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WO-01298116 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Lee Harvard, OH — 16888 Harvard Avenue, Cleveland OH, 44128

Aug 18, 2025 → Oct 15, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (31 biz days late)
Active: 41 biz days
🕐 Clock stopped: Completed (Oct 16, 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 18, 2025
0 business days (counted)
Running total: 0 of ? biz days used
37d
▶ Clock Running
Status: Assigned
Aug 18 → Oct 9, 2025
37 business days (counted)
Running total: 37 of ? biz days used
2d
▶ Clock Running
Status: Scheduled
Oct 9 → Oct 14, 2025
2 business days (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 14 → Oct 15, 2025
1 business day (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Oct 15 → Oct 15, 2025
0 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 15 → Oct 16, 2025
1 business day (counted)
Running total: 41 of ? biz days used
Created: Aug 18, 2025 Completed: Oct 16, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Aug 18 → Aug 18 Created ▶ Running 0 0
Aug 18 → Aug 18 Ready for Scheduling ▶ Running 0 0
Aug 18 → Oct 9 Assigned ▶ Running 37 37
Oct 9 → Oct 14 Scheduled ▶ Running 2 39
Oct 14 → Oct 15 Tech On Site ▶ Running 1 40
Oct 15 → Oct 15 Tech Off Site ▶ Running 0 40
Oct 15 → Oct 16 Tech On Site ▶ Running 1 41
Dispatch 0.0d
Coordinators 40.7d
Field Work 3.4d
Billing 11.8d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
40.7 days
Over SLA
Field Work
3.4 days
Over SLA
Billing
11.8 days
Over SLA
Created: Aug 18, 2025 Due: Nov 17, 2025 Completed: Oct 16, 2025 (32 days early)
📅
41.4 days Total Age
⏱️
37.9d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
50.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
11 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 Jordan Moceri — 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 #00519648
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 129 https://www.ebiotrack.com/inspection.php?iid=29389
Priority
Standard
Origin
Email
Reason
New Case
Contact
Brittany Jarrett
Owner
Shelby Robinson
Created
Aug 18, 2025
Work Orders from this Case (1)
WO-01298116 (current) Invoiced
Inspection • Jordan Moceri
Created: Aug 18, 2025 • Closed: Oct 15, 2025
Completed with significant delays
Invoiced • 198 days old
🚨
Primary Delay 37.9 days stuck in "Assigned"
⏱️
Total Delay 50.0 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
0.3d / 1.0d SLA
Assigned
37.9d / 0.5d SLA
Scheduled
2.5d / 2.0d SLA
Tech On Site
3.4d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
11.8d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/9/2025 CRamen per logged email from Brittany:Tuesday 10/14 between 9-11am works for the Annual Equipment Electrical Safety Test And Calibration Service. I will be the onsite point of contact, and my number is 3302037996.

We do not have any specific onsite access requirements or parts that need to be delivered. The equipment is easily accessible. I spoke to Jordan and he rejected the TR.


10/9/2025 CRamen left a vm for a returned call to schedule 129pc inspection for 2 days next week. Logged email requesting Monday 10/13 and Tuesday 10/14/52025 with an arrival window between 9-11am. PH set


10/8/2025 CRamen left a vm for a returned call to schedule.

🔧 Work Performed
performed inspection
🔍 Technician Findings
Inspection needdd
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 129 https://www.ebiotrack.com/inspection.php?iid=29389

Timeline

📞
Case Linked Aug 18, 7:00 AM
Case Number: 00519648
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 18, 10:17 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Aug 18, 1:00 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2h 42m
🚨 38.0 business days
🗓️
2 Status: Scheduled Oct 9, 4:08 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-10-14T14:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Jordan Moceri Oct 14, 11:48 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 19h
🚗
Status: Tech Off Site by Jordan Moceri Oct 15, 9:42 AM
From: Tech On Site, Tech Off Site
To: Tech Off Site, Tech On Site
Duration in Previous: 21h 54m, 0m
⏱️
2 10x Labor Added Oct 15, 11:09 PM
10x Labor Added → Status: Completed
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 13h 27m, 0m
🔩
2 Parts Added Oct 16, 1:51 PM
Parts Added → Status: Ready to Bill
📄
Status: Ready to Bill by Diane Patton
From: Closed
To: Ready to Bill
Duration in Previous: 14h 42m
🚨 12.0 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:55 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 15d 2h
💰
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, 11:33 AM
Invoice Number: SM-245414

Bottlenecks

Assigned
Duration: 37.9 business days (threshold: 4.0 business hours)
Exceeded by 37.4 business days
Scheduled
Duration: 2.5 business days (threshold: 2.0 business days)
Exceeded by 3.9 business hours
Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Tech On Site
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.2 business hours
Ready to Bill
Duration: 11.8 business days (threshold: 1.0 business days)
Exceeded by 10.8 business days

🔗 Related Artifacts

📞
Case 00519648
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jordan Moceri
Scheduled
Oct 14, 10:00 AM
Created
Aug 18, 10:17 AM
Invoice #
SM-245414

Work Details (11)

Name Type Status Qty Amount Date
WL-02972642 Labor Open 0.3 $0.00 Oct 15, 11:09 PM
WL-02972643 Labor Open 3.2 $0.00 Oct 15, 11:09 PM
WL-02972644 Labor Open 3.25 $0.00 Oct 15, 11:09 PM
WL-02972645 Labor Open 3.2 $0.00 Oct 15, 11:09 PM
WL-02972646 Labor Open 3.8 $3,198.60 Oct 15, 11:09 PM
WL-02972647 Labor Open 3.2666666666667 $0.00 Oct 15, 11:09 PM
WL-02972648 Travel Open 10 - Oct 15, 11:09 PM
WL-02972649 Travel Open 188 - Oct 15, 11:09 PM
WL-02972650 Travel Open 188 - Oct 15, 11:09 PM
WL-02972651 Travel Open 188 - Oct 15, 11:09 PM
WL-02973165 Parts Open 1 $283.50 Oct 16, 1:51 PM

Details