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WO-01300518 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Rickwood Field — 633 Tuscaloosa Ave SW, Birmingham AL, 35211

Sep 2, 2025 → Oct 3, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (2 biz days late)
Active: 23 biz days
🕐 Clock stopped: Tech Off Site (Oct 3, 2025)
▶ Clock Running
Status: Created
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
17d
▶ Clock Running
Status: Ready for Scheduling
Sep 2 → Sep 25, 2025
17 business days (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 25 → Sep 25, 2025
0 business days (counted)
Running total: 17 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Sep 25 → Oct 2, 2025
5 business days (counted)
Running total: 22 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 2 → Oct 3, 2025
1 business day (counted)
Running total: 23 of ? biz days used
Created: Sep 2, 2025 Tech Off Site: Oct 3, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 2 → Sep 2 Created ▶ Running 0 0
Sep 2 → Sep 25 Ready for Scheduling ▶ Running 17 17
Sep 25 → Sep 25 Assigned ▶ Running 0 17
Sep 25 → Oct 2 Scheduled ▶ Running 5 22
Oct 2 → Oct 3 Tech On Site ▶ Running 1 23
Dispatch 0.0d
Coordinators 24.0d
Field Work 1.5d
Billing 18.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
24.0 days
Over SLA
Field Work
1.5 days
Billing
18.6 days
Over SLA
Created: Sep 2, 2025 Due: Oct 31, 2025 Completed: Oct 4, 2025 (27 days early)
📅
24.0 days Total Age
⏱️
18.6d in Ready to Bill Longest Stage
🔄
10 transitions Status Changes
⚠️
38.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
13 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 Dylan Ingraham — scheduling delays attributed to technician, not coordinators
Visit 1 Oct 2, 2025
Visit 2 Oct 3, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00523500
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR. 107 pieces https://www.ebiotrack.com/inspection.php?iid=29679
Priority
Standard
Origin
Email
Reason
New Case
Contact
Alexandria Eatman
Owner
Sherry Reich
Created
Aug 31, 2025
Work Orders from this Case (1)
WO-01300518 (current) Invoiced
Inspection • Dylan Ingraham
Created: Sep 2, 2025 • Closed: Oct 3, 2025
Completed with significant delays
Invoiced • 183 days old
🚨
Primary Delay 18.6 days stuck in "Ready to Bill"
⏱️
Total Delay 38.6 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
18.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Tech Off Site
1.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
18.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/2/25 RCook- Spoke with Alexandria advised technician is on his way and will be onsite around 2:30PM.


10/2/25 RCook- LM with Alexandria advising technician is on his way and will be onsite around 2:30PM


10/2/25 RCook- Spoke with technician states that he was held up at his previous job and is on his way. States he will be onsite around 2:30PM.


9/25/25 AJinerson - Called Damitra back to schedule Oak Street Health - Rickwood Field location. She confirmed she will be POC next week to schedule this. (Damitra asked to schedule this same week as scheduling WO-01291596)

Confirmed scheduling tech visit starting on Thursday, 10/2 with arrival between 12pm-2pm (tech's 2nd stop) and returning on Friday, 10/3 with eta between 8am-10am. 


09/25/2025 LHill-sent email to Alexandria-

Do we need to call you in advance to schedule this or just come any Thursday?  

What are your hours on Thursdays?

Anything additional needed for tech to gain access to the facility?

See logged email.


09/25/2025 LHill-LM at 205-470-1569 to see if we need to schedule in advance or just come any Thursday.


09/22/2025 LHIill-sent email to Alexandria-Do we need to call you in advance to schedule this or just come any Thursday?


09/22/2025 LHill-called 205-470-1569 and left a message with Alexandria to see if we need to call her in advance to schedule this or just come any Thursday.


09/19/2025 LHill-called 205-470-1569 and left a message with Alexandria.


09/19/2025 LHill-sent email to Alexandria-Do we need to call you in advance to schedule?


09/18/2025 LHill-rec'd email from Alexandria-Good morning , Thursday would be great anytime after 1 . My cell number is 205-470-1569 if anyone has any question's

See logged email.


09/18/2025 LHill-sent email to Alexandria at alexandria.eatman@oakstreethealth.com to confirm contact and equipment.


09/19/2025 LHill- sent email to Alexandria Do we need to call you in advance to schedule? Or can the tech just come any Thursday after 1pm?


09/19/2025 LHill-LM (205) 470-1569 for Alexandria Eatman to see if we need to schedule in advance or if tech can come any time on Thursdays after 1 pm.


