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WO-01305913 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - Far Rockaway — 1048 Beach 20th Street, Far Rockaway NY, 11691

Sep 24, 2025 → Apr 3, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Oct 31, 2025
✗ SLA Missed (99 biz days late)
Active: 125 biz days
Paused: 4 biz days
🕐 Clock stopped: Completed (Apr 3, 2026)
▶ Clock Running
Status: Created
Sep 24 → Sep 24, 2025
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Sep 24 → Sep 29, 2025
3 business days (not counted)
▶ Clock Running
Status: L2 Review
Sep 29 → Sep 30, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Reschedule
Sep 30 → Oct 10, 2025
8 business days (counted)
Running total: 9 of ? biz days used
108d
▶ Clock Running
Status: On Hold
Oct 10 → Mar 23, 2026
108 business days (counted)
Running total: 117 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Mar 23 → Mar 24, 2026
1 business day (not counted)
▶ Clock Running
Status: Reschedule
Mar 24 → Mar 31, 2026
5 business days (counted)
Running total: 122 of ? biz days used
▶ Clock Running
Status: On Hold
Mar 31 → Apr 3, 2026
3 business days (counted)
Running total: 125 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 3 → Apr 3, 2026
0 business days (counted)
Running total: 125 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 3 → Apr 3, 2026
0 business days (counted)
Running total: 125 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 3 → Apr 3, 2026
0 business days (counted)
Running total: 125 of ? biz days used
Created: Sep 24, 2025 Completed: Apr 3, 2026
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Sep 24 → Sep 24 Created ▶ Running 0 0
Sep 24 → Sep 29 Awaiting Parts ⏸ Paused 3
Sep 29 → Sep 30 L2 Review ▶ Running 1 1
Sep 30 → Oct 10 Reschedule ▶ Running 8 9
Oct 10 → Mar 23 On Hold ▶ Running 108 117
Mar 23 → Mar 24 Awaiting Parts ⏸ Paused 1
Mar 24 → Mar 31 Reschedule ▶ Running 5 122
Mar 31 → Apr 3 On Hold ▶ Running 3 125
Apr 3 → Apr 3 Assigned ▶ Running 0 125
Apr 3 → Apr 3 Scheduled ▶ Running 0 125
Apr 3 → Apr 3 Tech On Site ▶ Running 0 125
Dispatch 0.0d
Material Management 5.4d
Holding 112.4d (excluded)
Coordinators 15.8d
Field Work 0.0d
Billing 19.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
5.4 days
Over SLA
Holding (excluded from total)
112.4 days
Coordinators
15.8 days
Over SLA
Field Work
0.0 days
Billing
19.0 days
Over SLA
Created: Sep 24, 2025 Due: Oct 31, 2025 Completed: Apr 3, 2026 (153 days late)
📅
130.0 days Total Age
⏱️
108.8d in On Hold Longest Stage
🔄
13 transitions Status Changes
⚠️
31.3d over Total Delay
📦
3 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00529913
New Voice Message from Virtual Tech HCP - NEW YORK CIT NY (718) 765-6342 on 09/24/2025 7:07 AM
Closed
replacement EKG shipped to site
Priority
Standard
Origin
Email
Reason
New Case
Contact
Diane Roth
Owner
Virtual Tech
Created
Sep 24, 2025
Work Orders from this Case (2)
WO-01305913 (current) Invoiced
SWAPOUT • Mohamed Shareed
Created: Sep 24, 2025 • Closed: Apr 3, 2026
WO-01380651 Invoiced
Virtual Tech - Depot • Samuel A Klein
Created: Jun 12, 2026 • Closed: Jun 12, 2026
Completed with significant delays
Invoiced • 325 days old
🚨
Primary Delay 108.8 days stuck in "On Hold"
⏱️
Total Delay 31.3 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
Awaiting Parts
5.4d / 3.0d SLA
L2 Review
1.4d
Reschedule
15.0d / 2.0d SLA
On Hold
112.4d
Scheduled
0.8d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.3d / 1.0d SLA
Ready to Bill
19.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/31/26-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

2/23/26-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

10/30-RS; Sending reminder email with RL attached - updated what was sent to site

