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← WO Overview

WO-01295774 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Winston Salem, NC — 2668 Peters Creek Pkwy, Winston-Salem NC, 27127

Aug 5, 2025 → Oct 13, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (29 biz days late)
Active: 47 biz days
🕐 Clock stopped: Completed (Oct 13, 2025)
▶ Clock Running
Status: Created
Aug 5 → Aug 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
15d
▶ Clock Running
Status: Ready for Scheduling
Aug 5 → Aug 26, 2025
15 business days (counted)
Running total: 15 of ? biz days used
23d
▶ Clock Running
Status: Assigned
Aug 26 → Sep 29, 2025
23 business days (counted)
Running total: 38 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Sep 29 → Oct 13, 2025
9 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 47 of ? biz days used
Created: Aug 5, 2025 Completed: Oct 13, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 5 → Aug 5 Created ▶ Running 0 0
Aug 5 → Aug 26 Ready for Scheduling ▶ Running 15 15
Aug 26 → Sep 29 Assigned ▶ Running 23 38
Sep 29 → Oct 13 Scheduled ▶ Running 9 47
Oct 13 → Oct 13 Tech On Site ▶ Running 0 47
Dispatch 0.0d
Coordinators 49.7d
Billing 12.4d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
49.7 days
Over SLA
Billing
12.4 days
Over SLA
Created: Aug 5, 2025 Due: Oct 31, 2025 Completed: Oct 13, 2025 (18 days early)
📅
48.0 days Total Age
⏱️
24.0d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
58.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00516289
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 107 Pcs https://www.ebiotrack.com/inspection.php?iid=29147
Priority
Standard
Origin
Email
Reason
New Case
Contact
Quatisha Mcmurtry
Owner
Kimberly Hardison
Created
Aug 5, 2025
Work Orders from this Case (1)
WO-01295774 (current) Invoiced
Inspection • Christopher Morning
Created: Aug 5, 2025 • Closed: Oct 13, 2025
Completed with significant delays
Invoiced • 212 days old
🚨
Primary Delay 24.0 days stuck in "Assigned"
⏱️
Total Delay 58.6 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
16.0d / 1.0d SLA
Assigned
24.0d / 0.5d SLA
Scheduled
9.7d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
12.4d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/29 MOwens Quatisha replied back to the email and said any day is good for her. I replied back scheduling the inspection for 10/13 from 9-5.


9/29 MOwens Sent an email to Quatisha asking for good dates to schedule the visit in Oct.

9/24 MOwens Called to speak to Quatisha. Left a vm for her to call back to schedule the inspection visit during Oct.

🔧 Work Performed
10-13-22 CTM - Performed Annual Inspection on all equipment located . Total of 133 pieces of equipment located . ALL PASS . Notified POC Quatisha Mcmurtry of findings and completion.
🔍 Technician Findings
10-13-22 CTM - Perform Annual Inspection on all equipment located . Notify POC Quatisha Mcmurtry of findings and completion.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 107 Pcs https://www.ebiotrack.com/inspection.php?iid=29147

Timeline

📞
Case Linked Aug 5, 7:00 AM
Case Number: 00516289
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 5, 9:00 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 16.0 business days
👷
2 Technician Assigned Aug 26, 10:22 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 21d 1h
🚨 24.0 business days
🗓️
2 Status: Scheduled Sep 29, 2:18 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-10-13T13:00:00.000+0000
🚨 10.0 business days
🔧
Status: Tech On Site by Christopher Morning Oct 13, 9:05 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 18h
⏱️
2x Labor Added Oct 13, 9:15 AM
Type: Labor, Travel
Status: Open
Qty: 2.5, 119
⏱️
Labor Added Oct 13, 1:35 PM
Type: Labor
Status: Open
Qty: 4.5
✔️
Status: Completed by Christopher Morning Oct 13, 2:02 PM
From: Tech On Site
To: Completed
Duration in Previous: 4h 56m
⏱️
2 Labor Added Oct 13, 4:16 PM
Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 2h 14m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Oct 15, 4:48 PM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 0h
🚨 12.9 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:55 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 15d 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: 16.0 business days (threshold: 1.0 business days)
Exceeded by 15.0 business days
Assigned
Duration: 24.0 business days (threshold: 4.0 business hours)
Exceeded by 23.5 business days
Scheduled
Duration: 9.7 business days (threshold: 2.0 business days)
Exceeded by 7.7 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 12.4 business days (threshold: 1.0 business days)
Exceeded by 11.4 business days

🔗 Related Artifacts

📞
Case 00516289
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Oct 13, 9:00 AM
Created
Aug 5, 9:00 AM
Invoice #
SM-245414

Work Details (4)

Name Type Status Qty Amount Date
WL-02968356 Labor Open 2.5 $0.00 Oct 13, 9:15 AM
WL-02968357 Travel Open 119 - Oct 13, 9:15 AM
WL-02968649 Labor Open 4.5 $3,341.40 Oct 13, 1:35 PM
WL-02968905 Labor Open 2.25 $0.00 Oct 13, 4:16 PM

Details