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WO-01305560 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Frayser, TN — 3360 N Watkins St, Memphis TN, 38127

Sep 22, 2025 → Jan 2, 2026

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (61 biz days late)
Active: 68 biz days
🕐 Clock stopped: Completed (Jan 2, 2026)
▶ Clock Running
Status: Created
Sep 22 → Sep 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 22 → Sep 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
58d
▶ Clock Running
Status: Assigned
Sep 22 → Dec 17, 2025
58 business days (counted)
Running total: 58 of ? biz days used
8d
▶ Clock Running
Status: On Hold
Dec 17 → Dec 30, 2025
8 business days (counted)
Running total: 66 of ? biz days used
▶ Clock Running
Status: Reschedule
Dec 30 → Dec 30, 2025
0 business days (counted)
Running total: 66 of ? biz days used
▶ Clock Running
Status: Scheduled
Dec 30 → Jan 2, 2026
2 business days (counted)
Running total: 68 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 2 → Jan 2, 2026
0 business days (counted)
Running total: 68 of ? biz days used
Created: Sep 22, 2025 Completed: Jan 2, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Sep 22 → Sep 22 Created ▶ Running 0 0
Sep 22 → Sep 22 Ready for Scheduling ▶ Running 0 0
Sep 22 → Dec 17 Assigned ▶ Running 58 58
Dec 17 → Dec 30 On Hold ▶ Running 8 66
Dec 30 → Dec 30 Reschedule ▶ Running 0 66
Dec 30 → Jan 2 Scheduled ▶ Running 2 68
Jan 2 → Jan 2 Tech On Site ▶ Running 0 68
Dispatch 0.0d
Holding 9.0d (excluded)
Coordinators 62.0d
Field Work 0.7d
Billing 20.3d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
9.0 days
Coordinators
62.0 days
Over SLA
Field Work
0.7 days
Billing
20.3 days
Over SLA
Created: Sep 22, 2025 Due: Nov 26, 2025 Completed: Jan 2, 2026 (36 days late)
📅
69.0 days Total Age
⏱️
58.7d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
78.5d 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 #00529189
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 105 pieces https://www.ebiotrack.com/inspection.php?iid=30230
Priority
Standard
Origin
Email
Reason
New Case
Contact
Rion Edwards
Owner
Leona Coonrod
Created
Sep 22, 2025
Work Orders from this Case (1)
WO-01305560 (current) Invoiced
Inspection • Michael Swingle
Created: Sep 22, 2025 • Closed: Jan 2, 2026
Completed with significant delays
Invoiced • 163 days old
🚨
Primary Delay 58.7 days stuck in "Assigned"
⏱️
Total Delay 78.5 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
0.3d / 1.0d SLA
Assigned
58.7d / 0.5d SLA
On Hold
9.0d
Scheduled
3.0d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Closed
2.3d / 1.0d SLA
Ready to Bill
19.0d / 1.0d SLA
Invoice Pending
1.3d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/30 MOwens spoke to Consuela Moore. She said that the annual inspection can be scheduled for any day. I confirmed scheduling the visit for this Friday 1/2

12/17 MOwens escalated to ASM for non response by POC..

12/3 MOwens Called and left a vm for Joanna Calvin to call back to schedule the annual inspection.

11/26/25 RBerry- Emailed JoAnna Calvin to schedule. See logged email.


11/26/25 RBerry- LM With JoAnna Calvin to schedule. 


11/26/25 RBerry- Found contact in EBT for JoAnna Calvin. Updated contact on WO.


11/26/25 RBerry- Called 310-494-1425. States this is not the correct number and she does not work for Oakstreet. 


11/25 MOwens Called and left a vm for Rion Edwards to call back to schedule the inspection visits.

11/11/25 RCook- LM with Rion Edwards to schedule. 


10/30 MOwens Called to speak to Rion Edwards. Left a vm about scheduling the inspection visit during Nov. Sent email also.

🔧 Work Performed
performed an inspection and electrical testing on all Biomed equipment. I placed all equipment back into service and is ready for use.
🔍 Technician Findings
I arrived on site to do an inspection on the BioMed equipment.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 105 pieces https://www.ebiotrack.com/inspection.php?iid=30230

Timeline

📞
Case Linked Sep 22, 7:00 AM
Case Number: 00529189
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 22, 11:51 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Sep 22, 2:31 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2h 39m
🚨 59.0 business days
⏸️
Status: On Hold by Melissa Owens Dec 17, 8:32 AM
From: Assigned
To: On Hold
Duration in Previous: 85d 19h
⚠️ 9.0 business days
🔄
2 Status: Reschedule Dec 30, 10:33 AM
Status: Reschedule → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-01-02T15:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by MICHAEL SWINGLE Jan 2, 10:51 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 0h
⏱️
5x Labor Added Jan 2, 4:13 PM
Type: Labor, Travel
Status: Open
Qty: 3.35, 5.4833333333333, 3.4166666666667, 199
✔️
Status: Completed by MICHAEL SWINGLE Jan 2, 4:21 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 5h 29m, 0m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Jan 6, 9:47 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 17h
🚨 19.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 2, 4:50 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 27d 7h
🧾
2 Invoice Created Feb 3, 2:23 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 21h 32m

Bottlenecks

Assigned
Duration: 58.7 business days (threshold: 4.0 business hours)
Exceeded by 58.2 business days
Scheduled
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Ready to Bill
Duration: 19.0 business days (threshold: 1.0 business days)
Exceeded by 18.0 business days

🔗 Related Artifacts

📞
Case 00529189
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Michael Swingle
Scheduled
Jan 2, 10:00 AM
Created
Sep 22, 11:51 AM
Invoice #
SM-252835

Work Details (5)

Name Type Status Qty Amount Date
WL-03052681 Labor Open 3.35 $0.00 Jan 2, 4:13 PM
WL-03052682 Labor Open 5.4833333333333 $2,746.40 Jan 2, 4:13 PM
WL-03052683 Labor Open 3.4166666666667 $0.00 Jan 2, 4:13 PM
WL-03052684 Travel Open 199 $0.00 Jan 2, 4:13 PM
WL-03052685 Travel Open 199 $0.00 Jan 2, 4:13 PM

Details