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WO-01309906 ↗ ServiceMax

Oak Street Health • Misc. Inspection • PSM

📍 Oak Street Health - Westown, OH — 10688 Lorain Ave, Cleveland OH, 44111

Oct 16, 2025 → Oct 21, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✓ SLA Met (7 biz days early)
Active: 4 biz days
🕐 Clock stopped: Completed (Oct 22, 2025)
▶ Clock Running
Status: Created
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 0 of ? biz days used
3d
▶ Clock Running
Status: Scheduled
Oct 16 → Oct 21, 2025
3 business days (counted)
Running total: 3 of ? biz days used
1d
▶ Clock Running
Status: Tech On Site
Oct 21 → Oct 22, 2025
1 business day (counted)
Running total: 4 of ? biz days used
Created: Oct 16, 2025 Completed: Oct 22, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 16 → Oct 16 Created ▶ Running 0 0
Oct 16 → Oct 16 Ready for Scheduling ▶ Running 0 0
Oct 16 → Oct 16 Assigned ▶ Running 0 0
Oct 16 → Oct 21 Scheduled ▶ Running 3 3
Oct 21 → Oct 22 Tech On Site ▶ Running 1 4
Dispatch 0.0d
Coordinators 4.3d
Field Work 1.3d
Billing 6.3d
✓ SLA Met
Dispatch
0.0 days
Coordinators
4.3 days
Over SLA
Field Work
1.3 days
Over SLA
Billing
6.3 days
Over SLA
Created: Oct 16, 2025 Due: Nov 14, 2025 Completed: Oct 22, 2025 (23 days early)
📅
4.3 days Total Age
⏱️
6.3d in Ready to Bill Longest Stage
🔄
8 transitions Status Changes
⚠️
8.2d 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 #00535868
Oakstreet Westown
Closed
Inspection: Miscellaneous Equipment Inspection missed equipment from inspection https://www.ebiotrack.com/inspection.php?iid=30707 One of the items may have just been missed, as it was not in plain sight. The other one is our blood spinner which is in plain sight and used everyday. We have 2 of them. One has a new sticker and the other does not.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Lucy Borrero
Owner
Jessica Sells
Created
Oct 15, 2025
Work Orders from this Case (1)
WO-01309906 (current) Invoiced
Misc. Inspection • Jordan Moceri
Created: Oct 16, 2025 • Closed: Oct 21, 2025
Completed with minor delays
Invoiced • 139 days old
🚨
Primary Delay 6.3 days stuck in "Ready to Bill"
⏱️
Total Delay 8.2 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
0.5d / 1.0d SLA
Assigned
0.3d / 0.5d SLA
Scheduled
3.6d / 2.0d SLA
Tech On Site
1.3d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
6.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/16/2025 CRamen Logged email confirming Tuesday 10/21/2025 with an arrival window between 10-11am.


10/16/2025 CRamen Logged email requesting Tuesday 10/21/2025 with an arrival window between 10-11am. Placeholder set

🔧 Work Performed
inspected equipment
🔍 Technician Findings
misc inspection on equioment
⚠️ Problem Description
Inspection: Miscellaneous Equipment Inspection missed equipment from inspection https://www.ebiotrack.com/inspection.php?iid=30707 One of the items may have just been missed, as it was not in plain sight. The other one is our blood spinner which is in plain sight and used everyday. We have 2 of them. One has a new sticker and the other does not.

Timeline

📞
Case Linked Oct 15, 2:47 PM
Case Number: 00535868
Subject: Oakstreet Westown
Status: Closed
📋
2 Work Order Created Oct 16, 9:19 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 16, 1:17 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3h 58m
🗓️
2 Status: Scheduled Oct 16, 3:22 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-10-21T14:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Jordan Moceri Oct 21, 10:56 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 4d 19h
⏱️
2 5x Labor Added Oct 21, 10:32 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 11h 38m, 0m
2.2 business days
📄
Status: Ready to Bill by Diane Patton Oct 23, 5:24 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 18h
⚠️ 6.8 business days
📨
Status: Invoice Pending by Diane Patton Oct 31, 3:56 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 7d 22h
💰
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

Scheduled
Duration: 3.6 business days (threshold: 2.0 business days)
Exceeded by 1.6 business days
Tech On Site
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.6 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 6.3 business days (threshold: 1.0 business days)
Exceeded by 5.3 business days

🔗 Related Artifacts

📞
Case 00535868
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Misc. Inspection
Branch
Edge
Technician
Jordan Moceri
Scheduled
Oct 21, 10:00 AM
Created
Oct 16, 9:19 AM
Invoice #
SM-245414

Work Details (5)

Name Type Status Qty Amount Date
WL-02979383 Labor Open 3.1833333333333 $0.00 Oct 21, 10:32 PM
WL-02979384 Labor Open 1 $122.57 Oct 21, 10:32 PM
WL-02979385 Labor Open 3.2333333333333 $0.00 Oct 21, 10:32 PM
WL-02979386 Travel Open 176 - Oct 21, 10:32 PM
WL-02979387 Travel Open 176 - Oct 21, 10:32 PM

Details