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WO-01298365 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Morgana Park, OH — 6410 Broadway Ave, Cleveland OH, 44105

Aug 19, 2025 → Oct 14, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (29 biz days late)
Active: 38 biz days
🕐 Clock stopped: Completed (Oct 14, 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
▶ Clock Running
Status: Assigned
Aug 19 → Aug 21, 2025
2 business days (counted)
Running total: 2 of ? biz days used
35d
▶ Clock Running
Status: Scheduled
Aug 21 → Oct 13, 2025
35 business days (counted)
Running total: 37 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 13 → Oct 14, 2025
1 business day (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Oct 14 → Oct 14, 2025
0 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 14 → Oct 14, 2025
0 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 14 → Oct 14, 2025
0 business days (counted)
Running total: 38 of ? biz days used
Created: Aug 19, 2025 Completed: Oct 14, 2025
Show SLA Clock Detail (8 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 21 Assigned ▶ Running 2 2
Aug 21 → Oct 13 Scheduled ▶ Running 35 37
Oct 13 → Oct 14 Tech On Site ▶ Running 1 38
Oct 14 → Oct 14 Tech Off Site ▶ Running 0 38
Oct 14 → Oct 14 Scheduled ▶ Running 0 38
Oct 14 → Oct 14 Tech On Site ▶ Running 0 38
Dispatch 0.0d
Coordinators 40.3d
Field Work 0.5d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
40.3 days
Over SLA
Field Work
0.5 days
Billing
0.0 days
Created: Aug 19, 2025 Due: Oct 31, 2025 Completed: Oct 14, 2025 (17 days early)
📅
39.0 days Total Age
⏱️
36.0d in Scheduled Longest Stage
🔄
9 transitions Status Changes
⚠️
38.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
8 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 13, 2025
Visit 2 Oct 14, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00520065
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 87 pcs https://www.ebiotrack.com/inspection.php?iid=29416
Priority
Standard
Origin
Email
Reason
New Case
Contact
Amrit Ghuman
Owner
Jessica Sells
Created
Aug 19, 2025
Work Orders from this Case (1)
WO-01298365 (current) Invoiced
Inspection • Jordan Moceri
Created: Aug 19, 2025 • Closed: Oct 14, 2025
Completed with significant delays
Invoiced • 197 days old
🚨
Primary Delay 36.0 days stuck in "Scheduled"
⏱️
Total Delay 38.5 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
3.0d / 0.5d SLA
Scheduled
37.0d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

8/21/2025 CRamen logged email confiming Monday 10/13/2025 with an arrival window between 9-11am


8/13/2025 CRamen logged email requesting Monday 10/13/2025 with an arrival window between 9-11am. Placeholder set

🔧 Work Performed
performed inspection on 103 items. All units returned to service.
🔍 Technician Findings
inspection needed
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 87 pcs https://www.ebiotrack.com/inspection.php?iid=29416

Timeline

📞
Case Linked Aug 19, 7:00 AM
Case Number: 00520065
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 19, 9:30 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 Status: Assigned Aug 19, 11:43 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Charles Ramen
Technician: Jordan Moceri
3.0 business days
🗓️
2 Status: Scheduled Aug 21, 10:18 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-10-13T13:00:00.000+0000
🚨 36.0 business days
📅
Dispatch Scheduled by Charles Ramen Oct 13, 10:32 AM
Scheduled For: 2025-10-13T13:30:00.000+0000
🔧
Status: Tech On Site by Jordan Moceri Oct 13, 10:45 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 53d 0h
⏱️
3 5x Labor Added Oct 13, 10:56 PM
5x Labor Added → Status: Tech Off Site → Dispatch Scheduled
🚗
Status: Tech Off Site by Jordan Moceri
From: Tech On Site, Tech Off Site
To: Tech Off Site, Scheduled
Duration in Previous: 12h 10m
📅
Dispatch Scheduled by Jordan Moceri
Scheduled For: 2025-10-14T12:30:00.000+0000
🔧
Status: Tech On Site by Jordan Moceri Oct 14, 10:15 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 11h 18m
🚗
Travel Added Oct 14, 10:24 AM
Type: Travel
Status: Open
Qty: 185
⏱️
Labor Added Oct 14, 11:05 AM
Type: Labor
Status: Open
Qty: 3.25
⏱️
2 Labor Added Oct 14, 11:31 AM
Labor Added → Status: Completed
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 1h 16m, 0m
3.0 business days
📄
2 Status: Ready to Bill Oct 16, 11:23 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
3.0 business days
🧾
Invoice Created Oct 20, 7:54 AM
Invoice Number: SM-243686

Bottlenecks

Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Scheduled
Duration: 36.0 business days (threshold: 2.0 business days)
Exceeded by 34.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00520065
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jordan Moceri
Scheduled
Oct 14, 8:30 AM
Created
Aug 19, 9:30 AM
Invoice #
SM-243686

Work Details (8)

Name Type Status Qty Amount Date
WL-02969398 Labor Open 3.1666666666667 $0.00 Oct 13, 10:56 PM
WL-02969399 Labor Open 5.5833333333333 $0.00 Oct 13, 10:56 PM
WL-02969400 Labor Open 3.1666666666667 $0.00 Oct 13, 10:56 PM
WL-02969401 Travel Open 185 - Oct 13, 10:56 PM
WL-02969402 Travel Open 185 - Oct 13, 10:56 PM
WL-02969643 Travel Open 185 - Oct 14, 10:24 AM
WL-02969713 Labor Open 3.25 $0.00 Oct 14, 11:05 AM
WL-02969740 Labor Open 1.25 $2,627.40 Oct 14, 11:31 AM

Details