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WO-01303085 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Firestone, OH — 1400 S. Arlington Street, Unit 146, Akron OH, 44306

Sep 8, 2025 → Nov 5, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (25 biz days late)
Active: 42 biz days
🕐 Clock stopped: Completed (Nov 6, 2025)
▶ Clock Running
Status: Created
Sep 8 → Sep 8, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 8 → Sep 9, 2025
1 business day (counted)
Running total: 1 of ? biz days used
34d
▶ Clock Running
Status: Assigned
Sep 9 → Oct 28, 2025
34 business days (counted)
Running total: 35 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Oct 28 → Nov 5, 2025
6 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 5 → Nov 6, 2025
1 business day (counted)
Running total: 42 of ? biz days used
Created: Sep 8, 2025 Completed: Nov 6, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 8 → Sep 8 Created ▶ Running 0 0
Sep 8 → Sep 9 Ready for Scheduling ▶ Running 1 1
Sep 9 → Oct 28 Assigned ▶ Running 34 35
Oct 28 → Nov 5 Scheduled ▶ Running 6 41
Nov 5 → Nov 6 Tech On Site ▶ Running 1 42
Dispatch 0.0d
Coordinators 44.0d
Field Work 1.5d
Billing 16.2d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
44.0 days
Over SLA
Field Work
1.5 days
Over SLA
Billing
16.2 days
Over SLA
Created: Sep 8, 2025 Due: Nov 28, 2025 Completed: Nov 6, 2025 (22 days early)
📅
42.5 days Total Age
⏱️
35.0d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
53.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00525116
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 114 pcs https://www.ebiotrack.com/inspection.php?iid=29906
Priority
Standard
Origin
Email
Reason
New Case
Contact
Stephanie Schulda
Owner
Jessica Sells
Created
Sep 8, 2025
Work Orders from this Case (1)
WO-01303085 (current) Invoiced
Inspection • Jordan Moceri
Created: Sep 8, 2025 • Closed: Nov 5, 2025
Completed with significant delays
Invoiced • 177 days old
🚨
Primary Delay 35.0 days stuck in "Assigned"
⏱️
Total Delay 53.2 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
2.0d / 1.0d SLA
Assigned
35.0d / 0.5d SLA
Scheduled
7.0d / 2.0d SLA
Tech On Site
1.5d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Invoice Pending
9.0d / 2.0d SLA
Ready to Bill
7.2d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/7/25 DPatton - Request to delete SM-246052 (generated in error. Please delete & move to RTB for EOM

10/28/2025 CRamen Logged email confirming Wednesday 11/5/2025 with tech arrival between 9-11am. 


10/27/2025 CRamen Logged email requesting Wednesday 11/5/2025 with tech arrival between 9-11am. Placeholder set

🔧 Work Performed
Performed inspection completed 117 items
🔍 Technician Findings
Inspection needed
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 114 pcs https://www.ebiotrack.com/inspection.php?iid=29906

Timeline

📞
Case Linked Sep 8, 7:00 AM
Case Number: 00525116
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Sep 8, 9:07 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 Technician Assigned Sep 9, 7:53 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Rhea Berry
From: Ready for Scheduling
To: Assigned
Duration in Previous: 22h 46m
🚨 35.0 business days
🗓️
▶
2 Status: Scheduled Oct 28, 11:24 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-11-05T14:00:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by Jordan Moceri Nov 5, 10:38 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 0h
⏱️
▶
3 5x Labor Added Nov 5, 10:54 PM
5x Labor Added → 2x Travel Added → Status: Completed
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 171
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 12h 18m, 0m
⏳ 2.1 business days
📄
Status: Ready to Bill by Diane Patton Nov 7, 4:04 PM
From: Closed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 1d 17h, 0m
⚠️ 7.0 business days
📄
Status: Ready to Bill by Yecenia Campos Nov 18, 5:21 PM
From: Invoice Pending
To: Ready to Bill
Duration in Previous: 11d 1h
⚠️ 7.8 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 12d 20h
⏳ 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: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Assigned
Duration: 35.0 business days (threshold: 4.0 business hours)
Exceeded by 34.5 business days
Scheduled
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Tech On Site
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.0 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Invoice Pending
Duration: 6.4 business days (threshold: 2.0 business days)
Exceeded by 4.4 business days
Ready to Bill
Duration: 7.2 business days (threshold: 1.0 business days)
Exceeded by 6.2 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00525116
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jordan Moceri
Scheduled
Nov 5, 9:00 AM
Created
Sep 8, 9:07 AM
Invoice #
SM-247862

Work Details (7)

Name Type Status Qty Amount Date
WL-02998036 Labor Open 0.25 $0.00 Nov 5, 10:54 PM
WL-02998037 Labor Open 2.8 $0.00 Nov 5, 10:54 PM
WL-02998038 Labor Open 4.8666666666667 $0.00 Nov 5, 10:54 PM
WL-02998039 Labor Open 2.6666666666667 $0.00 Nov 5, 10:54 PM
WL-02998040 Labor Open 0.25 $2,960.60 Nov 5, 10:54 PM
WL-02998041 Travel Open 171 - Nov 5, 10:56 PM
WL-02998042 Travel Open 171 - Nov 5, 10:56 PM

Details