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← WO Overview

WO-01349269 ↗ ServiceMax

Oak Street Health • Virtual Tech - Field Repair • P3

📍 Oak Street Health - Lancaster — 790 New Holland Ave, Suite B, Lancaster PA, 17602

Feb 3, 2026 → Feb 9, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Feb 6, 2026
✗ SLA Missed (1 biz days late)
Active: 4 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 9, 2026)
SLA Target
▶ Clock Running
Status: Created
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
1d
▶ Clock Running
Status: Ready for Scheduling
Feb 3 → Feb 4, 2026
1 business day (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 4 → Feb 4, 2026
0 business days (counted)
Running total: 1 of 3 biz days used
3d
▶ Clock Running
Status: Scheduled
Feb 4 → Feb 9, 2026
3 business days (counted)
Running total: 4 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Feb 9 → Feb 9, 2026
0 business days (counted)
Running total: 4 of 3 biz days used
Created: Feb 3, 2026 Completed: Feb 9, 2026
Business Days Used 4 / 3
0 3d budget +1d over
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 3 → Feb 3 Created ▶ Running 0 0 / 3
Feb 3 → Feb 4 Ready for Scheduling ▶ Running 1 1 / 3
Feb 4 → Feb 4 Assigned ▶ Running 0 1 / 3
Feb 4 → Feb 9 Scheduled ▶ Running 3 4 / 3
Feb 9 → Feb 9 Tech On Site ▶ Running 0 4 / 3
Dispatch 0.0d
Coordinators 6.2d
Field Work 0.3d
Billing 11.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
6.2 days
Over SLA
Field Work
0.3 days
Billing
11.6 days
Over SLA
Created: Feb 3, 2026 Due: Feb 6, 2026 Completed: Feb 9, 2026 (2 days late)
📅
5.0 days Total Age
⏱️
11.6d in Ready to Bill Longest Stage
🔄
9 transitions Status Changes
⚠️
14.9d 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 #00564727
Oak Street Health - 48 Hour - 143248: New Work Order Assigned
Closed
Work Order #143248 We just received a new BP machine needs to be setup
Priority
Standard
Origin
Email
Reason
New Case
Contact
Andrea Ramirez
Owner
Virtual Tech
Created
Feb 3, 2026
Work Orders from this Case (1)
WO-01349269 (current) Invoiced
Virtual Tech - Field Repair • Philip Krogstad
Created: Feb 3, 2026 • Closed: Feb 9, 2026
Completed with significant delays
Invoiced • 191 days old
🚨
Primary Delay 11.6 days stuck in "Ready to Bill"
⏱️
Total Delay 14.9 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
2.0d / 1.0d SLA
Assigned
0.2d / 0.5d SLA
Scheduled
4.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Completed
0.2d / 1.0d SLA
Closed
2.2d / 1.0d SLA
Ready to Bill
11.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/4 MOwens Andrea called back and said the Mon 2/9 from 4-5pm works for the visit. I told her this is the first available opening for the tech based on his schedule.

2/4 MOwens Called to speak to Andrea Ramirez. Left a vm for her to call back to schedule the service visit.

🔧 Work Performed
Unboxed both BP machine and stand. assembled BP machine. Assembled stand. Set up BP machine with date and time. Entered BP machine into ebiotrack and tested equipment multiple times.
🔍 Technician Findings
Check in with manager. BP machine and stand needs to be assembled and inspected.
⚠️ Problem Description
Work Order #143248 We just received a new BP machine needs to be setup https://www.ebiotrack.com/workorder.php?wo=71345

Timeline

📞
Case Linked Feb 3, 10:36 AM
Case Number: 00564727
Subject: Oak Street Health - 48 Hour - 143248: New Work Order Assigned
Status: Closed
📋
2 Work Order Created Feb 3, 10:50 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Wendy Argueta
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Feb 4, 8:51 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 22h 1m
🗓️
2 Status: Scheduled Feb 4, 10:43 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-02-09T21:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Philip Krogstad Feb 9, 2:46 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 4h
⏱️
2 3x Labor Added Feb 9, 3:40 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Philip Krogstad
From: Tech On Site
To: Completed
Duration in Previous: 55m
⏱️
2x Labor Added Feb 9, 5:02 PM
Type: Labor, Travel
Status: Open
Qty: 1.25, 40
🏁
Status: Closed by Philip Krogstad Feb 9, 5:08 PM
From: Completed
To: Closed
Duration in Previous: 1h 27m
2.9 business days
📄
Status: Ready to Bill by Diane Patton Feb 11, 1:50 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 20h
🚨 12.0 business days
📨
Status: Invoice Pending by Diane Patton Feb 28, 1:13 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 16d 23h
🧾
2 Invoice Created Feb 28, 1:18 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 5m

Bottlenecks

Ready for Scheduling
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days
Ready to Bill
Duration: 11.6 business days (threshold: 1.0 business days)
Exceeded by 10.6 business days

🔗 Related Artifacts

📞
Case 00564727
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Philip Krogstad
Scheduled
Feb 9, 4:00 PM
Created
Feb 3, 10:50 AM
Invoice #
SM-255246

Work Details (5)

Name Type Status Qty Amount Date
WL-03097979 Labor Open 0.75 $91.93 Feb 9, 3:40 PM
WL-03097980 Labor Open 1 $122.57 Feb 9, 3:40 PM
WL-03097981 Travel Open 20 - Feb 9, 3:40 PM
WL-03098098 Labor Open 1.25 $0.00 Feb 9, 5:02 PM
WL-03098099 Travel Open 40 - Feb 9, 5:02 PM

Details