Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01301190 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health- Freeport — 14-16 Brooklyn Avenue, Freeport NY, 11520

Sep 4, 2025 → Nov 25, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (37 biz days late)
Active: 56 biz days
🕐 Clock stopped: Completed (Nov 25, 2025)
▶ Clock Running
Status: Created
Sep 4 → Sep 4, 2025
0 business days (counted)
Running total: 0 of ? biz days used
13d
▶ Clock Running
Status: Ready for Scheduling
Sep 4 → Sep 23, 2025
13 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 23 → Sep 29, 2025
4 business days (counted)
Running total: 17 of ? biz days used
39d
▶ Clock Running
Status: Scheduled
Sep 29 → Nov 25, 2025
39 business days (counted)
Running total: 56 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 56 of ? biz days used
Created: Sep 4, 2025 Completed: Nov 25, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 4 → Sep 4 Created ▶ Running 0 0
Sep 4 → Sep 23 Ready for Scheduling ▶ Running 13 13
Sep 23 → Sep 29 Assigned ▶ Running 4 17
Sep 29 → Nov 25 Scheduled ▶ Running 39 56
Nov 25 → Nov 25 Tech On Site ▶ Running 0 56
Dispatch 0.0d
Coordinators 58.4d
Field Work 0.8d
Billing 4.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
58.4 days
Over SLA
Field Work
0.8 days
Billing
4.6 days
Over SLA
Created: Sep 4, 2025 Due: Dec 2, 2025 Completed: Nov 25, 2025 (7 days early)
📅
57.0 days Total Age
⏱️
40.0d in Scheduled Longest Stage
🔄
9 transitions Status Changes
⚠️
56.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00524399
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 87 https://www.ebiotrack.com/inspection.php?iid=29844
Priority
Standard
Origin
Email
Reason
New Case
Contact
Latasha Outlaw
Owner
Shelby Robinson
Created
Sep 4, 2025
Work Orders from this Case (1)
WO-01301190 (current) Invoiced
Inspection • Mohamed Shareed
Created: Sep 4, 2025 • Closed: Nov 25, 2025
Completed with significant delays
Invoiced • 181 days old
🚨
Primary Delay 40.0 days stuck in "Scheduled"
⏱️
Total Delay 56.8 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
14.0d / 1.0d SLA
Assigned
4.4d / 0.5d SLA
Scheduled
40.0d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
9/29 KSmith -- Scheduled for 11/25 with Latasha

9/29 KSmith -- Sent email to schedule for 11/25

9/25 KSmith -- Sent email to schedule for 11/25

9/23 KSmith -- Sent email to schedule for 11/25

🔧 Work Performed
Completed annual inspection. All work documented in ebiotrack S.O #: 256-20465-29844.
🔍 Technician Findings
Completed annual inspection. All work documented in ebiotrack S.O #: 256-20465-29844.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 87 https://www.ebiotrack.com/inspection.php?iid=29844

Timeline

📞
Case Linked Sep 4, 7:00 AM
Case Number: 00524399
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Sep 4, 9:26 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
🚨 14.0 business days
👷
▶
2 Technician Assigned Sep 23, 4:30 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 19d 7h
⏳ 4.9 business days
📅
▶
2 Dispatch Scheduled Sep 29, 12:15 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 5d 19h
🚨 29.0 business days
📅
Dispatch Scheduled by Kourtney Smith Nov 7, 9:52 AM
Scheduled For: 2025-11-25T15:00:00.000+0000
🚨 12.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Nov 25, 10:31 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 56d 23h
⏱️
▶
3 7x Labor Added Nov 25, 5:10 PM
7x Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site
To: Completed
Duration in Previous: 6h 39m
🏁
Status: Closed by Mohamed Shareed
From: Completed
To: Closed
Duration in Previous: 1m
📄
Status: Ready to Bill by Diane Patton Nov 26, 10:27 AM
From: Closed
To: Ready to Bill
Duration in Previous: 17h 15m
⏳ 2.0 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 5d 3h
⏳ 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

Ready for Scheduling
Duration: 14.0 business days (threshold: 1.0 business days)
Exceeded by 13.0 business days
Assigned
Duration: 4.4 business days (threshold: 4.0 business hours)
Exceeded by 3.9 business days
Scheduled
Duration: 40.0 business days (threshold: 2.0 business days)
Exceeded by 38.0 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.8 business hours
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00524399
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Mohamed Shareed
Scheduled
Nov 25, 10:00 AM
Created
Sep 4, 9:26 AM
Invoice #
SM-247862

Work Details (7)

Name Type Status Qty Amount Date
WL-03020089 Labor Open 1.25 $0.00 Nov 25, 5:10 PM
WL-03020090 Labor Open 4.75 $2,365.60 Nov 25, 5:10 PM
WL-03020091 Labor Open 1.25 $0.00 Nov 25, 5:10 PM
WL-03020092 Travel Open 30 - Nov 25, 5:10 PM
WL-03020093 Travel Open 25 - Nov 25, 5:10 PM
WL-03020094 Expenses Open 1 $0.00 Nov 25, 5:10 PM
WL-03020095 Expenses Open 1 $0.00 Nov 25, 5:10 PM

Details