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WO-01351774 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Simpson — 1024 Westchester, Bronx NY, 10459

Feb 16, 2026 → Apr 7, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (26 biz days late)
Active: 36 biz days
🕐 Clock stopped: Completed (Apr 7, 2026)
▶ Clock Running
Status: Created
Feb 16 → Feb 16, 2026
0 business days (counted)
Running total: 0 of ? biz days used
4d
▶ Clock Running
Status: Ready for Scheduling
Feb 16 → Feb 20, 2026
4 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 20 → Feb 20, 2026
0 business days (counted)
Running total: 4 of ? biz days used
31d
▶ Clock Running
Status: Scheduled
Feb 20 → Apr 6, 2026
31 business days (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 6 → Apr 6, 2026
0 business days (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Apr 6 → Apr 7, 2026
1 business day (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Scheduled
Apr 7 → Apr 7, 2026
0 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 7 → Apr 7, 2026
0 business days (counted)
Running total: 36 of ? biz days used
Created: Feb 16, 2026 Completed: Apr 7, 2026
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Feb 16 → Feb 16 Created ▶ Running 0 0
Feb 16 → Feb 20 Ready for Scheduling ▶ Running 4 4
Feb 20 → Feb 20 Assigned ▶ Running 0 4
Feb 20 → Apr 6 Scheduled ▶ Running 31 35
Apr 6 → Apr 6 Tech On Site ▶ Running 0 35
Apr 6 → Apr 7 Tech Off Site ▶ Running 1 36
Apr 7 → Apr 7 Scheduled ▶ Running 0 36
Apr 7 → Apr 7 Tech On Site ▶ Running 0 36
Coordinators 35.9d
Field Work 2.4d
Billing 18.0d
✗ SLA Missed
Coordinators
35.9 days
Over SLA
Field Work
2.4 days
Billing
18.0 days
Over SLA
Created: Feb 16, 2026 Due: Apr 30, 2026 Completed: Apr 7, 2026 (23 days early)
📅
36.0 days Total Age
⏱️
31.3d in Scheduled Longest Stage
🔄
12 transitions Status Changes
⚠️
50.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Mohamed Shareed — scheduling delays attributed to technician, not coordinators
Visit 1 Apr 6, 2026
Visit 2 Apr 7, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00568540
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 179 https://www.ebiotrack.com/inspection.php?iid=33079
Priority
Standard
Origin
Email
Reason
New Case
Contact
Carlibi Rojas
Owner
Shelby Robinson
Created
Feb 16, 2026
Work Orders from this Case (1)
WO-01351774 (current) Invoiced
Inspection • Mohamed Shareed
Created: Feb 16, 2026 • Closed: Apr 7, 2026
Completed with significant delays
Invoiced • 179 days old
🚨
Primary Delay 31.3 days stuck in "Scheduled"
⏱️
Total Delay 50.4 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
4.0d / 1.0d SLA
Assigned
0.6d / 0.5d SLA
Scheduled
31.3d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Tech Off Site
1.3d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
18.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2-23 DSR sent KSmith email, customer needs Tech before April. 2/20 KSmith -- Scheduled for 4/6-4/7 with Carlibi. 9-11am

2/20 KSmith -- Site thought they were scheduled for next Tuesday. Advised they are not due until April and we do not show anything scheduled for next week for this location. Awaiting customer response

2/20 KSmith -- Sent email to schedule for 4/6-4/7

🔧 Work Performed
Completed annual inspection. All work documented in ebiotrack 256-16356-33079.
🔍 Technician Findings
Completed annual inspection. All work documented in ebiotrack 256-16356-33079.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 179 https://www.ebiotrack.com/inspection.php?iid=33079

Timeline

📞
Case Linked Feb 16, 6:00 AM
Case Number: 00568540
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Feb 16, 9:52 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
4.0 business days
👷
2 Technician Assigned Feb 20, 12:08 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 4d 2h
🗓️
2 Status: Scheduled Feb 20, 4:58 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-04-06T13:00:00.000+0000
🚨 29.9 business days
📅
Dispatch Scheduled by Kourtney Smith Apr 2, 10:17 AM
Scheduled For: 2026-04-06T15:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Apr 6, 10:53 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 44d 16h
🚗
Status: Tech Off Site by Mohamed Shareed Apr 6, 5:30 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 6h 36m
🔩
7x Parts Added Apr 6, 9:06 PM
Type: Parts, Labor, Travel, Expenses
Status: Open
Qty: 1, 5.5, 0.5, 10, 3
🗓️
Status: Scheduled by Kourtney Smith Apr 7, 8:00 AM
From: Tech Off Site
To: Scheduled
Duration in Previous: 14h 30m
🔧
Status: Tech On Site by Mohamed Shareed Apr 7, 8:09 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 8m
⏱️
3x Labor Added Apr 7, 8:32 AM
Type: Labor, Travel
Status: Open
Qty: 0.5, 0.75, 3
✔️
2 Status: Completed Apr 7, 9:49 AM
Status: Completed → Status: Closed
🏁
Status: Closed by Mohamed Shareed
From: Completed
To: Closed
Duration in Previous: 1m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Apr 8, 9:59 AM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 0h
🚨 18.0 business days
📨
Status: Invoice Pending by Diane Patton May 1, 5:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 23d 7h
🧾
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: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Assigned
Duration: 4.8 business hours (threshold: 4.0 business hours)
Exceeded by 0.8 business hours
Scheduled
Duration: 31.3 business days (threshold: 2.0 business days)
Exceeded by 29.3 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 18.0 business days (threshold: 1.0 business days)
Exceeded by 17.0 business days

🔗 Related Artifacts

📞
Case 00568540
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Mohamed Shareed
Scheduled
Apr 6, 11:00 AM
Created
Feb 16, 9:52 AM
Invoice #
SM-260858

Work Details (10)

Name Type Status Qty Amount Date
WL-03175279 Parts Open 1 $51.25 Apr 6, 9:06 PM
WL-03175280 Labor Open 1 $0.00 Apr 6, 9:06 PM
WL-03175281 Labor Open 5.5 $0.00 Apr 6, 9:06 PM
WL-03175282 Labor Open 0.5 $0.00 Apr 6, 9:06 PM
WL-03175283 Travel Open 10 - Apr 6, 9:06 PM
WL-03175284 Travel Open 3 - Apr 6, 9:06 PM
WL-03175285 Expenses Open 1 $0.00 Apr 6, 9:06 PM
WL-03175551 Labor Open 0.5 $0.00 Apr 7, 8:32 AM
WL-03175552 Labor Open 0.75 $2,794.00 Apr 7, 8:32 AM
WL-03175553 Travel Open 3 - Apr 7, 8:32 AM

Details