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WO-01298345 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Finneytown-OH-2 — 8564 Winton Road, Cincinnati OH, 45231

Aug 19, 2025 → Oct 9, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (28 biz days late)
Active: 37 biz days
🕐 Clock stopped: Completed (Oct 10, 2025)
▶ Clock Running
Status: Created
Aug 19 → Aug 19, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 19 → Aug 19, 2025
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Assigned
Aug 19 → Aug 26, 2025
5 business days (counted)
Running total: 5 of ? biz days used
31d
▶ Clock Running
Status: Scheduled
Aug 26 → Oct 9, 2025
31 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 9 → Oct 10, 2025
1 business day (counted)
Running total: 37 of ? biz days used
Created: Aug 19, 2025 Completed: Oct 10, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 19 → Aug 19 Created ▶ Running 0 0
Aug 19 → Aug 19 Ready for Scheduling ▶ Running 0 0
Aug 19 → Aug 26 Assigned ▶ Running 5 5
Aug 26 → Oct 9 Scheduled ▶ Running 31 36
Oct 9 → Oct 10 Tech On Site ▶ Running 1 37
Dispatch 0.0d
Coordinators 38.1d
Field Work 1.3d
Billing 13.4d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
38.1 days
Over SLA
Field Work
1.3 days
Over SLA
Billing
13.4 days
Over SLA
Created: Aug 19, 2025 Due: Oct 31, 2025 Completed: Oct 10, 2025 (21 days early)
📅
37.3 days Total Age
⏱️
31.8d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
49.0d 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 #00520062
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 83 pcs https://www.ebiotrack.com/inspection.php?iid=29420
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rochelle Berry
Owner
Jessica Sells
Created
Aug 19, 2025
Work Orders from this Case (1)
WO-01298345 (current) Invoiced
Inspection • Jordan Moceri
Created: Aug 19, 2025 • Closed: Oct 9, 2025
Completed with significant delays
Invoiced • 198 days old
🚨
Primary Delay 31.8 days stuck in "Scheduled"
⏱️
Total Delay 49.0 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
6.0d / 0.5d SLA
Scheduled
31.8d / 2.0d SLA
Tech On Site
1.3d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
13.4d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

8/26/25 CRamen- Confirmed Emailed from Rochelle Berry to schedule for 10/9/25. Arrival time between 8-10AM.


8/26/25 RCook- Emailed Rochelle Berry to schedule for 10/9/25. Arrival time between 8-10AM. Waiting for confirmation. See logged email.


8/26/25 RCook- LM with Rochelle Berry to schedule. Could not log call in RC. Logged call manually.


8/19/2025 CRamen Logged email requesting Wednesday 10/8/2025 with an arrival window between 8-10am. Placeholder set

🔧 Work Performed
performed inspection
🔍 Technician Findings
Inspection needed
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 83 pcs https://www.ebiotrack.com/inspection.php?iid=29420

Timeline

📞
Case Linked Aug 19, 7:00 AM
Case Number: 00520062
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 19, 9:21 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
👷
2 Technician Assigned Aug 19, 11:42 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2h 19m
⚠️ 6.0 business days
🗓️
2 Status: Scheduled Aug 26, 1:53 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-10-09T12:00:00.000+0000
🚨 32.0 business days
🔧
Status: Tech On Site by Jordan Moceri Oct 9, 9:05 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 43d 19h
⏱️
3x Labor Added Oct 9, 10:00 AM
Type: Labor, Travel
Status: Open
Qty: 2.25, 150
⏱️
2 2x Labor Added Oct 9, 10:35 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 13h 29m, 0m
2.2 business days
📄
Status: Ready to Bill by Nancy Suarez Oct 14, 5:00 PM
From: Closed
To: Ready to Bill
Duration in Previous: 4d 18h
🚨 13.9 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:55 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 16d 22h
💰
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

Assigned
Duration: 6.0 business days (threshold: 4.0 business hours)
Exceeded by 5.5 business days
Scheduled
Duration: 31.8 business days (threshold: 2.0 business days)
Exceeded by 29.8 business days
Tech On Site
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.6 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 13.4 business days (threshold: 1.0 business days)
Exceeded by 12.4 business days

🔗 Related Artifacts

📞
Case 00520062
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jordan Moceri
Scheduled
Oct 9, 8:00 AM
Created
Aug 19, 9:21 AM
Invoice #
SM-245414

Work Details (5)

Name Type Status Qty Amount Date
WL-02964707 Labor Open 2.25 $0.00 Oct 9, 10:00 AM
WL-02964708 Travel Open 150 - Oct 9, 10:00 AM
WL-02964709 Travel Open 150 - Oct 9, 10:00 AM
WL-02966019 Labor Open 4.9166666666667 $2,199.00 Oct 9, 10:35 PM
WL-02966020 Labor Open 2.3333333333333 $0.00 Oct 9, 10:35 PM

Details