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WO-01304892 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - North Side — 1950 Ephriham Avenue, Fort Worth TX, 76164

Sep 17, 2025 → Dec 1, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (39 biz days late)
Active: 49 biz days
🕐 Clock stopped: Completed (Dec 1, 2025)
▶ Clock Running
Status: Created
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
18d
▶ Clock Running
Status: Assigned
Sep 17 → Oct 14, 2025
18 business days (counted)
Running total: 18 of ? biz days used
31d
▶ Clock Running
Status: Scheduled
Oct 14 → Dec 1, 2025
31 business days (counted)
Running total: 49 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 1 → Dec 1, 2025
0 business days (counted)
Running total: 49 of ? biz days used
Created: Sep 17, 2025 Completed: Dec 1, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 17 → Sep 17 Created ▶ Running 0 0
Sep 17 → Sep 17 Ready for Scheduling ▶ Running 0 0
Sep 17 → Oct 14 Assigned ▶ Running 18 18
Oct 14 → Dec 1 Scheduled ▶ Running 31 49
Dec 1 → Dec 1 Tech On Site ▶ Running 0 49
Dispatch 0.0d
Coordinators 51.0d
Field Work 0.9d
Billing 21.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
51.0 days
Over SLA
Field Work
0.9 days
Billing
21.0 days
Over SLA
Created: Sep 17, 2025 Due: Dec 15, 2025 Completed: Dec 1, 2025 (14 days early)
📅
50.0 days Total Age
⏱️
32.0d in Scheduled Longest Stage
🔄
9 transitions Status Changes
⚠️
69.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00527850
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service equipment:97 https://www.ebiotrack.com/inspection.php?iid=30138 Inspection Flag: This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jazmin Flores
Owner
Shelby Robinson
Created
Sep 17, 2025
Work Orders from this Case (1)
WO-01304892 (current) Invoiced
Inspection • Zachary Stieben
Created: Sep 17, 2025 • Closed: Dec 1, 2025
Completed with significant delays
Invoiced • 168 days old
🚨
Primary Delay 32.0 days stuck in "Scheduled"
⏱️
Total Delay 69.7 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
0.0d / 1.0d SLA
Assigned
19.0d / 0.5d SLA
Scheduled
32.0d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.3d / 1.0d SLA
Closed
2.2d / 1.0d SLA
Ready to Bill
21.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/14 KKelch scheduled per logged email from Krystle

10/13 KKelch sent Jazmin an email for scheduling

9/22 KKelch called Jazmin to schedule for 11/19 between 9 and 10 am. Left VM. 

🔧 Work Performed
Inspected 97 pieces of equipment. Completed EBT inspection report.
🔍 Technician Findings
12/1/2025 Zachary Stieben arrived on site. Found 97 pieces of equipment to be inspected.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service equipment:97 https://www.ebiotrack.com/inspection.php?iid=30138 Inspection Flag: This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR.

Timeline

📞
Case Linked Sep 17, 7:02 AM
Case Number: 00527850
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 17, 11:40 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
👷
2 Technician Assigned Sep 17, 11:56 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 16m
🚨 19.0 business days
🗓️
2 Status: Scheduled Oct 14, 9:02 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-12-01T15:00:00.000+0000
🚨 32.0 business days
🔧
Status: Tech On Site by Zachary Stieben Dec 1, 9:47 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 48d 1h
✔️
Status: Completed by Zachary Stieben Dec 1, 2:44 PM
From: Tech On Site
To: Completed
Duration in Previous: 4h 56m
🚗
3 2x Travel Added Dec 1, 4:59 PM
2x Travel Added → 3x Labor Added → Status: Closed
⏱️
3x Labor Added
Type: Labor
Status: Open
Qty: 1.5, 1.4166666666667
🏁
Status: Closed by Zachary Stieben
From: Completed
To: Closed
Duration in Previous: 2h 18m
2.9 business days
📄
Status: Ready to Bill by Diane Patton Dec 3, 10:41 AM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 17h
🚨 21.0 business days
📨
Status: Invoice Pending by Diane Patton Jan 2, 6:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 30d 7h
🧾
2 Invoice Created Jan 2, 6:29 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 19m

Bottlenecks

Assigned
Duration: 19.0 business days (threshold: 4.0 business hours)
Exceeded by 18.5 business days
Scheduled
Duration: 32.0 business days (threshold: 2.0 business days)
Exceeded by 30.0 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days
Ready to Bill
Duration: 21.0 business days (threshold: 1.0 business days)
Exceeded by 20.0 business days

🔗 Related Artifacts

📞
Case 00527850
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Zachary Stieben
Scheduled
Dec 1, 10:00 AM
Created
Sep 17, 11:40 AM
Invoice #
SM-250448

Work Details (5)

Name Type Status Qty Amount Date
WL-03022733 Travel Open 64 - Dec 1, 4:59 PM
WL-03022734 Travel Open 64 - Dec 1, 4:59 PM
WL-03022735 Labor Open 1.5 $0.00 Dec 1, 5:01 PM
WL-03022736 Labor Open 5 $2,484.60 Dec 1, 5:01 PM
WL-03022737 Labor Open 1.4166666666667 $0.00 Dec 1, 5:01 PM

Details