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WO-01308545 ↗ ServiceMax

Oak Street Health • Misc. Inspection • P5

📍 Oak Street Health - Tyler, TX — 2115 S Broadway Ave., Tyler TX, 75701

Oct 9, 2025 → Oct 13, 2025

✅ Completed
P5
SLA Clock
5 business days from creation · Target: Oct 17, 2025
✓ SLA Met (4 biz days early)
Active: 1 biz days
Budget: 5 biz days
🕐 Clock stopped: Tech Off Site (Oct 13, 2025)
SLA Target
▶ Clock Running
Status: Created
Oct 9 → Oct 9, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 9 → Oct 9, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
▶ Clock Running
Status: Assigned
Oct 9 → Oct 9, 2025
0 business days (counted)
Running total: 0 of 5 biz days used
1d
▶ Clock Running
Status: Scheduled
Oct 9 → Oct 13, 2025
1 business day (counted)
Running total: 1 of 5 biz days used
▶ Clock Running
Status: Tech On Site
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 1 of 5 biz days used
Created: Oct 9, 2025 Tech Off Site: Oct 13, 2025
Business Days Used 1 / 5
0 5d budget
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 9 → Oct 9 Created ▶ Running 0 0 / 5
Oct 9 → Oct 9 Ready for Scheduling ▶ Running 0 0 / 5
Oct 9 → Oct 9 Assigned ▶ Running 0 0 / 5
Oct 9 → Oct 13 Scheduled ▶ Running 1 1 / 5
Oct 13 → Oct 13 Tech On Site ▶ Running 0 1 / 5
Dispatch 0.0d
Coordinators 2.1d
Billing 12.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
2.1 days
Billing
12.0 days
Over SLA
Created: Oct 9, 2025 Due: Oct 16, 2025 Completed: Oct 13, 2025 (3 days early)
📅
2.0 days Total Age
⏱️
12.0d in Ready to Bill Longest Stage
🔄
9 transitions Status Changes
⚠️
13.0d 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 #00534248
Closed
New Miscellaneous Equipment Inspection 1 New A1C machine needs inspected. https://www.ebiotrack.com/inspection.php?iid=30616 This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR.
Priority
High
Origin
Phone
Reason
New Case
Contact
Cece Shea
Owner
Shelby Robinson
Created
Oct 9, 2025
Work Orders from this Case (1)
WO-01308545 (current) Invoiced
Misc. Inspection • Arturo Diaz
Created: Oct 9, 2025 • Closed: Oct 13, 2025
Completed with significant delays
Invoiced • 146 days old
🚨
Primary Delay 12.0 days stuck in "Ready to Bill"
⏱️
Total Delay 13.0 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
0.1d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
2.0d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
3.0d / 1.0d SLA
Ready to Bill
12.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/9 KKelch scheduled per logged email from Cece

10/9 KKelch sent Cece an email for scheduling

🔧 Work Performed
Miscellaneous inspection of new equipment.
🔍 Technician Findings
Normal equipment conditions
⚠️ Problem Description
New Miscellaneous Equipment Inspection 1 New A1C machine needs inspected. https://www.ebiotrack.com/inspection.php?iid=30616 This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR.

Timeline

📞
Case Linked Oct 9, 11:09 AM
Case Number: 00534248
Subject:
Status: Closed
📋
▶
2 Work Order Created Oct 9, 11:14 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
👷
▶
4 Technician Assigned Oct 9, 11:57 AM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 42m
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 3m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-10-13T17:00:00.000+0000
⏳ 2.0 business days
🔧
Status: Tech On Site by Arturo Diaz Oct 13, 1:12 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 1h
🚗
▶
2 Status: Tech Off Site Oct 13, 6:52 PM
Status: Tech Off Site → 5x Labor Added
⏱️
5x Labor Added
Type: Labor, Travel
Status: Open
Qty: 5, 1, 4, 200
✔️
Status: Completed by Arturo Diaz Oct 13, 6:58 PM
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 5m, 0m
⏳ 3.0 business days
📄
Status: Ready to Bill by Diane Patton Oct 16, 11:16 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 16h
🚨 12.0 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:56 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 15d 4h
💰
Status: Invoiced by Diane Patton Oct 31, 4:03 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 7m
⏳ 2.0 business days
🧾
Invoice Created Nov 3, 11:35 AM
Invoice Number: SM-245414

Bottlenecks

Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Ready to Bill
Duration: 12.0 business days (threshold: 1.0 business days)
Exceeded by 11.0 business days

🔗 Related Artifacts

📞
Case 00534248
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P5
Type
Misc. Inspection
Branch
Edge
Technician
Arturo Diaz
Scheduled
Oct 13, 1:00 PM
Created
Oct 9, 11:14 AM
Invoice #
SM-245414

Work Details (5)

Name Type Status Qty Amount Date
WL-02969147 Labor Open 5 $490.28 Oct 13, 6:55 PM
WL-02969148 Labor Open 1 $122.57 Oct 13, 6:55 PM
WL-02969149 Labor Open 4 $0.00 Oct 13, 6:55 PM
WL-02969150 Travel Open 200 - Oct 13, 6:55 PM
WL-02969151 Travel Open 200 - Oct 13, 6:55 PM

Details