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WO-01303332 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Belmont Ave, OH — 3551 Belmont Ave Ste 19-B, Youngstown OH, 44505

Sep 9, 2025 → Nov 4, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (24 biz days late)
Active: 40 biz days
🕐 Clock stopped: Completed (Nov 5, 2025)
▶ Clock Running
Status: Created
Sep 9 → Sep 9, 2025
0 business days (counted)
Running total: 0 of ? biz days used
7d
▶ Clock Running
Status: Ready for Scheduling
Sep 9 → Sep 18, 2025
7 business days (counted)
Running total: 7 of ? biz days used
26d
▶ Clock Running
Status: Assigned
Sep 18 → Oct 27, 2025
26 business days (counted)
Running total: 33 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Oct 27 → Nov 3, 2025
5 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 3 → Nov 4, 2025
1 business day (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 4 → Nov 5, 2025
1 business day (counted)
Running total: 40 of ? biz days used
Created: Sep 9, 2025 Completed: Nov 5, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Sep 9 → Sep 9 Created ▶ Running 0 0
Sep 9 → Sep 18 Ready for Scheduling ▶ Running 7 7
Sep 18 → Oct 27 Assigned ▶ Running 26 33
Oct 27 → Nov 3 Scheduled ▶ Running 5 38
Nov 3 → Nov 4 Tech On Site ▶ Running 1 39
Nov 4 → Nov 4 Tech Off Site ▶ Running 0 39
Nov 4 → Nov 5 Tech On Site ▶ Running 1 40
Dispatch 0.0d
Coordinators 39.6d
Field Work 3.1d
Billing 17.3d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
39.6 days
Over SLA
Field Work
3.1 days
Over SLA
Billing
17.3 days
Over SLA
Created: Sep 9, 2025 Due: Nov 26, 2025 Completed: Nov 5, 2025 (21 days early)
📅
40.1 days Total Age
⏱️
26.2d in Assigned Longest Stage
🔄
10 transitions Status Changes
⚠️
52.5d 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 Jordan Moceri — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 3, 2025
Visit 2 Nov 4, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00525486
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 150 Pcs https://www.ebiotrack.com/inspection.php?iid=29944
Priority
Standard
Origin
Email
Reason
New Case
Contact
Steven Katz
Owner
Kimberly Hardison
Created
Sep 9, 2025
Work Orders from this Case (1)
WO-01303332 (current) Invoiced
Inspection • Jordan Moceri
Created: Sep 9, 2025 • Closed: Nov 4, 2025
Completed with significant delays
Invoiced • 176 days old
🚨
Primary Delay 26.2 days stuck in "Assigned"
⏱️
Total Delay 52.5 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
8.0d / 1.0d SLA
Assigned
26.2d / 0.5d SLA
Scheduled
5.4d / 2.0d SLA
Tech On Site
3.0d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
14.6d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/27/2025 CRamen Lisa called and scheduled for Monday 11/4/2025 with tech arrival between 9-11 and returned on Tuesday to complete 150pocc inspection. Lisa Cell 234-600-0166 and work 872-334-3428. Lisa is the contact for this site.


10/27/2025/2025 CRamen left a vm requesting Monday 11/3/2025 and Tuesday 11/4/2025 with an arrival window between 10am-12pm on 11/3/2025. 


9/19/2025 CRamenleft a vm requesting Monday 11/3/2025 and Tuesday 11/4/2025 with an arrival window between 10am-12pm on 11/3/2025. 


9/18/2025 CRamen logged email requesting Monday 11/3/2025 and Tuesday 11/4/2025 with an arrival window between 10am-12pm on 11/3/2025. Placeholder set.

🔧 Work Performed
Performed inspection
🔍 Technician Findings
Inspection needed
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 150 Pcs https://www.ebiotrack.com/inspection.php?iid=29944

Timeline

📞
Case Linked Sep 9, 7:00 AM
Case Number: 00525486
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Sep 9, 11:13 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 8.0 business days
👷
▶
2 Technician Assigned Sep 18, 6:19 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 9d 7h
🚨 26.7 business days
🗓️
▶
2 Status: Scheduled Oct 27, 4:31 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-11-03T15:00:00.000+0000
⚠️ 5.9 business days
🔧
Status: Tech On Site by Jordan Moceri Nov 3, 11:19 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 19h
⏳ 2.0 business days
🚗
Status: Tech Off Site by Jordan Moceri Nov 4, 11:21 AM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1d 0h
🔧
Status: Tech On Site by Jordan Moceri Nov 4, 11:27 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 5m
⏱️
▶
3 7x Labor Added Nov 4, 8:01 PM
7x Labor Added → 3x Labor Added → Status: Completed
⏱️
3x Labor Added
Type: Labor
Status: Open
Qty: 3.6833333333333, 4.3166666666667, 3.5833333333333
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 8h 39m, 0m
⏳ 2.5 business days
📄
Status: Ready to Bill by Diane Patton Nov 6, 1:52 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 17h
🚨 15.0 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 24d 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: 8.0 business days (threshold: 1.0 business days)
Exceeded by 7.0 business days
Assigned
Duration: 26.2 business days (threshold: 4.0 business hours)
Exceeded by 25.7 business days
Scheduled
Duration: 5.4 business days (threshold: 2.0 business days)
Exceeded by 3.4 business days
Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 7.7 business hours
Tech On Site
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.7 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 14.6 business days (threshold: 1.0 business days)
Exceeded by 13.6 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00525486
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jordan Moceri
Scheduled
Nov 3, 10:00 AM
Created
Sep 9, 11:13 AM
Invoice #
SM-247862

Work Details (10)

Name Type Status Qty Amount Date
WL-02996393 Labor Open 3.5666666666667 $0.00 Nov 4, 8:01 PM
WL-02996394 Labor Open 2.4333333333333 $0.00 Nov 4, 8:01 PM
WL-02996395 Labor Open 3.75 $0.00 Nov 4, 8:01 PM
WL-02996396 Travel Open 212 - Nov 4, 8:01 PM
WL-02996397 Travel Open 212 - Nov 4, 8:01 PM
WL-02996398 Travel Open 212 - Nov 4, 8:01 PM
WL-02996399 Travel Open 212 - Nov 4, 8:01 PM
WL-02996406 Labor Open 3.6833333333333 $0.00 Nov 4, 8:05 PM
WL-02996407 Labor Open 4.3166666666667 $3,912.60 Nov 4, 8:05 PM
WL-02996408 Labor Open 3.5833333333333 $0.00 Nov 4, 8:05 PM

Details