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← WO Overview

WO-01310130 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - West Fayetteville — 906 Bingham Drive, Fayetteville NC, 28304

Oct 17, 2025 → Jan 5, 2026

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (40 biz days late)
Active: 51 biz days
🕐 Clock stopped: Completed (Jan 5, 2026)
▶ Clock Running
Status: Created
Oct 17 → Oct 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
6d
▶ Clock Running
Status: Ready for Scheduling
Oct 17 → Oct 27, 2025
6 business days (counted)
Running total: 6 of ? biz days used
41d
▶ Clock Running
Status: Assigned
Oct 27 → Dec 29, 2025
41 business days (counted)
Running total: 47 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Dec 29 → Jan 5, 2026
4 business days (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 5 → Jan 5, 2026
0 business days (counted)
Running total: 51 of ? biz days used
Created: Oct 17, 2025 Completed: Jan 5, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 17 → Oct 17 Created ▶ Running 0 0
Oct 17 → Oct 27 Ready for Scheduling ▶ Running 6 6
Oct 27 → Dec 29 Assigned ▶ Running 41 47
Dec 29 → Jan 5 Scheduled ▶ Running 4 51
Jan 5 → Jan 5 Tech On Site ▶ Running 0 51
Dispatch 0.0d
Coordinators 54.0d
Field Work 0.9d
Billing 18.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
54.0 days
Over SLA
Field Work
0.9 days
Billing
18.9 days
Over SLA
Created: Oct 17, 2025 Due: Dec 31, 2025 Completed: Jan 5, 2026 (4 days late)
📅
52.0 days Total Age
⏱️
42.0d in Assigned Longest Stage
🔄
9 transitions Status Changes
⚠️
68.5d 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 #00536334
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 121 pieces https://www.ebiotrack.com/inspection.php?iid=30720
Priority
Standard
Origin
Email
Reason
New Case
Contact
Erica Supplee
Owner
Leona Coonrod
Created
Oct 17, 2025
Work Orders from this Case (1)
WO-01310130 (current) Invoiced
Inspection • Christopher Morning
Created: Oct 17, 2025 • Closed: Jan 5, 2026
Completed with significant delays
Invoiced • 138 days old
🚨
Primary Delay 42.0 days stuck in "Assigned"
⏱️
Total Delay 68.5 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
7.0d / 1.0d SLA
Assigned
42.0d / 0.5d SLA
Scheduled
5.0d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Completed
0.2d / 1.0d SLA
Closed
2.4d / 1.0d SLA
Ready to Bill
17.7d / 1.0d SLA
Invoice Pending
1.3d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/29 MOwens Erica replied back that any day this week or next week works to schedule the inspection visit. I replied back that the first open day to schedule is next Monday 1/5 based on a full day of work needed for this inspection. Arrival between 8-9am.

12/26 MOwens Sent another email to Erica about scheduling the inspection visit.

12/15 MOwens Called to speak to Erica. Left a vm for her to call back to schedule the inspection visit this month.

11/25 MOwens Called to speak to Erica and left a vm for her to call back to schedule the inspection visit during Dec. Sent an email also.

🔧 Work Performed
1-5-26 CTM - Performed Annual Inspection on all medical equipment located .Total of 121 pieces of equipment inspected . ALL PASS . Notified POC Erica Supplee of findings and completion .
🔍 Technician Findings
1-5-26 CTM - Perform Annual Inspection on all medical equipment located. Notify POC Erica Supplee of findings and completion .
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 121 pieces https://www.ebiotrack.com/inspection.php?iid=30720

Timeline

📞
Case Linked Oct 17, 7:00 AM
Case Number: 00536334
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Oct 17, 11:10 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 7.0 business days
👷
2 Technician Assigned Oct 27, 12:19 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 10d 1h
🚨 42.0 business days
🗓️
2 Status: Scheduled Dec 29, 9:11 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-01-05T13:00:00.000+0000
⚠️ 5.0 business days
⏱️
2x Labor Added Jan 5, 8:44 AM
Type: Labor, Travel
Status: Open
Qty: 2, 74
🔧
Status: Tech On Site by Christopher Morning Jan 5, 8:50 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 23h
⏱️
Labor Added Jan 5, 2:08 PM
Type: Labor
Status: Open
Qty: 5.25
✔️
Status: Completed by Christopher Morning Jan 5, 2:43 PM
From: Tech On Site
To: Completed
Duration in Previous: 5h 52m
⏱️
2 2x Labor Added Jan 5, 4:08 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 1h 25m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Jan 7, 1:46 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 21h
🚨 18.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 2, 4:50 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 26d 3h
🧾
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

Ready for Scheduling
Duration: 7.0 business days (threshold: 1.0 business days)
Exceeded by 6.0 business days
Assigned
Duration: 42.0 business days (threshold: 4.0 business hours)
Exceeded by 41.5 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days
Ready to Bill
Duration: 17.7 business days (threshold: 1.0 business days)
Exceeded by 16.7 business days

🔗 Related Artifacts

📞
Case 00536334
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Jan 5, 8:00 AM
Created
Oct 17, 11:10 AM
Invoice #
SM-252835

Work Details (5)

Name Type Status Qty Amount Date
WL-03053422 Labor Open 2 $0.00 Jan 5, 8:44 AM
WL-03053423 Travel Open 74 $0.00 Jan 5, 8:44 AM
WL-03053677 Labor Open 5.25 $3,055.80 Jan 5, 2:08 PM
WL-03053850 Labor Open 2 $0.00 Jan 5, 4:08 PM
WL-03053851 Travel Open 74 $0.00 Jan 5, 4:08 PM

Details