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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01351780 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Moreland — 1263 Moreland Avenue SE, Atlanta GA, 30316

Feb 16, 2026 → Mar 6, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (4 biz days late)
Active: 14 biz days
🕐 Clock stopped: Completed (Mar 6, 2026)
▶ Clock Running
Status: Created
Feb 16 → Feb 16, 2026
0 business days (counted)
Running total: 0 of ? biz days used
13d
▶ Clock Running
Status: Ready for Scheduling
Feb 16 → Mar 5, 2026
13 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 5 → Mar 5, 2026
0 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 5 → Mar 6, 2026
1 business day (counted)
Running total: 14 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 6 → Mar 6, 2026
0 business days (counted)
Running total: 14 of ? biz days used
Created: Feb 16, 2026 Completed: Mar 6, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Feb 16 → Feb 16 Created ▶ Running 0 0
Feb 16 → Mar 5 Ready for Scheduling ▶ Running 13 13
Mar 5 → Mar 5 Assigned ▶ Running 0 13
Mar 5 → Mar 6 Scheduled ▶ Running 1 14
Mar 6 → Mar 6 Tech On Site ▶ Running 0 14
Coordinators 14.7d
Field Work 0.8d
Billing 17.8d
✗ SLA Missed
Coordinators
14.7 days
Over SLA
Field Work
0.8 days
Billing
17.8 days
Over SLA
Created: Feb 16, 2026 Due: Apr 30, 2026 Completed: Mar 6, 2026 (55 days early)
📅
14.0 days Total Age
⏱️
17.7d in Ready to Bill Longest Stage
🔄
8 transitions Status Changes
⚠️
28.9d 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 #00568541
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 106 https://www.ebiotrack.com/inspection.php?iid=33080
Priority
Standard
Origin
Email
Reason
New Case
Contact
Elnora White
Owner
Shelby Robinson
Created
Feb 16, 2026
Work Orders from this Case (1)
WO-01351780 (current) Invoiced
Inspection • Dylan Ingraham
Created: Feb 16, 2026 • Closed: Mar 6, 2026
Completed with significant delays
Invoiced • 179 days old
🚨
Primary Delay 17.7 days stuck in "Ready to Bill"
⏱️
Total Delay 28.9 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
13.0d / 1.0d SLA
Assigned
0.0d / 0.5d SLA
Scheduled
1.7d / 2.0d SLA
Tech On Site
0.8d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Ready to Bill
17.7d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/5/26 AJinerson - Received email back from POC Nora confirming tech visit for Friday, 3/6 with eta between 9am-11am.


3/5/26 AJinerson - Sent scheduling email to Elnora offering tech visit 3/6.


3/5/26 AJinerson - Called site to schedule tech visit and left VM for Elnora regarding scheduling tech visit. 

🔧 Work Performed
3/6 DI: ARRIVED TO SITE AND CHECKED IN WITH CUSTOMER. COMPLETED ANNUAL INSPECTION SERVICE OF 102 DEVICES (100 PASS / 2 FAIL). VERIFIED THAT ALL EQUIPMENT HAD BEEN LOCATED & INSPECTED. ARCHIVED OLD / MISSING DEVICES. ADVISED CUSTOMER OF EQUIPMENT STATUS AND RETURNED ALL PASSING DEVICES TO SERVICE.
🔍 Technician Findings
3/6 DI: ANNUAL INSPECTION SERVICE
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 106 https://www.ebiotrack.com/inspection.php?iid=33080

Timeline

📞
Case Linked Feb 16, 6:00 AM
Case Number: 00568541
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Feb 16, 9:56 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
🚨 13.0 business days
👷
2 Technician Assigned Mar 5, 1:24 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Abby Jinerson
From: Ready for Scheduling
To: Assigned
Duration in Previous: 17d 3h
🗓️
2 Status: Scheduled Mar 5, 1:29 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-03-06T14:00:00.000+0000
🔧
Status: Tech On Site by Dylan Ingraham Mar 6, 11:06 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 21h 36m
⏱️
2 5x Labor Added Mar 6, 5:16 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Dylan Ingraham
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 6h 10m
1.8 business days
📄
Status: Ready to Bill by Diane Patton Mar 9, 2:24 PM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 20h
🚨 18.0 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:31 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 23d 3h
🧾
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: 13.0 business days (threshold: 1.0 business days)
Exceeded by 12.0 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.7 business hours
Ready to Bill
Duration: 17.7 business days (threshold: 1.0 business days)
Exceeded by 16.7 business days

🔗 Related Artifacts

📞
Case 00568541
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Dylan Ingraham
Scheduled
Mar 6, 9:00 AM
Created
Feb 16, 9:56 AM
Invoice #
SM-258111

Work Details (5)

Name Type Status Qty Amount Date
WL-03134309 Labor Open 1.25 $0.00 Mar 6, 5:16 PM
WL-03134310 Labor Open 4.5 $2,603.60 Mar 6, 5:16 PM
WL-03134311 Labor Open 1.25 $0.00 Mar 6, 5:16 PM
WL-03134312 Travel Open 33 - Mar 6, 5:16 PM
WL-03134313 Travel Open 33 - Mar 6, 5:16 PM

Details