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WO-01339644 ↗ ServiceMax

Oak Street Health • Misc. Inspection • P3

📍 Oak Street Health - Atrisco — 4208 Central Ave. SW, Suite G, Albuquerque NM, 87105

Jan 23, 2026 → Feb 3, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Jan 28, 2026
✗ SLA Missed (4 biz days late)
Active: 7 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 3, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 23 → Jan 23, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Jan 23 → Jan 26, 2026
1 business day (counted)
Running total: 1 of 3 biz days used
1d
▶ Clock Running
Status: Assigned
Jan 26 → Jan 27, 2026
1 business day (counted)
Running total: 2 of 3 biz days used
5d
▶ Clock Running
Status: Scheduled
Jan 27 → Feb 3, 2026
5 business days (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Entered
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Scheduled
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 7 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 7 of 3 biz days used
Created: Jan 23, 2026 Completed: Feb 3, 2026
Business Days Used 7 / 3
0 3d budget +4d over
Show SLA Clock Detail (10 periods)
Period Status Clock Biz Days Running Total
Jan 23 → Jan 23 Created ▶ Running 0 0 / 3
Jan 23 → Jan 26 Ready for Scheduling ▶ Running 1 1 / 3
Jan 26 → Jan 27 Assigned ▶ Running 1 2 / 3
Jan 27 → Feb 3 Scheduled ▶ Running 5 7 / 3
Feb 3 → Feb 3 Tech On Site ▶ Running 0 7 / 3
Feb 3 → Feb 3 Entered ▶ Running 0 7 / 3
Feb 3 → Feb 3 Ready for Scheduling ▶ Running 0 7 / 3
Feb 3 → Feb 3 Assigned ▶ Running 0 7 / 3
Feb 3 → Feb 3 Scheduled ▶ Running 0 7 / 3
Feb 3 → Feb 3 Tech On Site ▶ Running 0 7 / 3
Dispatch 0.0d
Coordinators 9.2d
Field Work 1.2d
Billing 16.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
9.2 days
Over SLA
Field Work
1.2 days
Over SLA
Billing
16.0 days
Over SLA
Created: Jan 23, 2026 Due: Jan 28, 2026 Completed: Feb 4, 2026 (6 days late)
📅
7.8 days Total Age
⏱️
16.0d in Ready to Bill Longest Stage
🔄
12 transitions Status Changes
⚠️
21.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Tyler Bollman — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 3, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00561827
Need thermometer programmed
Closed
Inventory and check new thermometer for Exam Room 1 at the Atrisco Clinic.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Debra Ruth
Owner
Virtual Tech
Created
Jan 23, 2026
Work Orders from this Case (1)
WO-01339644 (current) Invoiced
Misc. Inspection • Tyler Bollman
Created: Jan 23, 2026 • Closed: Feb 3, 2026
Completed with significant delays
Invoiced • 40 days old
🚨
Primary Delay 16.0 days stuck in "Ready to Bill"
⏱️
Total Delay 21.8 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
1.3d / 1.0d SLA
Assigned
1.9d / 0.5d SLA
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
1.1d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
16.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2-3 DSR Sales Order: S.O #: 256-16376-32879

2/3/26 lcoonrod

changed to misc inspection per teams message from KKelch

1/27 KKelch scheduled per logged email from Debra

1/27 KKelch sent Debra an email for scheduling

1/26 KKelch called Debra to schedule for 2/3 between 1 and 2 pm. Left VM. 

🔧 Work Performed
Inspection: New Miscellaneous Equipment Inspection 2 items
🔍 Technician Findings
Inspection: New Miscellaneous Equipment Inspection
⚠️ Problem Description
Inspection: New Miscellaneous Equipment Inspection Inventory and check new thermometer for Exam Room 1 at the Atrisco Clinic. https://www.ebiotrack.com/inspection.php?iid=32879

Timeline

📞
Case Linked Jan 23, 4:18 PM
Case Number: 00561827
Subject: Need thermometer programmed
Status: Closed
📋
2 Work Order Created Jan 23, 4:32 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
1.9 business days
👷
2 Technician Assigned Jan 26, 11:31 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 18h
📅
2 Dispatch Scheduled Jan 27, 11:07 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 23h 36m
⚠️ 6.0 business days
🔧
Status: Tech On Site by Tyler Bollman Feb 3, 12:44 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 1h
🆕
Status: Entered by Kaitlyn Kelch Feb 3, 12:55 PM
From: Tech On Site
To: Entered
Duration in Previous: 11m
📅
3 Status: Ready for Scheduling Feb 3, 1:13 PM
Status: Ready for Scheduling → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: Tyler Bollman
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-02-03T17:00:00.000+0000
🔧
Status: Tech On Site by Tyler Bollman Feb 3, 1:20 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7m
⏱️
2 4x Labor Added Feb 3, 1:35 PM
4x Labor Added → Status: Completed
✔️
Status: Completed by Tyler Bollman
From: Tech On Site
To: Completed
Duration in Previous: 15m
⏱️
2 Labor Added Feb 3, 10:41 PM
Labor Added → Status: Closed
🏁
Status: Closed by Tyler Bollman
From: Completed
To: Closed
Duration in Previous: 9h 7m
2.2 business days
📄
Status: Ready to Bill by Diane Patton Feb 5, 11:09 AM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 12h
🚨 16.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 28, 1:13 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 23d 2h
🧾
2 Invoice Created Feb 28, 1:18 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m

Bottlenecks

Ready for Scheduling
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.5 business hours
Assigned
Duration: 1.9 business days (threshold: 4.0 business hours)
Exceeded by 1.4 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Completed
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business hours
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 16.0 business days (threshold: 1.0 business days)
Exceeded by 15.0 business days

🔗 Related Artifacts

📞
Case 00561827
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Misc. Inspection
Branch
Edge
Technician
Tyler Bollman
Scheduled
Feb 3, 12:00 PM
Created
Jan 23, 4:32 PM
Invoice #
SM-255246

Work Details (5)

Name Type Status Qty Amount Date
WL-03089498 Labor Open 0.5 $61.29 Feb 3, 1:35 PM
WL-03089499 Labor Open 1 $122.57 Feb 3, 1:35 PM
WL-03089500 Travel Open 11 - Feb 3, 1:35 PM
WL-03089501 Travel Open 475 - Feb 3, 1:35 PM
WL-03090659 Labor Open 8.5 $0.00 Feb 3, 10:41 PM

Details