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WO-01298884 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Tyler, TX — 2115 S Broadway Ave., Tyler TX, 75701

Aug 21, 2025 → Nov 3, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (43 biz days late)
Active: 50 biz days
🕐 Clock stopped: Tech Off Site (Nov 3, 2025)
▶ Clock Running
Status: Created
Aug 21 → Aug 21, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 21 → Aug 21, 2025
0 business days (counted)
Running total: 0 of ? biz days used
7d
▶ Clock Running
Status: Assigned
Aug 21 → Sep 2, 2025
7 business days (counted)
Running total: 7 of ? biz days used
43d
▶ Clock Running
Status: Scheduled
Sep 2 → Nov 3, 2025
43 business days (counted)
Running total: 50 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 3 → Nov 3, 2025
0 business days (counted)
Running total: 50 of ? biz days used
Created: Aug 21, 2025 Tech Off Site: Nov 3, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 21 → Aug 21 Created ▶ Running 0 0
Aug 21 → Aug 21 Ready for Scheduling ▶ Running 0 0
Aug 21 → Sep 2 Assigned ▶ Running 7 7
Sep 2 → Nov 3 Scheduled ▶ Running 43 50
Nov 3 → Nov 3 Tech On Site ▶ Running 0 50
Dispatch 0.0d
Coordinators 52.1d
Field Work 0.9d
Billing 18.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
52.1 days
Over SLA
Field Work
0.9 days
Billing
18.0 days
Over SLA
Created: Aug 21, 2025 Due: Oct 31, 2025 Completed: Nov 3, 2025 (2 days late)
📅
51.0 days Total Age
⏱️
44.0d in Scheduled Longest Stage
🔄
9 transitions Status Changes
⚠️
65.7d 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 #00520827
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 107 pieces https://www.ebiotrack.com/inspection.php?iid=29464
Priority
Standard
Origin
Email
Reason
New Case
Contact
Boyce Johnson
Owner
Sherry Reich
Created
Aug 21, 2025
Work Orders from this Case (1)
WO-01298884 (current) Invoiced
Inspection • Zachary Stieben
Created: Aug 21, 2025 • Closed: Nov 3, 2025
Completed with significant delays
Invoiced • 196 days old
🚨
Primary Delay 44.0 days stuck in "Scheduled"
⏱️
Total Delay 65.7 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
0.1d / 1.0d SLA
Assigned
8.0d / 0.5d SLA
Scheduled
44.0d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Tech Off Site
0.4d / 2.0d SLA
Closed
2.2d / 1.0d SLA
Ready to Bill
15.3d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/4 KKelch sent Boyce an email for rescheduling

9/2 KKelch scheduled per logged email from Boyce

9/2 KKelch sent Boyce an email for scheduling

8/25 KKelch called Boyce to schedule for 11/3 and 11/4 between 9 and 10 am. Line went dead, sent email.

🔧 Work Performed
Inspected 101 pieces of equipment. Completed EBT inspection report.
🔍 Technician Findings
11/3/2025 Zachary Stieben arrived on site. Found 101 pieces of equipment to be inspected.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 107 pieces https://www.ebiotrack.com/inspection.php?iid=29464

Timeline

📞
Case Linked Aug 21, 7:00 AM
Case Number: 00520827
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 21, 9:16 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
👷
2 Technician Assigned Aug 21, 9:49 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 33m
⚠️ 8.0 business days
🗓️
2 Status: Scheduled Sep 2, 11:54 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-11-03T15:00:00.000+0000
🚨 44.0 business days
🔧
Status: Tech On Site by Zachary Stieben Nov 3, 10:11 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 61d 23h
🚗
2x Travel Added Nov 3, 2:16 PM
Type: Travel
Status: Open
Qty: 110
🚗
Status: Tech Off Site by Zachary Stieben Nov 3, 2:30 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 4h 19m
⏱️
2 3x Labor Added Nov 3, 5:20 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Zachary Stieben
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 2h 53m, 0m
2.8 business days
📄
Status: Ready to Bill by Diane Patton Nov 5, 4:22 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 22h
🚨 16.0 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 25d 21h
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

Assigned
Duration: 8.0 business days (threshold: 4.0 business hours)
Exceeded by 7.5 business days
Scheduled
Duration: 44.0 business days (threshold: 2.0 business days)
Exceeded by 42.0 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days
Ready to Bill
Duration: 15.3 business days (threshold: 1.0 business days)
Exceeded by 14.3 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00520827
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Zachary Stieben
Scheduled
Nov 3, 10:00 AM
Created
Aug 21, 9:16 AM
Invoice #
SM-247862

Work Details (5)

Name Type Status Qty Amount Date
WL-02994106 Travel Open 110 - Nov 3, 2:16 PM
WL-02994107 Travel Open 110 - Nov 3, 2:16 PM
WL-02994594 Labor Open 4.3333333333333 $2,579.80 Nov 3, 5:20 PM
WL-02994595 Labor Open 2 $0.00 Nov 3, 5:20 PM
WL-02994596 Labor Open 2.1666666666667 $0.00 Nov 3, 5:21 PM

Details