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WO-01352147 ↗ ServiceMax

Oak Street Health • SWAPOUT • PC

📍 Oak Street Health - Strawberry Mansion, PA — 2301 N 29th Street, Ste 500, Philadelphia PA, 19132

Feb 16, 2026 → Mar 25, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Apr 17, 2026
✓ SLA Met (17 biz days early)
Active: 27 biz days
🕐 Clock stopped: Completed (Mar 25, 2026)
▶ Clock Running
Status: Created
Feb 16 → Feb 16, 2026
0 business days (counted)
Running total: 0 of ? biz days used
⏸ Clock Paused
Status: Awaiting Parts
Feb 16 → Feb 16, 2026
0 business days (not counted)
5d
▶ Clock Running
Status: Reschedule
Feb 16 → Feb 23, 2026
5 business days (counted)
Running total: 5 of ? biz days used
20d
▶ Clock Running
Status: On Hold
Feb 23 → Mar 23, 2026
20 business days (counted)
Running total: 25 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 23 → Mar 25, 2026
2 business days (counted)
Running total: 27 of ? biz days used
▶ Clock Running
Status: Assigned
Mar 25 → Mar 25, 2026
0 business days (counted)
Running total: 27 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 25 → Mar 25, 2026
0 business days (counted)
Running total: 27 of ? biz days used
Created: Feb 16, 2026 Completed: Mar 25, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Feb 16 → Feb 16 Created ▶ Running 0 0
Feb 16 → Feb 16 Awaiting Parts ⏸ Paused 0
Feb 16 → Feb 23 Reschedule ▶ Running 5 5
Feb 23 → Mar 23 On Hold ▶ Running 20 25
Mar 23 → Mar 25 Tech On Site ▶ Running 2 27
Mar 25 → Mar 25 Assigned ▶ Running 0 27
Mar 25 → Mar 25 Tech On Site ▶ Running 0 27
Holding 21.0d (excluded)
Coordinators 5.0d
Field Work 2.5d
Billing 5.1d
✓ SLA Met
Holding (excluded from total)
21.0 days
Coordinators
5.0 days
Over SLA
Field Work
2.5 days
Over SLA
Billing
5.1 days
Over SLA
Created: Feb 16, 2026 Due: Apr 17, 2026 Completed: Mar 25, 2026 (23 days early)
📅
27.0 days Total Age
⏱️
21.0d in On Hold Longest Stage
🔄
9 transitions Status Changes
⚠️
8.9d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Samuel A Klein — scheduling delays attributed to technician, not coordinators
Visit 1 Mar 25, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00568714
EKG Leads Off
Closed
Hi - Thanks for getting back to me so quickly. I was told that when the Leads are connected, the machine is reading that they're not connected. I double checked that there's no obstruction on the leads and that they're placed in the correct position. Unsure if this may be a wire replacement that may be needed or not Model: Burdick - ELI 280 Model Type: EKG Custom Field: AM12 (S/N:123280001247) Notes: Asset ID: 13116139 Site: Oak Street Health - Oak Street Health - Strawberry Mansion, PA Department: Wilmington Depot - Oak Street hot swapDepreciation Start Date:Physical Location: EMSARDepreciation Term: 7yrsSerial #: 123080000940
Priority
High
Origin
Email
Reason
New Case
Contact
Kyle Andre
Owner
Derek Reynolds
Created
Feb 16, 2026
Work Orders from this Case (3)
WO-01351847 Invoiced
Virtual Tech • Virtual Tech
Created: Feb 16, 2026 • Closed: Feb 16, 2026
WO-01352147 (current) Invoiced
SWAPOUT • Samuel A Klein
Created: Feb 16, 2026 • Closed: Mar 25, 2026
WO-01361877 Invoiced
Virtual Tech - Depot • Samuel A Klein
Created: Mar 25, 2026 • Closed: Mar 26, 2026
Completed with minor delays
Invoiced • 178 days old
🚨
Primary Delay 21.0 days stuck in "On Hold"
⏱️
Total Delay 8.9 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
Awaiting Parts
0.0d / 3.0d SLA
Reschedule
5.0d / 2.0d SLA
On Hold
21.0d
Tech On Site
2.5d / 1.0d SLA
Closed
1.5d / 1.0d SLA
Ready to Bill
5.0d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/23/26-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 


🔧 Work Performed
Unit arrived and was received in Depot. Shipping hot swap to site: Burdick - ELI 280 Asset ID#: 13264536 S/N: 124050001260 Outbound 1Z01E3E70395976628 Delivered - 2/18/2026 ___ Expected back for repair: Burdick - ELI 280 Asset ID: 13116139 Serial #: 123080000940 Return - 1Z01E3E79099807836 delivered to the depot on 3.2.26
🔍 Technician Findings
Unit arrived into Depot with all accessories. Preparing unit for Repair/PM to place onto Hotswap Shelf.
⚠️ Problem Description
When the Leads are connected, the machine is reading that they're not connected. I double checked that there's no obstruction on the leads and that they're placed in the correct position. Burdick - ELI 280 Asset ID: 13116139 Serial #: 123080000940 https://www.ebiotrack.com/workorder.php?wo=71712

Timeline

📞
Case Linked Feb 16, 12:14 PM
Case Number: 00568714
Subject: EKG Leads Off
Status: Closed
📋
3 Work Order Created Feb 16, 2:11 PM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00090451
Status: Closed
📦
Status: Awaiting Parts by Derek Reynolds
From: Entered
To: Awaiting Parts
Duration in Previous: 1m
🔩
2 2x Parts Added Feb 16, 3:10 PM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 58m
⚠️ 5.0 business days
⏸️
Status: On Hold by Ryan Schwochow Feb 23, 9:21 AM
From: Reschedule
To: On Hold
Duration in Previous: 6d 18h
🚨 21.0 business days
🔧
Status: Tech On Site by Ryan Schwochow Mar 23, 4:45 PM
From: On Hold
To: Tech On Site
Duration in Previous: 28d 6h
2.9 business days
👷
2 Status: Assigned Mar 25, 3:02 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Samuel Klein
Technician: Samuel A Klein
⏱️
Labor Added Mar 25, 3:27 PM
Type: Labor
Status: Open
Qty: 1
✔️
Status: Completed by Samuel Klein Mar 25, 3:41 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 38m, 0m
📄
Status: Ready to Bill by Diane Patton Mar 26, 10:31 AM
From: Closed
To: Ready to Bill
Duration in Previous: 18h 49m
⚠️ 5.0 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:31 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 6d 6h
💰
Status: Invoiced by Diane Patton Apr 1, 6:10 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 39m
🚨 67.7 business days
🧾
Invoice Created Jul 8, 4:59 PM
Invoice Number: SM-258111

Bottlenecks

Reschedule
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Tech On Site
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days
Closed
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 4.3 business hours
Ready to Bill
Duration: 5.0 business days (threshold: 1.0 business days)
Exceeded by 4.0 business days

🔗 Related Artifacts

📞
Case 00568714
Closed
📦
Parts Order 00090451
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
SWAPOUT
Branch
Edge
Technician
Samuel A Klein
Scheduled
N/A
Created
Feb 16, 2:11 PM
Invoice #
SM-258111

Work Details (3)

Name Type Status Qty Amount Date
WL-03107419 Parts Open 1 $0.00 Feb 16, 3:10 PM
WL-03107420 Expenses Open 1 $36.94 Feb 16, 3:10 PM
WL-03159040 Labor Open 1 $122.57 Mar 25, 3:27 PM

Details