10/8-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

🔧 Work Performed
SITE ONLY HAS 1 EKG. Swapped out EKG and packaged in same box unit came in. Tested unit with simulator no faults. Site also did an EKG on patient no faults. _______________________ Customer called in to VT to requested a replacement for the hotswap. Noted 2x devices now broken? Hotswap device sent to site: Burdick ELI 280 EKG SN: 123110000937 ASSET: 12991243 Outbound 1Z01E3E70395251964 - Delivered - 3/26/2026 Return - 1Z01E3E79097463970 - Shipper created a label, UPS has not received the package yet.
🔍 Technician Findings
Found new EKG sent by emsar depot.
⚠️ Problem Description
replacement EKG shipped to site Burdick ELI 280 EKG Asset ID#: 13354853 S/N: 122110000091 https://www.ebiotrack.com/workorder.php?wo=68442
📄 Description
ECG, BURDICK 280 INTERP 200 ECG STORAGE AM12/USB/LAN Oak Street Health’s Consigned Inventory

Timeline

📞
Case Linked Sep 24, 8:10 AM
Case Number: 00529913
Subject: New Voice Message from Virtual Tech HCP - NEW YORK CIT NY (718) 765-6342 on 09/24/2025 7:07 AM
Status: Closed
📋
3 Work Order Created Sep 24, 8:33 AM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00082294
Status: Closed
📦
Status: Awaiting Parts by Wendy Argueta
From: Entered
To: Awaiting Parts
Duration in Previous: 2m
4.0 business days
📦
2 Parts Requested Sep 29, 4:26 PM
Parts Requested → Status: L2 Review
👀
Status: L2 Review by Keith Canterbury
From: Awaiting Parts
To: L2 Review
Duration in Previous: 5d 7h
🔄
Status: Reschedule by Wendy Argueta Sep 30, 10:27 AM
From: L2 Review
To: Reschedule
Duration in Previous: 18h 1m
⚠️ 9.0 business days
⏸️
Status: On Hold by Ryan Schwochow Oct 10, 1:31 PM
From: Reschedule
To: On Hold
Duration in Previous: 10d 3h
🚨 109.0 business days
📦
2 Parts Requested Mar 23, 5:11 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Wendy Argueta
From: On Hold
To: Awaiting Parts
Duration in Previous: 164d 3h
🔩
2 2x Parts Added Mar 24, 10:52 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 17h 41m
⚠️ 6.0 business days
⏸️
Status: On Hold by Ryan Schwochow Mar 31, 3:04 PM
From: Reschedule
To: On Hold
Duration in Previous: 7d 4h
4.0 business days
👷
3 Technician Assigned Apr 3, 10:58 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kourtney Smith
From: On Hold, Assigned
To: Assigned, Scheduled
Duration in Previous: 2d 19h, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-04-03T15:30:00.000+0000
⏱️
3 4x Labor Added Apr 3, 5:19 PM
4x Labor Added → Status: Tech On Site → Status: Closed
🔧
Status: Tech On Site by Mohamed Shareed
From: Scheduled, Tech On Site
To: Tech On Site, Completed
Duration in Previous: 6h 22m, 0m
🏁
Status: Closed by Mohamed Shareed
From: Completed
To: Closed
Duration in Previous: 0m
2.8 business days
📄
Status: Ready to Bill by Diane Patton Apr 7, 10:29 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 17h
🚨 19.0 business days
📨
Status: Invoice Pending by Diane Patton May 1, 5:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 24d 6h
💰
Status: Invoiced by Diane Patton May 1, 5:33 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 23m
🚨 45.8 business days
🧾
Invoice Created Jul 8, 4:59 PM
Invoice Number: SM-260858

Bottlenecks

Awaiting Parts
Duration: 4.0 business days (threshold: 3.0 business days)
Exceeded by 1.0 business days
Reschedule
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Reschedule
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Ready to Bill
Duration: 19.0 business days (threshold: 1.0 business days)
Exceeded by 18.0 business days

🔗 Related Artifacts

📞
Case 00529913
Closed
📦
Parts Order 00082294
Closed
📦
Parts Order 00082634
Canceled
📦
Parts Order 00093180
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Mohamed Shareed
Scheduled
Apr 3, 11:30 AM
Created
Sep 24, 8:33 AM
Invoice #
SM-260858

Work Details (6)

Name Type Status Qty Amount Date
WL-03156674 Parts Open 1 $0.00 Mar 24, 10:52 AM
WL-03156675 Expenses Open 1 $32.01 Mar 24, 10:52 AM
WL-03173093 Labor Open 1.5 $183.86 Apr 3, 5:19 PM
WL-03173094 Labor Open 0.75 $91.93 Apr 3, 5:19 PM
WL-03173095 Travel Open 48 - Apr 3, 5:19 PM
WL-03173096 Expenses Open 1 $0.00 Apr 3, 5:19 PM

Details