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WO-01338520 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Reading Station — 951 N 6th Street, Suite 221, Reading PA, 19601

Jan 20, 2026 → Mar 30, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (39 biz days late)
Active: 48 biz days
🕐 Clock stopped: Completed (Mar 30, 2026)
▶ Clock Running
Status: Created
Jan 20 → Jan 20, 2026
0 business days (counted)
Running total: 0 of ? biz days used
20d
▶ Clock Running
Status: Ready for Scheduling
Jan 20 → Feb 18, 2026
20 business days (counted)
Running total: 20 of ? biz days used
18d
▶ Clock Running
Status: Assigned
Feb 18 → Mar 16, 2026
18 business days (counted)
Running total: 38 of ? biz days used
10d
▶ Clock Running
Status: Scheduled
Mar 16 → Mar 30, 2026
10 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 30 → Mar 30, 2026
0 business days (counted)
Running total: 48 of ? biz days used
Created: Jan 20, 2026 Completed: Mar 30, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 20 → Jan 20 Created ▶ Running 0 0
Jan 20 → Feb 18 Ready for Scheduling ▶ Running 20 20
Feb 18 → Mar 16 Assigned ▶ Running 18 38
Mar 16 → Mar 30 Scheduled ▶ Running 10 48
Mar 30 → Mar 30 Tech On Site ▶ Running 0 48
Dispatch 0.0d
Coordinators 50.5d
Field Work 1.3d
Billing 2.1d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
50.5 days
Over SLA
Field Work
1.3 days
Billing
2.1 days
Over SLA
Created: Jan 20, 2026 Due: Mar 31, 2026 Completed: Mar 30, 2026 (1 days early)
📅
49.0 days Total Age
⏱️
21.0d in Ready for Scheduling Longest Stage
🔄
9 transitions Status Changes
⚠️
48.1d 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 #00560328
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 96 pieces https://www.ebiotrack.com/inspection.php?iid=32552
Priority
Standard
Origin
Email
Reason
New Case
Contact
SANJAY GREEN
Owner
Sherry Reich
Created
Jan 20, 2026
Work Orders from this Case (1)
WO-01338520 (current) Invoiced
Inspection • Philip Krogstad
Created: Jan 20, 2026 • Closed: Mar 30, 2026
Completed with significant delays
Invoiced • 208 days old
🚨
Primary Delay 21.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 48.1 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
21.0d / 1.0d SLA
Assigned
19.0d / 0.5d SLA
Scheduled
10.5d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
Completed
0.5d / 1.0d SLA
Closed
1.1d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/16 MOwens Sasha replied back that any day works to schedule. Replied back to confirm scheduling for 3/30 with arrival around 8am.

3/16 MOwens Sent an email to Sasha Green asking for good dates to schedule the inspection visit.

3/5 MOwens Called to speak to Sasha Green. Left a vm to call back to schedule the inspection visit during March.

🔧 Work Performed
Performed annual equipment inspection (104 pcs). Worked with staff to find all equipment.
🔍 Technician Findings
Perform annual equipment inspection.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 96 pieces https://www.ebiotrack.com/inspection.php?iid=32552

Timeline

📞
Case Linked Jan 20, 6:00 AM
Case Number: 00560328
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Jan 20, 8:13 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 18, 9:18 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 29d 1h
🚨 19.0 business days
🗓️
▶
2 Status: Scheduled Mar 16, 4:18 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-03-30T12:00:00.000+0000
🚨 11.0 business days
🔧
Status: Tech On Site by Philip Krogstad Mar 30, 8:18 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 13d 15h
⏱️
▶
2 3x Labor Added Mar 30, 2:44 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Philip Krogstad
From: Tech On Site
To: Completed
Duration in Previous: 6h 27m
🏁
Status: Closed by Philip Krogstad Mar 30, 7:02 PM
From: Completed
To: Closed
Duration in Previous: 4h 16m
📄
Status: Ready to Bill by Diane Patton Mar 31, 10:19 AM
From: Closed
To: Ready to Bill
Duration in Previous: 15h 17m
⏳ 2.0 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:30 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1d 7h
💰
Status: Invoiced by Diane Patton Apr 1, 6:10 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 39m
⏳ 2.7 business days
🧾
Invoice Created Apr 5, 9:58 PM
Invoice Number: SM-258111

Bottlenecks

Ready for Scheduling
Duration: 21.0 business days (threshold: 1.0 business days)
Exceeded by 20.0 business days
Assigned
Duration: 19.0 business days (threshold: 4.0 business hours)
Exceeded by 18.5 business days
Scheduled
Duration: 10.5 business days (threshold: 2.0 business days)
Exceeded by 8.5 business days
Closed
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 1.0 business hours
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00560328
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Philip Krogstad
Scheduled
Mar 30, 8:00 AM
Created
Jan 20, 8:13 AM
Invoice #
SM-258111

Work Details (3)

Name Type Status Qty Amount Date
WL-03165581 Labor Open 0.5 $0.00 Mar 30, 2:44 PM
WL-03165582 Labor Open 6.5 $2,651.40 Mar 30, 2:44 PM
WL-03165583 Travel Open 9 - Mar 30, 2:44 PM

Details