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WO-01309008 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Durham — 3729 N Roxboro St, Suite B, Durham NC, 27704

Oct 13, 2025 → Jan 22, 2026

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (52 biz days late)
Active: 67 biz days
🕐 Clock stopped: Completed (Jan 22, 2026)
▶ Clock Running
Status: Created
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 0 of ? biz days used
61d
▶ Clock Running
Status: Assigned
Oct 13 → Jan 13, 2026
61 business days (counted)
Running total: 61 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Jan 13 → Jan 22, 2026
6 business days (counted)
Running total: 67 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 22 → Jan 22, 2026
0 business days (counted)
Running total: 67 of ? biz days used
Created: Oct 13, 2025 Completed: Jan 22, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 13 → Oct 13 Created ▶ Running 0 0
Oct 13 → Oct 13 Ready for Scheduling ▶ Running 0 0
Oct 13 → Jan 13 Assigned ▶ Running 61 61
Jan 13 → Jan 22 Scheduled ▶ Running 6 67
Jan 22 → Jan 22 Tech On Site ▶ Running 0 67
Coordinators 67.9d
Field Work 0.6d
Billing 8.2d
✗ SLA Missed
Coordinators
67.9 days
Over SLA
Field Work
0.6 days
Billing
8.2 days
Over SLA
Created: Oct 13, 2025 Due: Jan 30, 2026 Completed: Jan 22, 2026 (8 days early)
📅
67.0 days Total Age
⏱️
61.0d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
72.1d 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 #00534777
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 91 pcs https://www.ebiotrack.com/inspection.php?iid=30642
Priority
Standard
Origin
Email
Reason
New Case
Contact
Lacey Booth
Owner
Jessica Sells
Created
Oct 11, 2025
Work Orders from this Case (1)
WO-01309008 (current) Invoiced
Inspection • Christopher Morning
Created: Oct 13, 2025 • Closed: Jan 22, 2026
Completed with significant delays
Invoiced • 142 days old
🚨
Primary Delay 61.0 days stuck in "Assigned"
⏱️
Total Delay 72.1 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
0.0d / 1.0d SLA
Assigned
61.0d / 0.5d SLA
Scheduled
6.9d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Completed
0.1d / 1.0d SLA
Closed
1.7d / 1.0d SLA
Ready to Bill
7.0d / 1.0d SLA
Invoice Pending
1.3d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

1/13 MOwens Lacey replied back that Thursday is the best day to schedule. Sent reply back to her to confirm scheduling the inspection visit for Thurs. 1/22 with arrival between 8-9am.

1/12 MOwens Sent email to Lacey asking for good date to schedule the inspection visit during Jan.

🔧 Work Performed
1-22-26 CTM - Performed Annual Inspection on all medical equipment located Total of 108 pieces of medical equipment inspected . ALL TESTED PASS. Notified POC Lacey Booth of findings and completion .
🔍 Technician Findings
1-22-26 CTM - Perform Annual Inspection on all medical equipment located . Notify POC Lacey Booth of findings and completion .
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 91 pcs https://www.ebiotrack.com/inspection.php?iid=30642

Timeline

📞
Case Linked Oct 11, 7:00 AM
Case Number: 00534777
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
0.0 business days
📋
2 Work Order Created Oct 13, 10:43 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Oct 13, 11:15 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 31m
🚨 61.0 business days
🗓️
2 Status: Scheduled Jan 13, 11:25 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-01-22T13:00:00.000+0000
⚠️ 7.0 business days
🔧
Status: Tech On Site by Christopher Morning Jan 22, 8:47 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 21h
⏱️
2x Labor Added Jan 22, 8:52 AM
Type: Labor, Travel
Status: Open
Qty: 1.25, 41
⏱️
2 Labor Added Jan 22, 12:33 PM
Labor Added → Status: Completed
✔️
Status: Completed by Christopher Morning
From: Tech On Site
To: Completed
Duration in Previous: 3h 47m
⏱️
2 2x Labor Added Jan 22, 1:32 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 58m
📄
Status: Ready to Bill by Diane Patton Jan 23, 11:19 AM
From: Closed
To: Ready to Bill
Duration in Previous: 21h 46m
⚠️ 7.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 2, 4:50 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 10d 5h
🧾
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: 61.0 business days (threshold: 4.0 business hours)
Exceeded by 60.5 business days
Scheduled
Duration: 6.9 business days (threshold: 2.0 business days)
Exceeded by 4.9 business days
Closed
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.5 business hours
Ready to Bill
Duration: 7.0 business days (threshold: 1.0 business days)
Exceeded by 6.0 business days

🔗 Related Artifacts

📞
Case 00534777
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Jan 22, 8:00 AM
Created
Oct 13, 10:43 AM
Invoice #
SM-252835

Work Details (5)

Name Type Status Qty Amount Date
WL-03074677 Labor Open 1.25 $0.00 Jan 22, 8:52 AM
WL-03074678 Travel Open 41 $0.00 Jan 22, 8:52 AM
WL-03074972 Labor Open 4 $2,746.40 Jan 22, 12:33 PM
WL-03075112 Labor Open 1 $0.00 Jan 22, 1:32 PM
WL-03075113 Travel Open 41 $0.00 Jan 22, 1:32 PM

Details