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WO-01338041 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - South Wayside — 2008 S Wayside Drive STE 500, Houston TX, 77023

Jan 15, 2026 → Apr 3, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (43 biz days late)
Active: 54 biz days
🕐 Clock stopped: Tech Off Site (Apr 3, 2026)
▶ Clock Running
Status: Created
Jan 15 → Jan 15, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 15 → Jan 16, 2026
1 business day (counted)
Running total: 1 of ? biz days used
5d
▶ Clock Running
Status: Assigned
Jan 16 → Jan 26, 2026
5 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Entered
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 6 of ? biz days used
15d
▶ Clock Running
Status: On Hold
Jan 26 → Feb 17, 2026
15 business days (counted)
Running total: 21 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 17 → Feb 18, 2026
1 business day (counted)
Running total: 22 of ? biz days used
10d
▶ Clock Running
Status: Assigned
Feb 18 → Mar 4, 2026
10 business days (counted)
Running total: 32 of ? biz days used
▶ Clock Running
Status: Entered
Mar 4 → Mar 4, 2026
0 business days (counted)
Running total: 32 of ? biz days used
16d
▶ Clock Running
Status: On Hold
Mar 4 → Mar 26, 2026
16 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 26 → Mar 26, 2026
0 business days (counted)
Running total: 48 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Mar 26 → Apr 3, 2026
6 business days (counted)
Running total: 54 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 3 → Apr 3, 2026
0 business days (counted)
Running total: 54 of ? biz days used
Created: Jan 15, 2026 Tech Off Site: Apr 3, 2026
Show SLA Clock Detail (12 periods)
Period Status Clock Biz Days Running Total
Jan 15 → Jan 15 Created ▶ Running 0 0
Jan 15 → Jan 16 Ready for Scheduling ▶ Running 1 1
Jan 16 → Jan 26 Assigned ▶ Running 5 6
Jan 26 → Jan 26 Entered ▶ Running 0 6
Jan 26 → Feb 17 On Hold ▶ Running 15 21
Feb 17 → Feb 18 Ready for Scheduling ▶ Running 1 22
Feb 18 → Mar 4 Assigned ▶ Running 10 32
Mar 4 → Mar 4 Entered ▶ Running 0 32
Mar 4 → Mar 26 On Hold ▶ Running 16 48
Mar 26 → Mar 26 Assigned ▶ Running 0 48
Mar 26 → Apr 3 Scheduled ▶ Running 6 54
Apr 3 → Apr 3 Tech On Site ▶ Running 0 54
Dispatch 0.0d
Holding 33.0d (excluded)
Coordinators 27.0d
Field Work 0.8d
Billing 19.6d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
33.0 days
Coordinators
27.0 days
Over SLA
Field Work
0.8 days
Billing
19.6 days
Over SLA
Created: Jan 15, 2026 Due: Mar 31, 2026 Completed: Apr 3, 2026 (2 days late)
📅
55.0 days Total Age
⏱️
19.5d in Ready to Bill Longest Stage
🔄
13 transitions Status Changes
⚠️
40.8d 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 #00559266
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 84 pcs https://www.ebiotrack.com/inspection.php?iid=32487
Priority
Standard
Origin
Email
Reason
New Case
Contact
Patricia Essex
Owner
Jessica Sells
Created
Jan 15, 2026
Work Orders from this Case (1)
WO-01338041 (current) Invoiced
Inspection • Arturo Diaz
Created: Jan 15, 2026 • Closed: Apr 3, 2026
Completed with significant delays
Invoiced • 213 days old
🚨
Primary Delay 19.5 days stuck in "Ready to Bill"
⏱️
Total Delay 40.8 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
3.4d / 1.0d SLA
Assigned
16.6d / 0.5d SLA
On Hold
33.0d
Scheduled
7.0d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.3d / 1.0d SLA
Ready to Bill
19.5d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/26 KKelch scheduled per logged email from John

3/4 KKelch placed on hold due to 3 failed attempts to schedule

3/2 KKelch sent John an email for scheduling

2/25 KKelch called John to schedule for 3/3 between 9 and 11 am. Left VM.

2/23 KKelch called John to schedule for 3/6 between 9 and 11 am. Left VM. 

2/17 SBerry: POC updated, moved to RFS

1/26 KKelch placing on hold due to issue with contacts

1/19 KKelch called John to schedule for 3/6 between 9 and 11 am. Unable to leave VM. 

1/19 KKelch called Patricia to schedule for 3/6 between 9 and 11 am. Advised to call John Mclaughlin at 312-459-4229

🔧 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
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 84 pcs https://www.ebiotrack.com/inspection.php?iid=32487

Timeline

📞
Case Linked Jan 15, 6:00 AM
Case Number: 00559266
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 15, 11:21 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
2.0 business days
👷
2 Technician Assigned Jan 16, 1:58 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1d 2h
⚠️ 6.0 business days
🆕
Status: Entered by Kaitlyn Kelch Jan 26, 10:13 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 9d 20h, 0m
🚨 16.0 business days
📅
Status: Ready for Scheduling by Scott Berry Feb 17, 3:39 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 22d 5h
👷
2 Technician Assigned Feb 18, 9:42 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 18h 2m
🚨 11.0 business days
🆕
Status: Entered by Kaitlyn Kelch Mar 4, 10:50 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 14d 1h, 0m
🚨 17.0 business days
👷
3 Technician Assigned Mar 26, 8:51 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: On Hold, Assigned
To: Assigned, Scheduled
Duration in Previous: 21d 21h, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-04-03T14:00:00.000+0000
4.0 business days
📅
Dispatch Scheduled by Charles Ramen Mar 31, 9:00 PM
Scheduled For: 2026-04-03T14:30:00.000+0000
3.4 business days
⏱️
5x Labor Added Apr 3, 10:52 AM
Type: Labor, Travel
Status: Open
Qty: 0.5, 4, 1, 10, 35
🔧
Status: Tech On Site by Arturo Diaz Apr 3, 11:22 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 2h
🚗
2 Status: Tech Off Site Apr 3, 5:33 PM
Status: Tech Off Site → Status: Closed
🏁
Status: Closed by Arturo Diaz
From: Completed
To: Closed
Duration in Previous: 0m
1.8 business days
📄
Status: Ready to Bill by Diane Patton Apr 6, 3:45 PM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 22h
🚨 20.0 business days
📨
Status: Invoice Pending by Diane Patton May 1, 5:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 25d 1h
🧾
2 Invoice Created May 1, 5:33 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 23m

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 7.6 business hours
Assigned
Duration: 5.6 business days (threshold: 4.0 business hours)
Exceeded by 5.1 business days
Ready for Scheduling
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.3 business hours
Assigned
Duration: 11.0 business days (threshold: 4.0 business hours)
Exceeded by 10.5 business days
Scheduled
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.4 business hours
Ready to Bill
Duration: 19.5 business days (threshold: 1.0 business days)
Exceeded by 18.5 business days

🔗 Related Artifacts

📞
Case 00559266
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Arturo Diaz
Scheduled
Apr 3, 10:30 AM
Created
Jan 15, 11:21 AM
Invoice #
SM-260858

Work Details (5)

Name Type Status Qty Amount Date
WL-03172283 Labor Open 0.5 $0.00 Apr 3, 10:52 AM
WL-03172284 Labor Open 4 $2,484.60 Apr 3, 10:52 AM
WL-03172285 Labor Open 1 $0.00 Apr 3, 10:52 AM
WL-03172286 Travel Open 10 - Apr 3, 10:52 AM
WL-03172287 Travel Open 35 - Apr 3, 10:52 AM

Details