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WO-01352308 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - University Ave — 1953 University Ave., Bronx NY, 10453

Feb 17, 2026 → Apr 22, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (37 biz days late)
Active: 46 biz days
🕐 Clock stopped: Completed (Apr 22, 2026)
▶ Clock Running
Status: Created
Feb 17 → Feb 17, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 17 → Feb 20, 2026
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 20 → Feb 23, 2026
1 business day (counted)
Running total: 4 of ? biz days used
31d
▶ Clock Running
Status: Scheduled
Feb 23 → Apr 7, 2026
31 business days (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Reschedule
Apr 7 → Apr 10, 2026
3 business days (counted)
Running total: 38 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Apr 10 → Apr 22, 2026
8 business days (counted)
Running total: 46 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 22 → Apr 22, 2026
0 business days (counted)
Running total: 46 of ? biz days used
Created: Feb 17, 2026 Completed: Apr 22, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Feb 17 → Feb 17 Created ▶ Running 0 0
Feb 17 → Feb 20 Ready for Scheduling ▶ Running 3 3
Feb 20 → Feb 23 Assigned ▶ Running 1 4
Feb 23 → Apr 7 Scheduled ▶ Running 31 35
Apr 7 → Apr 10 Reschedule ▶ Running 3 38
Apr 10 → Apr 22 Scheduled ▶ Running 8 46
Apr 22 → Apr 22 Tech On Site ▶ Running 0 46
Dispatch 0.0d
Coordinators 50.5d
Field Work 1.0d
Billing 7.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
50.5 days
Over SLA
Field Work
1.0 days
Billing
7.0 days
Over SLA
Created: Feb 17, 2026 Due: Apr 30, 2026 Completed: Apr 22, 2026 (8 days early)
📅
47.0 days Total Age
⏱️
32.0d in Scheduled Longest Stage
🔄
11 transitions Status Changes
⚠️
49.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00569013
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 110 pieces https://www.ebiotrack.com/inspection.php?iid=33107 Inspection Flag: This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jessica Pena
Owner
Leona Coonrod
Created
Feb 17, 2026
Work Orders from this Case (1)
WO-01352308 (current) Invoiced
Inspection • Mohamed Shareed
Created: Feb 17, 2026 • Closed: Apr 22, 2026
Completed with significant delays
Invoiced • 177 days old
🚨
Primary Delay 32.0 days stuck in "Scheduled"
⏱️
Total Delay 49.1 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
1.9d / 0.5d SLA
Scheduled
41.0d / 2.0d SLA
Reschedule
3.6d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.2d / 1.0d SLA
Ready to Bill
6.9d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/10 KSmith -- Scheduled for 4/22 with Jessica. 9-11am. Site does not want to reschedule due to already being rescheduled previously

4/10 KSmith -- Followed up with Jessica to reschedule for 4/22

4/9 KSmith -- Followed up with Jessica to reschedule for 4/10

4/8 KSmith -- Followed up with Jessica to reschedule for 4/10

4/7 KSmith -- Need to reschedule due to repairs. Sent email to reschedule for 4/10

2/23 KSmith -- Scheduled for 4/9 with Jessica. 9-11am

2/20 KSmith -- Sent email to schedule for 4/9

🔧 Work Performed
Completed annual inspection all work documented in ebiotrack S.O #: 256-16368-33107.
🔍 Technician Findings
Completed annual inspection all work documented in ebiotrack S.O #: 256-16368-33107.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 110 pieces https://www.ebiotrack.com/inspection.php?iid=33107 Inspection Flag: This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR.

Timeline

📞
Case Linked Feb 17, 6:00 AM
Case Number: 00569013
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Feb 17, 10:23 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
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: 3d 1h
2.0 business days
🗓️
2 Status: Scheduled Feb 23, 7:53 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-04-09T13:00:00.000+0000
🚨 32.0 business days
🔄
Status: Reschedule by Kourtney Smith Apr 7, 3:14 PM
From: Scheduled
To: Reschedule
Duration in Previous: 43d 6h
4.0 business days
📅
2 Dispatch Scheduled Apr 10, 9:33 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Reschedule
To: Scheduled
Duration in Previous: 2d 18h
⚠️ 9.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Apr 22, 9:41 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 12d 0h
🔩
7x Parts Added Apr 22, 6:03 PM
Type: Parts, Labor, Travel
Status: Open
Qty: 2, 0.75, 5.25, 4
✔️
2 Status: Completed Apr 22, 6:09 PM
Status: Completed → Status: Closed
🏁
Status: Closed by Mohamed Shareed
From: Completed
To: Closed
Duration in Previous: 1m
📄
Status: Ready to Bill by Diane Patton Apr 23, 12:27 PM
From: Closed
To: Ready to Bill
Duration in Previous: 18h 16m
⚠️ 7.0 business days
📨
Status: Invoice Pending by Diane Patton May 1, 5:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 8d 4h
🧾
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: 1.9 business days (threshold: 4.0 business hours)
Exceeded by 1.4 business days
Scheduled
Duration: 32.0 business days (threshold: 2.0 business days)
Exceeded by 30.0 business days
Reschedule
Duration: 3.6 business days (threshold: 2.0 business days)
Exceeded by 1.6 business days
Scheduled
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Closed
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.8 business hours
Ready to Bill
Duration: 6.9 business days (threshold: 1.0 business days)
Exceeded by 5.9 business days

🔗 Related Artifacts

📞
Case 00569013
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Mohamed Shareed
Scheduled
Apr 22, 9:00 AM
Created
Feb 17, 10:23 AM
Invoice #
SM-260858

Work Details (7)

Name Type Status Qty Amount Date
WL-03196617 Parts Open 2 $102.50 Apr 22, 6:03 PM
WL-03196618 Labor Open 0.75 $0.00 Apr 22, 6:03 PM
WL-03196619 Labor Open 0.75 $0.00 Apr 22, 6:03 PM
WL-03196620 Labor Open 5.25 $2,508.40 Apr 22, 6:03 PM
WL-03196621 Labor Open 0.75 $0.00 Apr 22, 6:03 PM
WL-03196622 Travel Open 4 - Apr 22, 6:03 PM
WL-03196623 Travel Open 4 - Apr 22, 6:03 PM

Details