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WO-01312485 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Cedar Grove — 653 W 70th St, Shreveport LA, 71106

Nov 3, 2025 → Nov 26, 2025

✅ Completed
PSM
SLA Clock
Last business day of November 2025 · Target: Nov 28, 2025
✓ SLA Met (1 biz days early)
Active: 15 biz days
🕐 Clock stopped: Tech Off Site (Nov 25, 2025)
▶ Clock Running
Status: Created
Nov 3 → Nov 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Ready for Scheduling
Nov 3 → Nov 11, 2025
5 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 11 → Nov 11, 2025
0 business days (counted)
Running total: 5 of ? biz days used
10d
▶ Clock Running
Status: Scheduled
Nov 11 → Nov 25, 2025
10 business days (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 15 of ? biz days used
Created: Nov 3, 2025 Tech Off Site: Nov 25, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Nov 3 → Nov 3 Created ▶ Running 0 0
Nov 3 → Nov 11 Ready for Scheduling ▶ Running 5 5
Nov 11 → Nov 11 Assigned ▶ Running 0 5
Nov 11 → Nov 25 Scheduled ▶ Running 10 15
Nov 25 → Nov 25 Tech On Site ▶ Running 0 15
Dispatch 0.0d
Coordinators 16.0d
Field Work 2.2d
Billing 2.8d
✓ SLA Met
Dispatch
0.0 days
Coordinators
16.0 days
Over SLA
Field Work
2.2 days
Billing
2.8 days
Over SLA
Created: Nov 3, 2025 Due: Dec 31, 2025 Completed: Nov 26, 2025 (35 days early)
📅
17.0 days Total Age
⏱️
10.0d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
13.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
14 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Jason Cunningham — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 24, 2025
Visit 2 Nov 25, 2025
Visit 3 Nov 26, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00540159
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equipment: 96 https://www.ebiotrack.com/inspection.php?iid=30923 >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Inspection Flag: 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
Labrittanee Jones
Owner
John Rolston
Created
Nov 1, 2025
Work Orders from this Case (1)
WO-01312485 (current) Invoiced
Inspection • Jason Cunningham
Created: Nov 3, 2025 • Closed: Nov 26, 2025
Completed with significant delays
Invoiced • 121 days old
🚨
Primary Delay 10.0 days stuck in "Scheduled"
⏱️
Total Delay 13.9 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
6.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
10.0d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
Tech Off Site
1.5d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Ready to Bill
0.1d / 1.0d SLA
Invoice Pending
2.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

CONFIRMED

11/13/25 AJinerson - Received email back from LaBrittane'e stating she will be the onsite contact for this visit on 11/25. No further arrival instructions given.

11/11/25 AJinerson - Received email back from LaBrittane'e confirming tech visit for Tues. 11/25 with eta between 8AM-10AM.

Email back asking for onsite contact and arrival instructions.


11/11/25 AJinerson - Sent email to POC LaBrittane'e offering tech visit on Tuesday, 11/25 with eta between 8AM-10AM.

(tech would travel in day before to start in AM and have full day onsite)


11/7/25 AJinerson - Email back to LaBrittane'e letting her know we are checking to see when our next available Tuesday (to travel tech out) for this service will be and we will follow up as soon as we have confirmation to schedule.


11/7/25 AJinerson - Checking with LA FSE if available to travel to cover 11/25, 12/2, or 12/9 (Tuesday specifically requested by site).


11/7/25 AJinerson - Received email from customer asking if we have Tuesday, 11/11 available.

Our nearest LA HCP tech in our pod is 5 hours/305 miles 1 way. Checking w/ Central team if they have someone available to accommodate this site's inspection request.


Scheduling ahead needed: No

Certain day or time: Prefers Tuesday opens at 7:30 not 11/18.

Confirmed contact information is correct: Yes 

Anything additional needed for tech to gain access to the facility: No


11/06/2025 LHill-rec'd email from Labrittanee Jones-I'm LaBrittane'e Jones, Sr. Practice Manager. I am the correct person to coordinate the inspection thru and the location details are correct. 

