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WO-01328269 ↗ ServiceMax

Oak Street Health • Virtual Tech - Field Repair • P3

📍 Oak Street Health - Lee Harvard, OH — 16888 Harvard Avenue, Cleveland OH, 44128

Dec 29, 2025 → Jan 6, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Jan 2, 2026
✗ SLA Missed (3 biz days late)
Active: 6 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Jan 7, 2026)
SLA Target
▶ Clock Running
Status: Created
Dec 29 → Dec 29, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 29 → Dec 29, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Dec 29 → Dec 29, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
5d
▶ Clock Running
Status: Scheduled
Dec 29 → Jan 6, 2026
5 business days (counted)
Running total: 5 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Jan 6 → Jan 7, 2026
1 business day (counted)
Running total: 6 of 3 biz days used
Created: Dec 29, 2025 Completed: Jan 7, 2026
Business Days Used 6 / 3
0 3d budget +3d over
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Dec 29 → Dec 29 Created ▶ Running 0 0 / 3
Dec 29 → Dec 29 Ready for Scheduling ▶ Running 0 0 / 3
Dec 29 → Dec 29 Assigned ▶ Running 0 0 / 3
Dec 29 → Jan 6 Scheduled ▶ Running 5 5 / 3
Jan 6 → Jan 7 Tech On Site ▶ Running 1 6 / 3
Dispatch 0.0d
Coordinators 5.6d
Field Work 1.4d
Billing 18.8d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
5.6 days
Over SLA
Field Work
1.4 days
Over SLA
Billing
18.8 days
Over SLA
Created: Dec 29, 2025 Due: Jan 2, 2026 Completed: Jan 7, 2026 (4 days late)
📅
6.1 days Total Age
⏱️
17.5d in Ready to Bill Longest Stage
🔄
8 transitions Status Changes
⚠️
20.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00535398
L2 review
Closed
Notes: Out of tolerance. reading too low
Priority
Standard
Origin
Email
Reason
New Case
Contact
Brittany Jarrett
Owner
Virtual Tech
Created
Oct 14, 2025
Work Orders from this Case (2)
WO-01309362 Invoiced
Virtual Tech - Drop Shipment • Virtual Tech
Created: Oct 14, 2025 • Closed: Dec 15, 2025
WO-01328269 (current) Invoiced
Virtual Tech - Field Repair • Jordan Moceri
Created: Dec 29, 2025 • Closed: Jan 6, 2026
Completed with significant delays
Invoiced • 65 days old
🚨
Primary Delay 17.5 days stuck in "Ready to Bill"
⏱️
Total Delay 20.2 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
0.1d / 1.0d SLA
Assigned
0.2d / 0.5d SLA
Scheduled
5.4d / 2.0d SLA
Tech On Site
1.4d / 1.0d SLA
Closed
1.0d / 1.0d SLA
Ready to Bill
17.5d / 1.0d SLA
Invoice Pending
1.3d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/31/2025 CRamen re-scheduled due to lake effect snow storm in the Cleveland area


12/29/25 RBerry- Received confirmation from Brittany Jarrett to schedule for 12/31/25 with arrival time between 10AM-12PM. See logged email.


12/29/25 RBerry- Emailed Brittany Jarrett to schedule for 12/31/25 with arrival time between 10AM-12PM. Waiting for confirmation. See logged email.


12/29/25 RBerry- LM with Brittany Jarrett to schedule. Could not log call in RC. Logged call manually.

🔧 Work Performed
Removed old wall bp and installed new. Tested and unit is functioning. While on site looked at Affinion 2 machine as requested by customer. Trouble shooted and found error code is referring to bad test cartridges. Account to get with Abbott for further help
🔍 Technician Findings
install of new wall bp and look at a1c
⚠️ Problem Description
Install New Wall BP in exam room 2 and test. Notes: Out of tolerance. reading too low https://www.ebiotrack.com/workorder.php?wo=70591

Timeline

📞
Case Linked Oct 14, 1:34 PM
Case Number: 00535398
Subject: L2 review
Status: Closed
🚨 51.0 business days
📋
2 Work Order Created Dec 29, 2:01 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
2 Status: Assigned Dec 29, 2:33 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Rhea Berry
Technician: Jordan Moceri
🗓️
2 Status: Scheduled Dec 29, 4:04 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2025-12-31T16:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Charles Ramen Dec 31, 10:20 AM
Scheduled For: 2026-01-01T16:00:00.000+0000
📅
Dispatch Scheduled by Charles Ramen Dec 31, 10:31 AM
Scheduled For: 2026-01-06T16:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Jordan Moceri Jan 6, 11:36 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 19h
⏱️
2 3x Labor Added Jan 6, 10:32 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Jordan Moceri
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 10h 56m, 0m
📄
Status: Ready to Bill by Diane Patton Jan 7, 2:54 PM
From: Closed
To: Ready to Bill
Duration in Previous: 16h 21m
🚨 18.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 2, 4:51 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 26d 1h
🧾
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

Scheduled
Duration: 5.4 business days (threshold: 2.0 business days)
Exceeded by 3.4 business days
Tech On Site
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 2.9 business hours
Ready to Bill
Duration: 17.5 business days (threshold: 1.0 business days)
Exceeded by 16.5 business days

🔗 Related Artifacts

📞
Case 00535398
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Jordan Moceri
Scheduled
Jan 6, 11:00 AM
Created
Dec 29, 2:01 PM
Invoice #
SM-252835

Work Details (3)

Name Type Status Qty Amount Date
WL-03055742 Labor Open 3.35 $367.71 Jan 6, 10:32 PM
WL-03055743 Labor Open 1.4 $183.86 Jan 6, 10:32 PM
WL-03055744 Travel Open 183 - Jan 6, 10:32 PM

Details