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WO-01303054 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Parkside, PA — 5050 Parkside Ave - Ste 2, Philadelphia PA, 19131

Sep 8, 2025 → Nov 14, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (30 biz days late)
Active: 47 biz days
🕐 Clock stopped: Completed (Nov 14, 2025)
▶ Clock Running
Status: Created
Sep 8 → Sep 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
9d
▶ Clock Running
Status: Ready for Scheduling
Sep 8 → Sep 19, 2025
9 business days (counted)
Running total: 9 of ? biz days used
29d
▶ Clock Running
Status: Assigned
Sep 19 → Oct 31, 2025
29 business days (counted)
Running total: 38 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Oct 31 → Nov 13, 2025
8 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 13 → Nov 13, 2025
0 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Nov 13 → Nov 14, 2025
1 business day (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 14 → Nov 14, 2025
0 business days (counted)
Running total: 47 of ? biz days used
Created: Sep 8, 2025 Completed: Nov 14, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Sep 8 → Sep 8 Created ▶ Running 0 0
Sep 8 → Sep 19 Ready for Scheduling ▶ Running 9 9
Sep 19 → Oct 31 Assigned ▶ Running 29 38
Oct 31 → Nov 13 Scheduled ▶ Running 8 46
Nov 13 → Nov 13 Tech On Site ▶ Running 0 46
Nov 13 → Nov 14 Tech Off Site ▶ Running 1 47
Nov 14 → Nov 14 Tech On Site ▶ Running 0 47
Dispatch 0.0d
Coordinators 48.7d
Field Work 2.7d
Billing 10.1d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
48.7 days
Over SLA
Field Work
2.7 days
Billing
10.1 days
Over SLA
Created: Sep 8, 2025 Due: Nov 28, 2025 Completed: Nov 14, 2025 (14 days early)
📅
48.0 days Total Age
⏱️
29.7d in Assigned Longest Stage
🔄
11 transitions Status Changes
⚠️
53.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 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 Philip Krogstad — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 13, 2025
Visit 2 Nov 14, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00525076
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. 139 pieces https://www.ebiotrack.com/inspection.php?iid=29885
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jessica Corey
Owner
Sherry Reich
Created
Sep 7, 2025
Work Orders from this Case (1)
WO-01303054 (current) Invoiced
Inspection • Philip Krogstad
Created: Sep 8, 2025 • Closed: Nov 14, 2025
Completed with significant delays
Invoiced • 177 days old
🚨
Primary Delay 29.7 days stuck in "Assigned"
⏱️
Total Delay 53.4 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
10.0d / 1.0d SLA
Assigned
29.7d / 0.5d SLA
Scheduled
9.0d / 2.0d SLA
Tech On Site
0.9d / 1.0d SLA
Tech Off Site
1.5d / 2.0d SLA
Completed
0.3d / 1.0d SLA
Closed
2.1d / 1.0d SLA
Ready to Bill
7.4d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/13 Pkrogstad. Train Pero. on site. 2 days


10/31 MOwens Called and spoke to Jessica Corey. She said Thurs. and Friday is better to schedule. Confirmed scheduling the inspection for 11/13-11/14 if he needs to return on Friday. Between 9-5pm.

🔧 Work Performed
Performed annual equipment inspection (114 pcs). Worked with staff to find all equipment.
🔍 Technician Findings
Check in with manager. Perform annual equipment inspection.
⚠️ 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. 139 pieces https://www.ebiotrack.com/inspection.php?iid=29885

Timeline

📞
Case Linked Sep 7, 7:00 AM
Case Number: 00525076
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
1.0 business days
📋
2 Work Order Created Sep 8, 8:14 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
🚨 10.0 business days
👷
2 Technician Assigned Sep 19, 2:28 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 11d 6h
🚨 30.0 business days
👷
Technician Assigned by Melissa Owens Oct 31, 10:48 AM
Technician: Philip Krogstad
🗓️
2 Status: Scheduled Oct 31, 10:57 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-11-13T14:00:00.000+0000
⚠️ 9.0 business days
🔧
Status: Tech On Site by Philip Krogstad Nov 13, 10:20 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 0h
⏱️
2 3x Labor Added Nov 13, 2:55 PM
3x Labor Added → Status: Tech Off Site
🚗
Status: Tech Off Site by Philip Krogstad
From: Tech On Site
To: Tech Off Site
Duration in Previous: 4h 39m
⏱️
Labor Added Nov 13, 5:12 PM
Type: Labor
Status: Open
Qty: 2
🔧
Status: Tech On Site by Philip Krogstad Nov 14, 1:03 PM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 22h 3m
⏱️
4x Labor Added Nov 14, 3:19 PM
Type: Labor, Travel
Status: Open
Qty: 2, 2.5, 71, 76
✔️
Status: Completed by Philip Krogstad Nov 14, 3:30 PM
From: Tech On Site
To: Completed
Duration in Previous: 2h 27m
⏱️
2 2x Labor Added Nov 14, 6:01 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Philip Krogstad
From: Completed
To: Closed
Duration in Previous: 2h 33m
2.7 business days
📄
Status: Ready to Bill by Diane Patton Nov 18, 3:29 PM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 21h
⚠️ 8.0 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 12d 22h
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: 10.0 business days (threshold: 1.0 business days)
Exceeded by 9.0 business days
Assigned
Duration: 29.7 business days (threshold: 4.0 business hours)
Exceeded by 29.2 business days
Scheduled
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days
Ready to Bill
Duration: 7.4 business days (threshold: 1.0 business days)
Exceeded by 6.4 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00525076
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Philip Krogstad
Scheduled
Nov 13, 9:00 AM
Created
Sep 8, 8:14 AM
Invoice #
SM-247862

Work Details (10)

Name Type Status Qty Amount Date
WL-03006321 Labor Open 0.25 $0.00 Nov 13, 2:55 PM
WL-03006322 Labor Open 4.75 $0.00 Nov 13, 2:55 PM
WL-03006323 Travel Open 4 - Nov 13, 2:55 PM
WL-03006551 Labor Open 2 $0.00 Nov 13, 5:12 PM
WL-03007872 Labor Open 2 $0.00 Nov 14, 3:19 PM
WL-03007873 Labor Open 2.5 $2,889.20 Nov 14, 3:19 PM
WL-03007874 Travel Open 71 - Nov 14, 3:19 PM
WL-03007875 Travel Open 76 - Nov 14, 3:19 PM
WL-03008135 Labor Open 2.5 $0.00 Nov 14, 6:01 PM
WL-03008136 Travel Open 73 - Nov 14, 6:01 PM

Details