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WO-01313218 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Cypress Houston — 11600 FM 1960 Rd W, Houston TX, 77065

Nov 5, 2025 → Jan 9, 2026

✅ Completed
PSM
SLA Clock
Last business day of November 2025 · Target: Nov 28, 2025
✗ SLA Missed (27 biz days late)
Active: 42 biz days
🕐 Clock stopped: Tech Off Site (Jan 9, 2026)
▶ Clock Running
Status: Created
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 5 → Nov 10, 2025
3 business days (counted)
Running total: 3 of ? biz days used
39d
▶ Clock Running
Status: Scheduled
Nov 10 → Jan 9, 2026
39 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 9 → Jan 9, 2026
0 business days (counted)
Running total: 42 of ? biz days used
Created: Nov 5, 2025 Tech Off Site: Jan 9, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Nov 5 → Nov 5 Created ▶ Running 0 0
Nov 5 → Nov 5 Ready for Scheduling ▶ Running 0 0
Nov 5 → Nov 10 Assigned ▶ Running 3 3
Nov 10 → Jan 9 Scheduled ▶ Running 39 42
Jan 9 → Jan 9 Tech On Site ▶ Running 0 42
Dispatch 0.0d
Coordinators 43.9d
Field Work 0.7d
Billing 16.3d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
43.9 days
Over SLA
Field Work
0.7 days
Billing
16.3 days
Over SLA
Created: Nov 5, 2025 Due: Jan 30, 2026 Completed: Jan 9, 2026 (21 days early)
📅
42.9 days Total Age
⏱️
40.0d in Scheduled Longest Stage
🔄
11 transitions Status Changes
⚠️
55.9d 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 #00541030
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 87 pieces https://www.ebiotrack.com/inspection.php?iid=31021
Priority
Standard
Origin
Email
Reason
New Case
Contact
Taryn Rosado
Owner
Sherry Reich
Created
Nov 5, 2025
Work Orders from this Case (1)
WO-01313218 (current) Invoiced
Inspection • Arturo Diaz
Created: Nov 5, 2025 • Closed: Jan 9, 2026
Completed with significant delays
Invoiced • 119 days old
🚨
Primary Delay 40.0 days stuck in "Scheduled"
⏱️
Total Delay 55.9 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
0.0d / 1.0d SLA
Assigned
3.9d / 0.5d SLA
Scheduled
40.0d / 2.0d SLA
Tech On Site
0.7d / 1.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
1.4d / 1.0d SLA
Ready to Bill
15.0d / 1.0d SLA
Invoice Pending
1.3d / 2.0d SLA
Billing Review
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/10 KKelch scheduled per logged email from Taryn

11/10 KKelch called Taryn to schedule for 1/8 between 9 and 11 am. Phone stopped ringing and wouldn't connect, sent email

🔧 Work Performed
- Inspected equipment found in every exam room - inspected equipment found in labs - inspected equipment found in nurse stations - inspected equipment found in hallways - inquired of staff where any other equipment might be found - confirmed with staff that all equipment that is in use has been inspected - informed staff if any equipment is later found, or pulled from storage, or received from another location, it will require a miscellaneous equipment inspection on a new work order
🔍 Technician Findings
Normal equipment conditions
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 87 pieces https://www.ebiotrack.com/inspection.php?iid=31021

Timeline

📞
Case Linked Nov 5, 6:00 AM
Case Number: 00541030
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Nov 5, 11:28 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Nov 5, 11:40 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 10m
4.0 business days
🗓️
2 Status: Scheduled Nov 10, 10:59 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-01-08T15:00:00.000+0000
🚨 36.0 business days
📅
Dispatch Scheduled by Kaitlyn Kelch Jan 5, 11:04 AM
Scheduled For: 2026-01-09T15:00:00.000+0000
⚠️ 5.0 business days
🔧
2 Status: Tech On Site Jan 9, 9:35 AM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1, 10
⏱️
2x Labor Added Jan 9, 1:58 PM
Type: Labor
Status: Open
Qty: 5, 0.5
🚗
2 Status: Tech Off Site Jan 9, 3:25 PM
Status: Tech Off Site → Status: Completed
✔️
Status: Completed by Arturo Diaz
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 2m, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Jan 12, 10:41 AM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 19h
🚨 15.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 2, 4:50 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 21d 6h
💵
2 Status: Billing Review Feb 2, 5:07 PM
Status: Billing Review → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Billing Review
To: Invoice Pending
Duration in Previous: 1m
🧾
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 14m

Bottlenecks

Assigned
Duration: 3.9 business days (threshold: 4.0 business hours)
Exceeded by 3.4 business days
Scheduled
Duration: 40.0 business days (threshold: 2.0 business days)
Exceeded by 38.0 business days
Closed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.5 business hours
Ready to Bill
Duration: 15.0 business days (threshold: 1.0 business days)
Exceeded by 14.0 business days

🔗 Related Artifacts

📞
Case 00541030
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Arturo Diaz
Scheduled
Jan 9, 10:00 AM
Created
Nov 5, 11:28 AM
Invoice #
SM-252835

Work Details (5)

Name Type Status Qty Amount Date
WL-03059252 Labor Open 1 $0.00 Jan 9, 9:38 AM
WL-03059255 Travel Open 10 $0.00 Jan 9, 9:38 AM
WL-03059256 Travel Open 10 $0.00 Jan 9, 9:38 AM
WL-03059671 Labor Open 5 $2,413.20 Jan 9, 1:58 PM
WL-03059672 Labor Open 0.5 $0.00 Jan 9, 1:58 PM

Details