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WO-01338875 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Streamwood — 1090 S. Barrington Rd., Streamwood IL, 60107

Jan 21, 2026 → Apr 8, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (46 biz days late)
Active: 54 biz days
🕐 Clock stopped: Tech Off Site (Apr 8, 2026)
▶ Clock Running
Status: Created
Jan 21 → Jan 21, 2026
0 business days (counted)
Running total: 0 of ? biz days used
17d
▶ Clock Running
Status: Ready for Scheduling
Jan 21 → Feb 16, 2026
17 business days (counted)
Running total: 17 of ? biz days used
13d
▶ Clock Running
Status: Assigned
Feb 16 → Mar 5, 2026
13 business days (counted)
Running total: 30 of ? biz days used
▶ Clock Running
Status: Entered
Mar 5 → Mar 5, 2026
0 business days (counted)
Running total: 30 of ? biz days used
14d
▶ Clock Running
Status: On Hold
Mar 5 → Mar 25, 2026
14 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Mar 25 → Mar 25, 2026
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 25 → Mar 27, 2026
2 business days (counted)
Running total: 46 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Mar 27 → Apr 8, 2026
8 business days (counted)
Running total: 54 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 8 → Apr 8, 2026
0 business days (counted)
Running total: 54 of ? biz days used
Created: Jan 21, 2026 Tech Off Site: Apr 8, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Jan 21 → Jan 21 Created ▶ Running 0 0
Jan 21 → Feb 16 Ready for Scheduling ▶ Running 17 17
Feb 16 → Mar 5 Assigned ▶ Running 13 30
Mar 5 → Mar 5 Entered ▶ Running 0 30
Mar 5 → Mar 25 On Hold ▶ Running 14 44
Mar 25 → Mar 25 Ready for Scheduling ▶ Running 0 44
Mar 25 → Mar 27 Assigned ▶ Running 2 46
Mar 27 → Apr 8 Scheduled ▶ Running 8 54
Apr 8 → Apr 8 Tech On Site ▶ Running 0 54
Dispatch 0.0d
Holding 15.0d (excluded)
Coordinators 42.3d
Field Work 1.1d
Billing 17.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
15.0 days
Coordinators
42.3 days
Over SLA
Field Work
1.1 days
Billing
17.0 days
Over SLA
Created: Jan 21, 2026 Due: Apr 30, 2026 Completed: Apr 8, 2026 (22 days early)
📅
55.0 days Total Age
⏱️
18.0d in Ready for Scheduling Longest Stage
🔄
13 transitions Status Changes
⚠️
54.0d 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 #00560752
eBiotrack - Automated New Inspection Created
Closed
Inspection Flag: This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR. Inspection: Annual Equipment Electrical Safety Test And Calibration Service 105 pieces https://www.ebiotrack.com/inspection.php?iid=32582
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jyotika Patel
Owner
Leona Coonrod
Created
Jan 21, 2026
Work Orders from this Case (1)
WO-01338875 (current) Invoiced
Inspection • Ben McClerklin
Created: Jan 21, 2026 • Closed: Apr 8, 2026
Completed with significant delays
Invoiced • 207 days old
🚨
Primary Delay 18.0 days stuck in "Ready for Scheduling"
⏱️
Total Delay 54.0 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
18.6d / 1.0d SLA
Assigned
15.2d / 0.5d SLA
On Hold
15.0d
Scheduled
8.5d / 2.0d SLA
Tech On Site
0.9d / 1.0d SLA
Tech Off Site
0.2d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.3d / 1.0d SLA
Ready to Bill
17.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/7/2026 CRamen spoke with Kasia and re-scheduled a day sooner for Wednesday 4/8/2026 with tech arrival between 8-10am. Tech had a cancelation 


3/27/2026 CRamen Logged email confirming Thursday 4/9/2026 with an arrival window between 8-10am.


3/25/2026 CRamen Logged email requesting Thursday 4/9/2026 with an arrival window between 8-10am. Placeholder set


3/5/2026 CRamen Per JKuehl: POC no longer there. Need new POC Please


2/16/2026 CRamen Per LYoder to assign to JKuehl to schedule with Ben for HCP Training and OJT

🔧 Work Performed
Annual inspection completed for all devices.
🔍 Technician Findings
Arrived on site to complete annual inspection.
⚠️ Problem Description
Inspection Flag: This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR. Inspection: Annual Equipment Electrical Safety Test And Calibration Service 105 pieces https://www.ebiotrack.com/inspection.php?iid=32582

Timeline

📞
Case Linked Jan 21, 6:00 AM
Case Number: 00560752
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 21, 8:41 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 18.0 business days
👷
2 Technician Assigned Feb 16, 3:26 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 26d 6h
🚨 13.0 business days
🆕
Status: Entered by Charles Ramen Mar 5, 10:33 AM
From: Assigned, Entered
To: Entered, On Hold
Duration in Previous: 16d 19h, 0m
🚨 15.0 business days
📅
Status: Ready for Scheduling by Scott Berry Mar 25, 1:30 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 20d 1h
👷
2 Technician Assigned Mar 25, 6:06 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4h 35m
2.7 business days
📅
2 Dispatch Scheduled Mar 27, 4:04 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Charles Ramen
From: Assigned
To: Scheduled
Duration in Previous: 1d 21h
⚠️ 8.0 business days
📅
Dispatch Scheduled by Charles Ramen Apr 7, 10:46 AM
Scheduled For: 2026-04-08T13:00:00.000+0000
🔧
Status: Tech On Site by Ben McClerklin Apr 8, 9:22 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 11d 17h
🚗
Status: Tech Off Site by Ben McClerklin Apr 8, 4:12 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 6h 49m
⏱️
3 5x Labor Added Apr 8, 5:49 PM
5x Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Ben McClerklin
From: Tech Off Site
To: Completed
Duration in Previous: 1h 37m
🏁
Status: Closed by Ben McClerklin
From: Completed
To: Closed
Duration in Previous: 1m
📄
Status: Ready to Bill by Diane Patton Apr 9, 11:24 AM
From: Closed
To: Ready to Bill
Duration in Previous: 17h 33m
🚨 17.0 business days
📨
Status: Invoice Pending by Diane Patton May 1, 5:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 22d 5h
🧾
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: 18.0 business days (threshold: 1.0 business days)
Exceeded by 17.0 business days
Assigned
Duration: 13.0 business days (threshold: 4.0 business hours)
Exceeded by 12.5 business days
Assigned
Duration: 2.2 business days (threshold: 4.0 business hours)
Exceeded by 1.7 business days
Scheduled
Duration: 8.5 business days (threshold: 2.0 business days)
Exceeded by 6.5 business days
Closed
Duration: 1.3 business days (threshold: 1.0 business days)
Exceeded by 2.1 business hours
Ready to Bill
Duration: 17.0 business days (threshold: 1.0 business days)
Exceeded by 16.0 business days

🔗 Related Artifacts

📞
Case 00560752
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Ben McClerklin
Scheduled
Apr 8, 9:00 AM
Created
Jan 21, 8:41 AM
Invoice #
SM-260858

Work Details (5)

Name Type Status Qty Amount Date
WL-03178474 Labor Open 1.1666666666667 $0.00 Apr 8, 5:49 PM
WL-03178475 Labor Open 6.9166666666667 $2,936.80 Apr 8, 5:49 PM
WL-03178476 Labor Open 1.25 $0.00 Apr 8, 5:49 PM
WL-03178477 Travel Open 30 - Apr 8, 5:49 PM
WL-03178478 Travel Open 30 - Apr 8, 5:49 PM

Details