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← WO Overview

WO-01298068 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Gastonia - CVS#3823 — 1860 West Franklin Boulevard, Gastonia NC, 28052

Aug 18, 2025 → Oct 31, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (42 biz days late)
Active: 52 biz days
🕐 Clock stopped: Completed (Oct 31, 2025)
▶ Clock Running
Status: Created
Aug 18 → Aug 18, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 18 → Aug 20, 2025
2 business days (counted)
Running total: 2 of ? biz days used
24d
▶ Clock Running
Status: Assigned
Aug 20 → Sep 24, 2025
24 business days (counted)
Running total: 26 of ? biz days used
26d
▶ Clock Running
Status: Scheduled
Sep 24 → Oct 31, 2025
26 business days (counted)
Running total: 52 of ? biz days used
Created: Aug 18, 2025 Completed: Oct 31, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Aug 18 → Aug 18 Created ▶ Running 0 0
Aug 18 → Aug 20 Ready for Scheduling ▶ Running 2 2
Aug 20 → Sep 24 Assigned ▶ Running 24 26
Sep 24 → Oct 31 Scheduled ▶ Running 26 52
Dispatch 0.0d
Coordinators 54.0d
Field Work 0.0d
Billing 19.3d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
54.0 days
Over SLA
Field Work
0.0 days
Billing
19.3 days
Over SLA
Created: Aug 18, 2025 Due: Oct 31, 2025 Completed: Oct 31, 2025 (on time)
📅
53.0 days Total Age
⏱️
26.5d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
68.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00519546
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 83 pieces https://www.ebiotrack.com/inspection.php?iid=29368
Priority
Standard
Origin
Email
Reason
New Case
Contact
Tim Godfrey
Owner
Sherry Reich
Created
Aug 16, 2025
Work Orders from this Case (1)
WO-01298068 (current) Invoiced
Inspection • Eric Colon
Created: Aug 18, 2025 • Closed: Oct 31, 2025
Completed with significant delays
Invoiced • 198 days old
🚨
Primary Delay 26.5 days stuck in "Scheduled"
⏱️
Total Delay 68.0 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
3.0d / 1.0d SLA
Assigned
24.5d / 0.5d SLA
Scheduled
26.5d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.3d / 1.0d SLA
Ready to Bill
16.6d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/16/2025 LHill-rec'd call back from Tim. Apologized for having to reschedule. He advised Wednesday or Fridays are better days. Confirmed 10/31 between 8-10.


10/16/2025 LHill-called 646-675-1126 for Tim Godfrey. LM stating we needed to reschedule the visit.


10/17/2025 LHill adding these notes from WO-01308838 so we know why we are rescheduling this WO with customer.

10/16/2025 LHill-rec'd TEAMS message from Matt Bateman-


10/16/2025 LHill-sent TEAMS message to Matt Bateman-


10/1 MOwens Sent email back to Tim to schedule the visit for Friday 10/17 instead of Wed 10/8 because of a scheduling request from another customer.


9/24 MOwens Tim replied back that Wed and Fri. afternoons are the best to schedule the inspection visit. Replied back to schedule the inspection for Wed 10/8 between 11-12.

9/24 MOwens Sent an email to Tim Godfrey asking for good dates in Oct to schedule the inspection .

🔧 Work Performed
10/31/25- EColon- Arrived on-site, checked in with POC. Inspected 84 units, archived 8 units. Inspection complete.
🔍 Technician Findings
Annual Equipment Electrical Safety Test And Calibration Service
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 83 pieces https://www.ebiotrack.com/inspection.php?iid=29368

Timeline

📞
Case Linked Aug 16, 7:00 AM
Case Number: 00519546
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Aug 18, 8:47 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
3.0 business days
👷
2 Technician Assigned Aug 20, 4:22 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 7h
🚨 25.0 business days
🗓️
2 Status: Scheduled Sep 24, 3:53 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-10-08T15:00:00.000+0000
⚠️ 6.0 business days
📅
Dispatch Scheduled by Melissa Owens Oct 1, 3:54 PM
Scheduled For: 2025-10-17T15:00:00.000+0000
🚨 11.0 business days
📅
Dispatch Scheduled by Laura Hill Oct 16, 1:11 PM
Scheduled For: 2025-10-31T15:00:00.000+0000
🚨 12.0 business days
🚗
2 2x Travel Added Oct 31, 2:56 PM
2x Travel Added → 2x Labor Added
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 2, 4
⏱️
3 Labor Added Oct 31, 5:22 PM
Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Eric Colon
From: Scheduled
To: Completed
Duration in Previous: 37d 1h
🏁
Status: Closed by Eric Colon
From: Completed
To: Closed
Duration in Previous: 1m
2.8 business days
📄
Status: Ready to Bill by Diane Patton Nov 4, 2:04 PM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 21h
🚨 17.0 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 26d 23h
3.0 business days
🧾
2 Invoice Created Dec 3, 9:30 AM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1d 19h

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 24.5 business days (threshold: 4.0 business hours)
Exceeded by 24.0 business days
Scheduled
Duration: 26.5 business days (threshold: 2.0 business days)
Exceeded by 24.5 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Ready to Bill
Duration: 16.6 business days (threshold: 1.0 business days)
Exceeded by 15.6 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00519546
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Eric Colon
Scheduled
Oct 31, 11:00 AM
Created
Aug 18, 8:47 AM
Invoice #
SM-247862

Work Details (5)

Name Type Status Qty Amount Date
WL-02991887 Travel Open 111 - Oct 31, 2:56 PM
WL-02991888 Travel Open 111 - Oct 31, 2:56 PM
WL-02991896 Labor Open 2 $0.00 Oct 31, 3:00 PM
WL-02991897 Labor Open 4 $2,175.20 Oct 31, 3:00 PM
WL-02992255 Labor Open 2.5 $0.00 Oct 31, 5:22 PM

Details