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WO-01295594 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Erie — 1535 W 26th Street Ste A, Erie PA, 16508

Aug 4, 2025 → Oct 15, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (30 biz days late)
Active: 50 biz days
🕐 Clock stopped: Completed (Oct 15, 2025)
▶ Clock Running
Status: Created
Aug 4 → Aug 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
22d
▶ Clock Running
Status: Ready for Scheduling
Aug 4 → Sep 4, 2025
22 business days (counted)
Running total: 22 of ? biz days used
14d
▶ Clock Running
Status: Assigned
Sep 4 → Sep 24, 2025
14 business days (counted)
Running total: 36 of ? biz days used
14d
▶ Clock Running
Status: Scheduled
Sep 24 → Oct 15, 2025
14 business days (counted)
Running total: 50 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 15 → Oct 15, 2025
0 business days (counted)
Running total: 50 of ? biz days used
Created: Aug 4, 2025 Completed: Oct 15, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 4 → Aug 4 Created ▶ Running 0 0
Aug 4 → Sep 4 Ready for Scheduling ▶ Running 22 22
Sep 4 → Sep 24 Assigned ▶ Running 14 36
Sep 24 → Oct 15 Scheduled ▶ Running 14 50
Oct 15 → Oct 15 Tech On Site ▶ Running 0 50
Dispatch 0.0d
Coordinators 52.5d
Field Work 1.6d
Billing 10.5d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
52.5 days
Over SLA
Field Work
1.6 days
Over SLA
Billing
10.5 days
Over SLA
Created: Aug 4, 2025 Due: Oct 31, 2025 Completed: Oct 16, 2025 (15 days early)
📅
51.1 days Total Age
⏱️
23.0d in Ready for Scheduling Longest Stage
🔄
9 transitions Status Changes
⚠️
59.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
9 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Philip Krogstad — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 14, 2025
Visit 2 Oct 15, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00515928
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 70 pcs https://www.ebiotrack.com/inspection.php?iid=29124
Priority
Standard
Origin
Email
Reason
New Case
Contact
Sandra Deily
Owner
Jessica Sells
Created
Aug 4, 2025
Work Orders from this Case (1)
WO-01295594 (current) Invoiced
Inspection • Philip Krogstad
Created: Aug 4, 2025 • Closed: Oct 15, 2025
Completed with significant delays
Invoiced • 212 days old
🚨
Primary Delay 23.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 59.4 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
23.0d / 1.0d SLA
Assigned
15.0d / 0.5d SLA
Scheduled
14.5d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
1.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
10.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/9 MOwens Sandra replied back that the tech can start the inspection in the morning of 10/15.

10/9 MOwens Sent an email to Sandra asking fi the tech can start before 12pm on 10/15.

9/24 MOwens Sandra replied back that 10/15 in the afternoon works for the inspection visit. Replied back to schedule the inspection for that day with arrival around 12pm.

9/24 MOwens Sent an email to Sandra asking for good dates to schedule the inspection during Oct.

🔧 Work Performed
Performed annual equipment inspection (90 pcs). Worked with staff to find all equipment.
🔍 Technician Findings
Check in with manager. Perform annual equipment inspection.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 70 pcs https://www.ebiotrack.com/inspection.php?iid=29124

Timeline

📞
Case Linked Aug 4, 7:00 AM
Case Number: 00515928
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 4, 10:40 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
🚨 23.0 business days
👷
2 Technician Assigned Sep 4, 11:16 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 31d 0h
🚨 15.0 business days
🗓️
2 Status: Scheduled Sep 24, 4:20 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-10-15T16:00:00.000+0000
🚨 12.0 business days
💵
2x Expenses Added Oct 9, 11:32 AM
Type: Expenses
Status: Open
Qty: 1
📅
Dispatch Scheduled by Melissa Owens Oct 9, 3:44 PM
Scheduled For: 2025-10-15T13:00:00.000+0000
3.0 business days
⏱️
2x Labor Added Oct 14, 4:00 PM
Type: Labor, Travel
Status: Open
Qty: 6.75, 355
🔧
Status: Tech On Site by Philip Krogstad Oct 15, 8:17 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 20d 15h
⏱️
3x Labor Added Oct 15, 12:47 PM
Type: Labor, Travel
Status: Open
Qty: 0.25, 4.75, 6
✔️
Status: Completed by Philip Krogstad Oct 15, 1:01 PM
From: Tech On Site
To: Completed
Duration in Previous: 4h 44m
⏱️
2x Labor Added Oct 15, 8:53 PM
Type: Labor, Travel
Status: Open
Qty: 6.75, 348
🏁
Status: Closed by Philip Krogstad Oct 15, 9:01 PM
From: Completed
To: Closed
Duration in Previous: 8h 0m
2.4 business days
📄
Status: Ready to Bill by Diane Patton Oct 17, 4:11 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 19h
🚨 11.0 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:55 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 13d 23h
💰
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: 23.0 business days (threshold: 1.0 business days)
Exceeded by 22.0 business days
Assigned
Duration: 15.0 business days (threshold: 4.0 business hours)
Exceeded by 14.5 business days
Scheduled
Duration: 14.5 business days (threshold: 2.0 business days)
Exceeded by 12.5 business days
Completed
Duration: 1.0 business days (threshold: 1.0 business days)
Exceeded by 0.0 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 10.5 business days (threshold: 1.0 business days)
Exceeded by 9.5 business days

🔗 Related Artifacts

📞
Case 00515928
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Philip Krogstad
Scheduled
Oct 15, 9:00 AM
Created
Aug 4, 10:40 AM
Invoice #
SM-245414

Work Details (9)

Name Type Status Qty Amount Date
WL-02964895 Expenses Open 1 $0.00 Oct 9, 11:32 AM
WL-02964896 Expenses Open 1 $0.00 Oct 9, 11:32 AM
WL-02970217 Labor Open 6.75 $0.00 Oct 14, 4:00 PM
WL-02970218 Travel Open 355 - Oct 14, 4:00 PM
WL-02971426 Labor Open 0.25 $0.00 Oct 15, 12:47 PM
WL-02971427 Labor Open 4.75 $2,318.00 Oct 15, 12:47 PM
WL-02971428 Travel Open 6 - Oct 15, 12:47 PM
WL-02972399 Labor Open 6.75 $0.00 Oct 15, 8:53 PM
WL-02972400 Travel Open 348 - Oct 15, 8:53 PM

Details