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WO-01309032 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Washington Heights — 4405 Broadway, New York NY, 10040

Oct 13, 2025 → Dec 18, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (30 biz days late)
Active: 45 biz days
🕐 Clock stopped: Completed (Dec 18, 2025)
▶ 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 16, 2025
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 3 of ? biz days used
35d
▶ Clock Running
Status: Scheduled
Oct 16 → Dec 9, 2025
35 business days (counted)
Running total: 38 of ? biz days used
▶ Clock Running
Status: Reschedule
Dec 9 → Dec 10, 2025
1 business day (counted)
Running total: 39 of ? biz days used
▶ Clock Running
Status: Scheduled
Dec 10 → Dec 11, 2025
1 business day (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Reschedule
Dec 11 → Dec 11, 2025
0 business days (counted)
Running total: 40 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Dec 11 → Dec 18, 2025
5 business days (counted)
Running total: 45 of ? biz days used
Created: Oct 13, 2025 Completed: Dec 18, 2025
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Oct 13 → Oct 13 Created ▶ Running 0 0
Oct 13 → Oct 16 Ready for Scheduling ▶ Running 3 3
Oct 16 → Oct 16 Assigned ▶ Running 0 3
Oct 16 → Dec 9 Scheduled ▶ Running 35 38
Dec 9 → Dec 10 Reschedule ▶ Running 1 39
Dec 10 → Dec 11 Scheduled ▶ Running 1 40
Dec 11 → Dec 11 Reschedule ▶ Running 0 40
Dec 11 → Dec 18 Scheduled ▶ Running 5 45
Coordinators 48.6d
Billing 7.2d
✗ SLA Missed
Coordinators
48.6 days
Over SLA
Billing
7.2 days
Over SLA
Created: Oct 13, 2025 Due: Dec 31, 2025 Completed: Dec 18, 2025 (13 days early)
📅
45.0 days Total Age
⏱️
35.9d in Scheduled Longest Stage
🔄
11 transitions Status Changes
⚠️
47.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
16 lines Work Details
🚩
3 visits On-Site Trips
📋
Coordinator Scheduling
🚩
3 On-Site Visits (2 reschedules)
3 on-site visits — why were multiple trips needed?
Visit 1 Dec 9, 2025
Visit 2 Dec 10, 2025
Visit 3 Dec 18, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00534847
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 137 https://www.ebiotrack.com/inspection.php?iid=30660 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
Nancy Deleon
Owner
Shelby Robinson
Created
Oct 13, 2025
Work Orders from this Case (1)
WO-01309032 (current) Invoiced
Inspection • Edward Arias
Created: Oct 13, 2025 • Closed: Dec 18, 2025
Completed with significant delays
Invoiced • 142 days old
🚨
Primary Delay 35.9 days stuck in "Scheduled"
⏱️
Total Delay 47.4 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
3.0d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
43.2d / 2.0d SLA
Reschedule
2.3d / 2.0d SLA
Closed
2.3d / 1.0d SLA
Ready to Bill
7.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
12/11 KSmith -- Scheduled return trip for 12/18 with Nancy. 9-11am

12/10 SRogers: updating to reschedule, 1/2 day needed to finish.

12/10 KSmith -- Nancy approved returned on 12/18 to finish the inspection if needed

12/9 KSmith -- Return trip needed to finish inspection. Sent email to Nancy to schedule for 12/18.

10/16 KSmith -- Scheduled for 12/9-12/10 with Nancy

10/16 KSmith -- Sent email to schedule for 12/9-12/10

🔧 Work Performed
Inspection completed 123 devices
🔍 Technician Findings
Inspection due
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 137 https://www.ebiotrack.com/inspection.php?iid=30660 This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR.

Timeline

📞
Case Linked Oct 13, 7:00 AM
Case Number: 00534847
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Oct 13, 11:22 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
3.0 business days
👷
2 Technician Assigned Oct 16, 11:34 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3d 0h
🗓️
2 Status: Scheduled Oct 16, 12:27 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-09T14:00:00.000+0000
🚨 36.0 business days
⏱️
3x Labor Added Dec 9, 11:39 AM
Type: Labor, Travel
Status: Open
Qty: 0.75, 12
⏱️
2x Labor Added Dec 9, 4:37 PM
Type: Labor
Status: Open
Qty: 5, 0.5
🔄
Status: Reschedule by Kourtney Smith Dec 9, 4:57 PM
From: Scheduled
To: Reschedule
Duration in Previous: 54d 5h
🗓️
2 Status: Scheduled Dec 10, 8:17 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-09T14:00:00.000+0000
⏱️
4x Labor Added Dec 10, 1:16 PM
Type: Labor, Travel
Status: Open
Qty: 1, 0.5, 34, 12
⏱️
2x Labor Added Dec 10, 5:12 PM
Type: Labor
Status: Open
Qty: 3.25, 0.75
🔄
Status: Reschedule by Shawn Rogers Dec 10, 9:06 PM
From: Scheduled
To: Reschedule
Duration in Previous: 12h 49m
🗓️
2 Status: Scheduled Dec 11, 8:38 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-18T14:00:00.000+0000
⚠️ 6.0 business days
⏱️
3x Labor Added Dec 18, 12:53 PM
Type: Labor, Travel
Status: Open
Qty: 1.75, 32, 12
⏱️
2 2x Labor Added Dec 18, 4:30 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by Edward Arias
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 7d 7h, 0m
2.9 business days
📄
Status: Ready to Bill by Diane Patton Dec 22, 5:25 PM
From: Closed
To: Ready to Bill
Duration in Previous: 4d 0h
⚠️ 7.8 business days
📨
Status: Invoice Pending by Diane Patton Jan 2, 6:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 11d 0h
🧾
2 Invoice Created Jan 2, 6:30 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 19m

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 35.9 business days (threshold: 2.0 business days)
Exceeded by 33.9 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Ready to Bill
Duration: 7.2 business days (threshold: 1.0 business days)
Exceeded by 6.2 business days

🔗 Related Artifacts

📞
Case 00534847
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Edward Arias
Scheduled
Dec 18, 9:00 AM
Created
Oct 13, 11:22 AM
Invoice #
SM-250448

Work Details (16)

Name Type Status Qty Amount Date
WL-03031311 Labor Open 0.75 $0.00 Dec 9, 11:39 AM
WL-03031313 Travel Open 12 - Dec 9, 11:39 AM
WL-03031314 Travel Open 12 - Dec 9, 11:39 AM
WL-03031879 Labor Open 5 $0.00 Dec 9, 4:37 PM
WL-03031880 Labor Open 0.5 $0.00 Dec 9, 4:37 PM
WL-03032940 Labor Open 1 $0.00 Dec 10, 1:16 PM
WL-03032941 Labor Open 0.5 $0.00 Dec 10, 1:16 PM
WL-03032943 Travel Open 34 - Dec 10, 1:16 PM
WL-03032944 Travel Open 12 - Dec 10, 1:16 PM
WL-03033293 Labor Open 3.25 $0.00 Dec 10, 5:12 PM
WL-03033294 Labor Open 0.75 $0.00 Dec 10, 5:12 PM
WL-03041936 Labor Open 1.75 $0.00 Dec 18, 12:53 PM
WL-03041937 Travel Open 32 - Dec 18, 12:53 PM
WL-03041938 Travel Open 12 - Dec 18, 12:53 PM
WL-03042291 Labor Open 4 $3,103.40 Dec 18, 4:30 PM
WL-03042292 Labor Open 0.75 $0.00 Dec 18, 4:30 PM

Details