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WO-01340638 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Chinatown — 2335 S. Wentworth Ave., Ste B, Chicago IL, 60616

Jan 29, 2026 → Mar 23, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (34 biz days late)
Active: 36 biz days
🕐 Clock stopped: Tech Off Site (Mar 23, 2026)
▶ Clock Running
Status: Created
Jan 29 → Jan 29, 2026
0 business days (counted)
Running total: 0 of ? biz days used
11d
▶ Clock Running
Status: Ready for Scheduling
Jan 29 → Feb 16, 2026
11 business days (counted)
Running total: 11 of ? biz days used
13d
▶ Clock Running
Status: Assigned
Feb 16 → Mar 5, 2026
13 business days (counted)
Running total: 24 of ? biz days used
10d
▶ Clock Running
Status: Scheduled
Mar 5 → Mar 19, 2026
10 business days (counted)
Running total: 34 of ? biz days used
▶ Clock Running
Status: Entered
Mar 19 → Mar 19, 2026
0 business days (counted)
Running total: 34 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Mar 19 → Mar 20, 2026
1 business day (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 20 → Mar 20, 2026
0 business days (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 20 → Mar 23, 2026
1 business day (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 23 → Mar 23, 2026
0 business days (counted)
Running total: 36 of ? biz days used
Created: Jan 29, 2026 Tech Off Site: Mar 23, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Jan 29 → Jan 29 Created ▶ Running 0 0
Jan 29 → Feb 16 Ready for Scheduling ▶ Running 11 11
Feb 16 → Mar 5 Assigned ▶ Running 13 24
Mar 5 → Mar 19 Scheduled ▶ Running 10 34
Mar 19 → Mar 19 Entered ▶ Running 0 34
Mar 19 → Mar 20 Ready for Scheduling ▶ Running 1 35
Mar 20 → Mar 20 Assigned ▶ Running 0 35
Mar 20 → Mar 23 Scheduled ▶ Running 1 36
Mar 23 → Mar 23 Tech On Site ▶ Running 0 36
Dispatch 0.1d
Coordinators 38.8d
Field Work 0.7d
Billing 7.0d
✗ SLA Missed
Dispatch
0.1 days
Coordinators
38.8 days
Over SLA
Field Work
0.7 days
Billing
7.0 days
Over SLA
Created: Jan 29, 2026 Due: Mar 31, 2026 Completed: Mar 23, 2026 (8 days early)
📅
37.0 days Total Age
⏱️
13.0d in Assigned Longest Stage
🔄
12 transitions Status Changes
⚠️
38.9d over Total Delay
📦
0 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 #00563205
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 67 pcs https://www.ebiotrack.com/inspection.php?iid=32752
Priority
Standard
Origin
Email
Reason
New Case
Contact
Ethan Tat
Owner
Jessica Sells
Created
Jan 29, 2026
Work Orders from this Case (1)
WO-01340638 (current) Invoiced
Inspection • Ben McClerklin
Created: Jan 29, 2026 • Closed: Mar 23, 2026
Completed with significant delays
Invoiced • 199 days old
🚨
Primary Delay 13.0 days stuck in "Assigned"
⏱️
Total Delay 38.9 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.1d / 0.5d SLA
Ready for Scheduling
13.2d / 1.0d SLA
Assigned
13.0d / 0.5d SLA
Scheduled
12.6d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.1d / 1.0d SLA
Closed
1.5d / 1.0d SLA
Ready to Bill
6.9d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/19/2026 CRamen per LYoder re-assign to Ben for Monday 3/23/2026


3-5-26 JK Left message with contact to schedule visit.


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

🔧 Work Performed
Completed annual inspection of all equipment.
🔍 Technician Findings
All units operational upon arrival.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 67 pcs https://www.ebiotrack.com/inspection.php?iid=32752

Timeline

📞
Case Linked Jan 29, 6:00 AM
Case Number: 00563205
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Jan 29, 10:19 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
🚨 12.0 business days
👷
▶
2 Technician Assigned Feb 16, 3:23 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 18d 5h
🚨 13.0 business days
📅
▶
2 Dispatch Scheduled Mar 5, 12:50 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Jonathan Kuehl
From: Assigned
To: Scheduled
Duration in Previous: 16d 21h
⚠️ 7.6 business days
📅
Dispatch Scheduled by Jonathan Kuehl Mar 16, 5:43 AM
Scheduled For: 2026-03-23T12:30:00.000+0000
⏳ 4.0 business days
🆕
Status: Entered by Charles Ramen Mar 19, 5:14 PM
From: Scheduled
To: Entered
Duration in Previous: 14d 3h
📅
Status: Ready for Scheduling by Jessica Sells Mar 19, 6:17 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 1h 3m
👷
▶
3 Technician Assigned Mar 20, 1:24 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 19h 6m, 0m
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2026-03-23T13:00:00.000+0000
📅
Dispatch Scheduled by Charles Ramen Mar 20, 1:33 PM
Scheduled For: 2026-03-23T14:00:00.000+0000
⏳ 2.0 business days
🔧
Status: Tech On Site by Ben McClerklin Mar 23, 10:06 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 20h
🚗
Status: Tech Off Site by Ben McClerklin Mar 23, 2:53 PM
From: Tech On Site, Tech Off Site
To: Tech Off Site, Completed
Duration in Previous: 4h 46m, 0m
⏱️
▶
2 6x Labor Added Mar 23, 3:49 PM
6x Labor Added → Status: Closed
🏁
Status: Closed by Ben McClerklin
From: Completed
To: Closed
Duration in Previous: 56m
📄
Status: Ready to Bill by Diane Patton Mar 24, 12:54 PM
From: Closed
To: Ready to Bill
Duration in Previous: 21h 4m
⚠️ 7.0 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:31 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 8d 4h
🧾
▶
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: 12.0 business days (threshold: 1.0 business days)
Exceeded by 11.0 business days
Assigned
Duration: 13.0 business days (threshold: 4.0 business hours)
Exceeded by 12.5 business days
Scheduled
Duration: 10.8 business days (threshold: 2.0 business days)
Exceeded by 8.8 business days
Ready for Scheduling
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.7 business hours
Closed
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.2 business hours
Ready to Bill
Duration: 6.9 business days (threshold: 1.0 business days)
Exceeded by 5.9 business days

🔗 Related Artifacts

📞
Case 00563205
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Ben McClerklin
Scheduled
Mar 23, 10:00 AM
Created
Jan 29, 10:19 AM
Invoice #
SM-258111

Work Details (6)

Name Type Status Qty Amount Date
WL-03155682 Labor Open 0.6 $0.00 Mar 23, 3:49 PM
WL-03155683 Labor Open 4.9 $2,080.00 Mar 23, 3:49 PM
WL-03155684 Labor Open 0.5 $0.00 Mar 23, 3:49 PM
WL-03155685 Travel Open 14 - Mar 23, 3:49 PM
WL-03155686 Travel Open 5 - Mar 23, 3:49 PM
WL-03155687 Expenses Open 1 $0.00 Mar 23, 3:49 PM

Details