09/18/2025 LHill-rec'd email from Alexandria Eatman-Good morning , Thursday would be great anytime after 1 . My cell number is 205-470-1569 if anyone has any question's


09/18/2025 LHill-LM (205) 470-1569 for Alexandria Eatman to confirm contact & equipment. 


09/11/2025 LHill-sent email to Alexandria at alexandria.eatman@oakstreethealth.com to confirm contact and equipment.


09/11/2025 LHill-LM (205) 470-1569 for Alexandria Eatman to confirm contact & equipment. 

 

09/08/2025 LHill-Called (205) 470-1569 for Alexandria. Left message to confirm equipment & contact.

🔧 Work Performed
10/2 DI: ARRIVED TO SITE AND CHECKED IN WITH CUSTOMER - BEGAN ANNUAL INSPECTION SERVICE - INSPECTED 51 DEVICES (ALL PASS) - SITE CLOSED FOR THE DAY, WILL RETURN TOMORROW AND COMPLETE INSPECTION SERVICE 10/3 DI: RETURNED TO SITE AND COMPLETED ANNUAL INSPECTION SERVICE - INSPECTED 59 DEVICES (ALL PASS) - VERIFIED THAT ALL EQUIPMENT HAD BEEN LOCATED/INSPECTED - ADVISED CUSTOMER OF EQUIPMENT STATUS - ARCHIVED OLD/MISSING DEVICES - RETURNED ALL PASSING DEVICES TO SERVICE
🔍 Technician Findings
10/2 DI: ANNUAL INSPECTION SERVICE
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR. 107 pieces https://www.ebiotrack.com/inspection.php?iid=29679

Timeline

📞
Case Linked Aug 31, 7:00 AM
Case Number: 00523500
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Sep 2, 9:25 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 2m
🚨 18.0 business days
👷
4 Technician Assigned Sep 25, 11:20 AM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 23d 1h
🗓️
Status: Scheduled by Abby Jinerson
From: Assigned
To: Scheduled
Duration in Previous: 3m
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-10-02T16:30:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Dylan Ingraham Oct 2, 4:42 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 5h
⏱️
2 7x Labor Added Oct 2, 8:20 PM
7x Labor Added → Status: Tech Off Site
🚗
Status: Tech Off Site by Dylan Ingraham
From: Tech On Site
To: Tech Off Site
Duration in Previous: 3h 41m
1.4 business days
✔️
Status: Completed by Dylan Ingraham Oct 3, 11:50 PM
From: Tech Off Site
To: Completed
Duration in Previous: 1d 3h
⏱️
2 6x Labor Added Oct 3, 11:57 PM
6x Labor Added → Status: Closed
🏁
Status: Closed by Dylan Ingraham
From: Completed
To: Closed
Duration in Previous: 6m
1.0 business days
📄
Status: Ready to Bill by Diane Patton Oct 6, 2:58 PM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 15h
🚨 19.0 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:55 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 25d 0h
💰
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, 11:34 AM
Invoice Number: SM-245414

Bottlenecks

Ready for Scheduling
Duration: 18.0 business days (threshold: 1.0 business days)
Exceeded by 17.0 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Ready to Bill
Duration: 18.6 business days (threshold: 1.0 business days)
Exceeded by 17.6 business days

🔗 Related Artifacts

📞
Case 00523500
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Dylan Ingraham
Scheduled
Oct 2, 12:30 PM
Created
Sep 2, 9:25 AM
Invoice #
SM-245414

Work Details (13)

Name Type Status Qty Amount Date
WL-02958352 Labor Open 1 $0.00 Oct 2, 8:20 PM
WL-02958353 Labor Open 2 $0.00 Oct 2, 8:20 PM
WL-02958354 Labor Open 0.5 $0.00 Oct 2, 8:20 PM
WL-02958355 Travel Open 54 - Oct 2, 8:20 PM
WL-02958356 Travel Open 10 - Oct 2, 8:20 PM
WL-02958357 Expenses Open 1 $0.00 Oct 2, 8:20 PM
WL-02958358 Expenses Open 1 $0.00 Oct 2, 8:20 PM
WL-02960056 Labor Open 0.5 $0.00 Oct 3, 11:57 PM
WL-02960057 Labor Open 3.5 $2,794.00 Oct 3, 11:57 PM
WL-02960058 Labor Open 4.5 $0.00 Oct 3, 11:57 PM
WL-02960059 Travel Open 10 - Oct 3, 11:57 PM
WL-02960060 Travel Open 149 - Oct 3, 11:57 PM
WL-02960061 Expenses Open 1 $0.00 Oct 3, 11:57 PM

Details