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WO-01338248 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Gate City — 3808 West Gate City Blvd, A1, Greensboro NC, 27407

Jan 16, 2026 → Mar 17, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (30 biz days late)
Active: 40 biz days
🕐 Clock stopped: Completed (Mar 17, 2026)
▶ Clock Running
Status: Created
Jan 16 → Jan 16, 2026
0 business days (counted)
Running total: 0 of ? biz days used
20d
▶ Clock Running
Status: Ready for Scheduling
Jan 16 → Feb 17, 2026
20 business days (counted)
Running total: 20 of ? biz days used
12d
▶ Clock Running
Status: Assigned
Feb 17 → Mar 5, 2026
12 business days (counted)
Running total: 32 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Mar 5 → Mar 17, 2026
8 business days (counted)
Running total: 40 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 17 → Mar 17, 2026
0 business days (counted)
Running total: 40 of ? biz days used
Created: Jan 16, 2026 Completed: Mar 17, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 16 → Jan 16 Created ▶ Running 0 0
Jan 16 → Feb 17 Ready for Scheduling ▶ Running 20 20
Feb 17 → Mar 5 Assigned ▶ Running 12 32
Mar 5 → Mar 17 Scheduled ▶ Running 8 40
Mar 17 → Mar 17 Tech On Site ▶ Running 0 40
Dispatch 0.0d
Coordinators 42.1d
Field Work 0.8d
Billing 10.5d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
42.1 days
Over SLA
Field Work
0.8 days
Billing
10.5 days
Over SLA
Created: Jan 16, 2026 Due: Mar 31, 2026 Completed: Mar 17, 2026 (14 days early)
📅
40.9 days Total Age
⏱️
20.9d in Ready for Scheduling Longest Stage
🔄
9 transitions Status Changes
⚠️
48.7d 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 #00559662
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 114 pieces https://www.ebiotrack.com/inspection.php?iid=32507
Priority
Standard
Origin
Email
Reason
New Case
Contact
Corinne Lawshea
Owner
Sherry Reich
Created
Jan 16, 2026
Work Orders from this Case (1)
WO-01338248 (current) Invoiced
Inspection • Christopher Morning
Created: Jan 16, 2026 • Closed: Mar 17, 2026
Completed with significant delays
Invoiced • 212 days old
🚨
Primary Delay 20.9 days stuck in "Ready for Scheduling"
⏱️
Total Delay 48.7 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
20.9d / 1.0d SLA
Assigned
12.6d / 0.5d SLA
Scheduled
8.6d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Completed
0.3d / 1.0d SLA
Closed
1.7d / 1.0d SLA
Ready to Bill
10.4d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/6 MOwens Sent a FU email to Corrine to change the schedule date to 3/17 instead of 3/9.

3/5 MOwens Sent email to Corrine Lawshea asking about scheduling the visit for 3/9 if that date works for her. Corrine replied back that next Mon. 3/9 works for the inspection visit.

🔧 Work Performed
3-17-26 CTM - Performed Annual Inspection on all medical equipment located. Total of 114 pieces of equipment inspected . TESTED ALL PASS . Notified POC Corrine Lawshea of findings and completion.
🔍 Technician Findings
3-17-26 CTM - Perform Annual Inspection on all medical equipment located. Notify POC Corrine Lawshea of findings and completion.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 114 pieces https://www.ebiotrack.com/inspection.php?iid=32507

Timeline

📞
Case Linked Jan 16, 6:00 AM
Case Number: 00559662
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 16, 11:29 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
🚨 21.0 business days
👷
2 Technician Assigned Feb 17, 2:27 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 32d 2h
🚨 13.0 business days
🗓️
2 Status: Scheduled Mar 5, 2:23 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-03-09T12:00:00.000+0000
📅
Dispatch Scheduled by Melissa Owens Mar 6, 1:47 PM
Scheduled For: 2026-03-17T12:00:00.000+0000
⚠️ 7.9 business days
⏱️
2 2x Labor Added Mar 17, 8:26 AM
2x Labor Added → Status: Tech On Site
🔧
Status: Tech On Site by Christopher Morning
From: Scheduled
To: Tech On Site
Duration in Previous: 11d 17h
⏱️
2 Labor Added Mar 17, 12:25 PM
Labor Added → Status: Completed
✔️
Status: Completed by Christopher Morning
From: Tech On Site
To: Completed
Duration in Previous: 3h 59m
⏱️
2 2x Labor Added Mar 17, 2:33 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 2h 7m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Mar 18, 4:38 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 2h
🚨 10.9 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:30 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 14d 0h
🧾
2 Invoice Created Apr 1, 6:10 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 39m

Bottlenecks

Ready for Scheduling
Duration: 20.9 business days (threshold: 1.0 business days)
Exceeded by 19.9 business days
Assigned
Duration: 12.6 business days (threshold: 4.0 business hours)
Exceeded by 12.1 business days
Scheduled
Duration: 8.6 business days (threshold: 2.0 business days)
Exceeded by 6.6 business days
Closed
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.4 business hours
Ready to Bill
Duration: 10.4 business days (threshold: 1.0 business days)
Exceeded by 9.4 business days

🔗 Related Artifacts

📞
Case 00559662
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Mar 17, 8:00 AM
Created
Jan 16, 11:29 AM
Invoice #
SM-258111

Work Details (5)

Name Type Status Qty Amount Date
WL-03146882 Labor Open 2 $0.00 Mar 17, 8:26 AM
WL-03146883 Travel Open 94 - Mar 17, 8:26 AM
WL-03147231 Labor Open 4 $2,899.20 Mar 17, 12:25 PM
WL-03147505 Labor Open 2 $0.00 Mar 17, 2:33 PM
WL-03147506 Travel Open 94 - Mar 17, 2:33 PM

Details