▶ Running 21 21
Aug 26 → Aug 29 Assigned ▶ Running 3 24
Aug 29 → Sep 10 Scheduled ▶ Running 7 31
Sep 10 → Sep 10 Tech On Site ▶ Running 0 31
Dispatch 0.0d
Coordinators 34.0d
Field Work 0.7d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
34.0 days
Over SLA
Field Work
0.7 days
Created: Jul 28, 2025 Due: Sep 24, 2025 Completed: Sep 10, 2025 (14 days early)
📅
32.0 days Total Age
⏱️
22.0d in Ready for Scheduling Longest Stage
🔄
6 transitions Status Changes
⚠️
31.1d 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 #00513933
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 128 pieces https://www.ebiotrack.com/inspection.php?iid=28978
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kala Garner
Owner
Leona Coonrod
Created
Jul 27, 2025
Work Orders from this Case (1)
WO-01294214 (current) Invoiced
Inspection • Christopher Morning
Created: Jul 28, 2025 • Closed: Sep 10, 2025
Completed with significant delays
Invoiced • 219 days old
🚨
Primary Delay 22.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 31.1 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
22.0d / 1.0d SLA
Assigned
4.0d / 0.5d SLA
Scheduled
8.0d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Closed
1.6d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

8/29 MOwens Morgan replied back that a Wed or Friday work the best for scheduling. Replied back scheduling the visit for Wed 9/10 with eta between 9-10am.

8/28 MOwens Sent email to Morgan Johnson.

🔧 Work Performed
9-10-25 CTM - Performed Annual Inspection on all medical equipment located. Total of 122 pieces of equipment inspected . ALL PASS. Notified POC Kala Garner of Inspection findings and completion .
🔍 Technician Findings
9-10-25 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 128 pieces https://www.ebiotrack.com/inspection.php?iid=28978

Timeline

📞
Case Linked Jul 27, 7:00 AM
Case Number: 00513933
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Jul 28, 9:27 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 22.0 business days
👷
2 Technician Assigned Aug 26, 9:15 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 28d 23h
4.0 business days
🗓️
2 Status: Scheduled Aug 29, 8:45 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-09-10T13:00:00.000+0000
⚠️ 8.0 business days
⏱️
2x Labor Added Sep 10, 9:53 AM
Type: Labor, Travel
Status: Open
Qty: 2.75, 106
🔧
Status: Tech On Site by Christopher Morning Sep 10, 9:59 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 12d 1h
⏱️
2 3x Labor Added Sep 10, 3:18 PM
3x Labor Added → Status: Tech Off Site
🚗
Status: Tech Off Site by Christopher Morning
From: Tech On Site, Tech Off Site, Completed
To: Tech Off Site, Completed, Closed
Duration in Previous: 5h 19m, 0m
📄
Status: Ready to Bill by Diane Patton Sep 11, 12:25 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 21h 4m, 0m
2.0 business days
🧾
Invoice Created Sep 12, 6:15 PM
Invoice Number: SM-240598

Bottlenecks

Ready for Scheduling
Duration: 22.0 business days (threshold: 1.0 business days)
Exceeded by 21.0 business days
Assigned
Duration: 4.0 business days (threshold: 4.0 business hours)
Exceeded by 3.5 business days
Scheduled
Duration: 8.0 business days (threshold: 2.0 business days)
Exceeded by 6.0 business days
Closed
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.7 business hours

🔗 Related Artifacts

📞
Case 00513933
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Sep 10, 9:00 AM
Created
Jul 28, 9:27 AM
Invoice #
SM-240598

Work Details (5)

Name Type Status Qty Amount Date
WL-02930835 Labor Open 2.75 $0.00 Sep 10, 9:53 AM
WL-02930836 Travel Open 106 - Sep 10, 9:53 AM
WL-02931297 Labor Open 5.75 $3,079.60 Sep 10, 3:18 PM
WL-02931298 Labor Open 2.5 $0.00 Sep 10, 3:18 PM
WL-02931303 Travel Open 106 - Sep 10, 3:19 PM

Details