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WO-01305732 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Overton Park, TN — 2714 Union Avenue Extended #150, Memphis TN, 38112

Sep 23, 2025 → Nov 4, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (23 biz days late)
Active: 29 biz days
🕐 Clock stopped: Completed (Nov 4, 2025)
▶ Clock Running
Status: Created
Sep 23 → Sep 23, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 23 → Sep 23, 2025
0 business days (counted)
Running total: 0 of ? biz days used
27d
▶ Clock Running
Status: Assigned
Sep 23 → Oct 31, 2025
27 business days (counted)
Running total: 27 of ? biz days used
2d
▶ Clock Running
Status: Scheduled
Oct 31 → Nov 4, 2025
2 business days (counted)
Running total: 29 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 29 of ? biz days used
Created: Sep 23, 2025 Completed: Nov 4, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 23 → Sep 23 Created ▶ Running 0 0
Sep 23 → Sep 23 Ready for Scheduling ▶ Running 0 0
Sep 23 → Oct 31 Assigned ▶ Running 27 27
Oct 31 → Nov 4 Scheduled ▶ Running 2 29
Nov 4 → Nov 4 Tech On Site ▶ Running 0 29
Dispatch 0.0d
Coordinators 31.1d
Field Work 0.6d
Billing 16.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
31.1 days
Over SLA
Field Work
0.6 days
Billing
16.6 days
Over SLA
Created: Sep 23, 2025 Due: Nov 28, 2025 Completed: Nov 4, 2025 (24 days early)
📅
30.0 days Total Age
⏱️
27.8d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
44.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00529524
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR. 45 pieces https://www.ebiotrack.com/inspection.php?iid=30263
Priority
Standard
Origin
Email
Reason
New Case
Contact
JoAnna Calvin
Owner
Sherry Reich
Created
Sep 23, 2025
Work Orders from this Case (1)
WO-01305732 (current) Invoiced
Inspection • Michael Swingle
Created: Sep 23, 2025 • Closed: Nov 4, 2025
Completed with significant delays
Invoiced • 162 days old
🚨
Primary Delay 27.8 days stuck in "Assigned"
⏱️
Total Delay 44.1 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
0.4d / 1.0d SLA
Assigned
27.8d / 0.5d SLA
Scheduled
2.8d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Closed
3.3d / 1.0d SLA
Ready to Bill
14.0d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/31 MOwens Patricia Turner replied back that 11/4 works for the repair/ inspection service date between 11am-4pm.

10/30 MOwens Called to speak to JoAnna Calvin. Left a vm about scheduling the inspection during November. 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
Annual Equipment Electrical Safety Test And Calibration Service This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR. 45 pieces https://www.ebiotrack.com/inspection.php?iid=30263

Timeline

📞
Case Linked Sep 23, 7:02 AM
Case Number: 00529524
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 23, 10:01 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Sep 23, 1:20 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3h 18m
🚨 28.0 business days
🗓️
2 Status: Scheduled Oct 31, 1:31 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-11-04T16:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by MICHAEL SWINGLE Nov 4, 11:46 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 23h
⏱️
3x Labor Added Nov 4, 4:08 PM
Type: Labor, Travel
Status: Open
Qty: 3.2666666666667, 4.2333333333333, 194
✔️
Status: Completed by MICHAEL SWINGLE Nov 4, 4:15 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 4h 28m, 0m
4.0 business days
📄
Status: Ready to Bill by Diane Patton Nov 7, 9:28 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 17h
🚨 14.0 business days
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 24d 4h
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

Assigned
Duration: 27.8 business days (threshold: 4.0 business hours)
Exceeded by 27.3 business days
Scheduled
Duration: 2.8 business days (threshold: 2.0 business days)
Exceeded by 6.5 business hours
Closed
Duration: 3.3 business days (threshold: 1.0 business days)
Exceeded by 2.3 business days
Ready to Bill
Duration: 14.0 business days (threshold: 1.0 business days)
Exceeded by 13.0 business days
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00529524
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Michael Swingle
Scheduled
Nov 4, 11:00 AM
Created
Sep 23, 10:01 AM
Invoice #
SM-247862

Work Details (3)

Name Type Status Qty Amount Date
WL-02995973 Labor Open 3.2666666666667 $0.00 Nov 4, 4:08 PM
WL-02995974 Labor Open 4.2333333333333 $2,080.00 Nov 4, 4:08 PM
WL-02995975 Travel Open 194 - Nov 4, 4:08 PM

Details