If possible, if we can schedule the inspection on the upcoming Tuesday that would be great. The technician does not need to call prior to arriving. We open as early as 7:30. Please let me know if you have any questions or concerns.


11/06/2025 LHill-sent email to Labrittanee Jones at labrittanee.jones@oakstreethealth.com to confirm contact & equipment.


11/06/2025 LHill-LM at (318) 560-9888 for Labrittanee Jones to confirm contact & equipment.

🔧 Work Performed
11/25 Jason - Inspection Complete - Performed inspection on 119 devices. Had 1 device fail inspection and was removed from service. All other devices passed inspection and were placed back into service.
🔍 Technician Findings
Located all devices that needed to be inspected. Archived the devices that couldn't be located.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equipment: 96 https://www.ebiotrack.com/inspection.php?iid=30923 >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Inspection Flag: This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR.

Timeline

📞
Case Linked Nov 1, 7:00 AM
Case Number: 00540159
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Nov 3, 9:24 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by John Rolston
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 6.0 business days
👷
▶
2 Technician Assigned Nov 11, 8:40 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 7d 23h
🗓️
▶
2 Status: Scheduled Nov 11, 9:53 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-11-25T14:00:00.000+0000
💵
2x Expenses Added Nov 12, 7:55 AM
Type: Expenses
Status: Open
Qty: 1
🚨 10.0 business days
🔧
Status: Tech On Site by Jason Cunningham Nov 25, 9:03 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 23h
🚗
Status: Tech Off Site by Jason Cunningham Nov 25, 3:18 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 6h 14m
⏱️
11x Labor Added Nov 25, 3:29 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 6.75, 0.25, 5.75, 313, 9
⏳ 2.0 business days
⏱️
▶
3 Labor Added Nov 26, 5:06 PM
Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site
To: Completed
Duration in Previous: 1d 1h
🏁
Status: Closed by Jason Cunningham
From: Completed
To: Closed
Duration in Previous: 1m
⏳ 1.9 business days
📄
Status: Ready to Bill by Diane Patton Dec 1, 12:51 PM
From: Closed
To: Ready to Bill
Duration in Previous: 4d 19h
📨
Status: Invoice Pending by Diane Patton Dec 1, 1:49 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 58m
⏳ 3.0 business days
🧾
▶
2 Invoice Created Dec 3, 9:30 AM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1d 19h

Bottlenecks

Ready for Scheduling
Duration: 6.0 business days (threshold: 1.0 business days)
Exceeded by 5.0 business days
Scheduled
Duration: 10.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.9 business hours
Invoice Pending
Duration: 2.6 business days (threshold: 2.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00540159
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Jason Cunningham
Scheduled
Nov 25, 9:00 AM
Created
Nov 3, 9:24 AM
Invoice #
SM-247862

Work Details (14)

Name Type Status Qty Amount Date
WL-03004204 Expenses Open 1 $0.00 Nov 12, 7:55 AM
WL-03004205 Expenses Open 1 $0.00 Nov 12, 7:55 AM
WL-03019955 Labor Open 6.75 $0.00 Nov 25, 3:29 PM
WL-03019956 Labor Open 0.25 $0.00 Nov 25, 3:29 PM
WL-03019957 Labor Open 5.75 $3,008.20 Nov 25, 3:29 PM
WL-03019958 Labor Open 0.25 $0.00 Nov 25, 3:29 PM
WL-03019959 Travel Open 313 - Nov 25, 3:29 PM
WL-03019960 Travel Open 9 - Nov 25, 3:29 PM
WL-03019961 Travel Open 9 - Nov 25, 3:29 PM
WL-03019962 Travel Open 313 - Nov 25, 3:29 PM
WL-03019963 Expenses Open 1 $0.00 Nov 25, 3:29 PM
WL-03019964 Expenses Open 1 $0.00 Nov 25, 3:29 PM
WL-03019965 Expenses Open 1 $0.00 Nov 25, 3:29 PM
WL-03021231 Labor Open 5 $0.00 Nov 26, 5:06 PM

Details