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WO-01303097 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Glenville, OH — 10553 St Clair Ave, Cleveland OH, 44108

Sep 8, 2025 → Nov 6, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (26 biz days late)
Active: 43 biz days
🕐 Clock stopped: Completed (Nov 7, 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
33d
▶ Clock Running
Status: Assigned
Sep 9 → Oct 27, 2025
33 business days (counted)
Running total: 34 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Oct 27 → Nov 6, 2025
8 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 6 → Nov 7, 2025
1 business day (counted)
Running total: 43 of ? biz days used
Created: Sep 8, 2025 Completed: Nov 7, 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 27 Assigned ▶ Running 33 34
Oct 27 → Nov 6 Scheduled ▶ Running 8 42
Nov 6 → Nov 7 Tech On Site ▶ Running 1 43
Dispatch 0.0d
Coordinators 44.0d
Field Work 1.5d
Billing 15.3d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
44.0 days
Over SLA
Field Work
1.5 days
Over SLA
Billing
15.3 days
Over SLA
Created: Sep 8, 2025 Due: Nov 28, 2025 Completed: Nov 7, 2025 (21 days early)
📅
43.5 days Total Age
⏱️
34.0d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
54.3d 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 #00525117
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 114 pcs https://www.ebiotrack.com/inspection.php?iid=29907
Priority
Standard
Origin
Email
Reason
New Case
Contact
La'Toiya Johnson
Owner
Jessica Sells
Created
Sep 8, 2025
Work Orders from this Case (1)
WO-01303097 (current) Invoiced
Inspection • Jordan Moceri
Created: Sep 8, 2025 • Closed: Nov 6, 2025
Completed with significant delays
Invoiced • 177 days old
🚨
Primary Delay 34.0 days stuck in "Assigned"
⏱️
Total Delay 54.3 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
34.0d / 0.5d SLA
Scheduled
8.0d / 2.0d SLA
Tech On Site
1.5d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA
Ready to Bill
12.6d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/27/2025 CRamen Logged email confirming Thursday 11/6/2025 with an arrival window between 8-10am


10/27/2025 CRamen Logged email requesting Thursday 11/6/2025 with an arrival window between 8-10am. Placeholder set

🔧 Work Performed
Performed inspection
🔍 Technician Findings
Inspection needed
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 114 pcs https://www.ebiotrack.com/inspection.php?iid=29907

Timeline

📞
Case Linked Sep 8, 7:00 AM
Case Number: 00525117
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 8, 9:16 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 37m
🚨 34.0 business days
🗓️
2 Status: Scheduled Oct 27, 7:46 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-11-06T14:00:00.000+0000
2.5 business days
💵
Expenses Added Oct 29, 5:33 PM
Type: Expenses
Status: Open
Qty: 1
⚠️ 5.8 business days
📅
Dispatch Scheduled by Charles Ramen Nov 5, 8:19 AM
Scheduled For: 2025-11-06T15:00:00.000+0000
📅
Dispatch Scheduled by Charles Ramen Nov 5, 9:05 AM
Scheduled For: 2025-11-06T14:00:00.000+0000
2.0 business days
🔧
Status: Tech On Site by Jordan Moceri Nov 6, 10:06 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 9d 15h
⏱️
2 5x Labor Added Nov 6, 11:18 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 13h 12m, 0m
2.1 business days
💵
3 Status: Billing Review Nov 10, 1:52 PM
Status: Billing Review → Parts Added → Status: Ready to Bill
🔩
Parts Added
Type: Parts
Status: Open
Qty: 1
📄
Status: Ready to Bill by Diane Patton
From: Billing Review
To: Ready to Bill
Duration in Previous: 3m
🚨 13.0 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 20d 23h
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: 34.0 business days (threshold: 4.0 business hours)
Exceeded by 33.5 business days
Scheduled
Duration: 8.0 business days (threshold: 2.0 business days)
Exceeded by 6.0 business days
Tech On Site
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.3 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 12.6 business days (threshold: 1.0 business days)
Exceeded by 11.6 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00525117
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jordan Moceri
Scheduled
Nov 6, 9:00 AM
Created
Sep 8, 9:16 AM
Invoice #
SM-247862

Work Details (7)

Name Type Status Qty Amount Date
WL-02988610 Expenses Open 1 $0.00 Oct 29, 5:33 PM
WL-02999412 Labor Open 3.1 $0.00 Nov 6, 11:18 PM
WL-02999413 Labor Open 5.0666666666667 $3,008.20 Nov 6, 11:18 PM
WL-02999414 Labor Open 3.0833333333333 $0.00 Nov 6, 11:18 PM
WL-02999415 Travel Open 195 - Nov 6, 11:18 PM
WL-02999416 Travel Open 195 - Nov 6, 11:18 PM
WL-03002163 Parts Open 1 $58.39 Nov 10, 1:53 PM

Details