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WO-01352553 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - West Bellfort — 11251 Fondren Road, Houston TX, 77096

Feb 18, 2026 → Apr 8, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (27 biz days late)
Active: 35 biz days
🕐 Clock stopped: Tech Off Site (Apr 8, 2026)
▶ Clock Running
Status: Created
Feb 18 → Feb 18, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 18 → Feb 18, 2026
0 business days (counted)
Running total: 0 of ? biz days used
8d
▶ Clock Running
Status: Assigned
Feb 18 → Mar 2, 2026
8 business days (counted)
Running total: 8 of ? biz days used
26d
▶ Clock Running
Status: Scheduled
Mar 2 → Apr 7, 2026
26 business days (counted)
Running total: 34 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 7 → Apr 7, 2026
0 business days (counted)
Running total: 34 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Apr 7 → Apr 8, 2026
1 business day (counted)
Running total: 35 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 8 → Apr 8, 2026
0 business days (counted)
Running total: 35 of ? biz days used
Created: Feb 18, 2026 Tech Off Site: Apr 8, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Feb 18 → Feb 18 Created ▶ Running 0 0
Feb 18 → Feb 18 Ready for Scheduling ▶ Running 0 0
Feb 18 → Mar 2 Assigned ▶ Running 8 8
Mar 2 → Apr 7 Scheduled ▶ Running 26 34
Apr 7 → Apr 7 Tech On Site ▶ Running 0 34
Apr 7 → Apr 8 Tech Off Site ▶ Running 1 35
Apr 8 → Apr 8 Tech On Site ▶ Running 0 35
Dispatch 0.0d
Coordinators 36.0d
Field Work 3.0d
Billing 17.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
36.0 days
Over SLA
Field Work
3.0 days
Billing
17.0 days
Over SLA
Created: Feb 18, 2026 Due: Apr 30, 2026 Completed: Apr 8, 2026 (22 days early)
📅
36.0 days Total Age
⏱️
27.0d in Scheduled Longest Stage
🔄
11 transitions Status Changes
⚠️
49.4d 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 Arturo Diaz — scheduling delays attributed to technician, not coordinators
Visit 1 Apr 7, 2026
Visit 2 Apr 8, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00569530
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service # of pieces: 101 https://www.ebiotrack.com/inspection.php?iid=33121
Priority
Standard
Origin
Email
Reason
New Case
Contact
Iris Alexander
Owner
Erin Martin
Created
Feb 18, 2026
Work Orders from this Case (1)
WO-01352553 (current) Invoiced
Inspection • Arturo Diaz
Created: Feb 18, 2026 • Closed: Apr 8, 2026
Completed with significant delays
Invoiced • 176 days old
🚨
Primary Delay 27.0 days stuck in "Scheduled"
⏱️
Total Delay 49.4 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
0.5d / 1.0d SLA
Assigned
8.6d / 0.5d SLA
Scheduled
27.0d / 2.0d SLA
Tech On Site
1.8d / 1.0d SLA
Tech Off Site
1.2d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.4d / 1.0d SLA
Ready to Bill
17.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/2 KKelch scheduled per logged email from Iris

3/2 KKelch sent Iris an email for scheduling

2/23 KKelch called Iris to schedule for 4/10 between 9 and 11 am. Left VM.

🔧 Work Performed
- Inspected equipment found in every exam room - inspected equipment found in labs - inspected equipment found in nurse stations - inspected equipment found in hallways - inquired of staff where any other equipment might be found - confirmed with staff that all equipment that is in use has been inspected - informed staff if any equipment is later found, or pulled from storage, or received from another location, it will require a miscellaneous equipment inspection on a new work order
🔍 Technician Findings
Normal equipment conditions
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service # of pieces: 101 https://www.ebiotrack.com/inspection.php?iid=33121

Timeline

📞
Case Linked Feb 18, 6:00 AM
Case Number: 00569530
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Feb 18, 10:23 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Erin Martin
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Feb 18, 2:22 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3h 58m
⚠️ 9.0 business days
🗓️
2 Status: Scheduled Mar 2, 11:22 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-04-07T14:00:00.000+0000
🚨 27.0 business days
🔧
2 Status: Tech On Site Apr 7, 10:11 AM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1.5, 30, 35
🚗
2 Status: Tech Off Site Apr 7, 6:40 PM
Status: Tech Off Site → 2x Labor Added
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 5, 1.5
🔧
2 Status: Tech On Site Apr 8, 9:57 AM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1.5, 30
⏱️
Labor Added Apr 8, 12:55 PM
Type: Labor
Status: Open
Qty: 3
⏱️
Labor Added Apr 8, 3:06 PM
Type: Labor
Status: Open
Qty: 1
🚗
Status: Tech Off Site by Arturo Diaz Apr 8, 4:21 PM
From: Tech On Site, Tech Off Site
To: Tech Off Site, Completed
Duration in Previous: 6h 24m, 0m
🏁
Status: Closed by Arturo Diaz Apr 8, 4:44 PM
From: Completed
To: Closed
Duration in Previous: 22m
📄
Status: Ready to Bill by Diane Patton Apr 9, 11:25 AM
From: Closed
To: Ready to Bill
Duration in Previous: 18h 40m
🚨 17.0 business days
📨
Status: Invoice Pending by Diane Patton May 1, 5:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 22d 5h
🧾
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

Assigned
Duration: 8.6 business days (threshold: 4.0 business hours)
Exceeded by 8.1 business days
Scheduled
Duration: 27.0 business days (threshold: 2.0 business days)
Exceeded by 25.0 business days
Closed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.3 business hours
Ready to Bill
Duration: 17.0 business days (threshold: 1.0 business days)
Exceeded by 16.0 business days

🔗 Related Artifacts

📞
Case 00569530
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Arturo Diaz
Scheduled
Apr 7, 10:00 AM
Created
Feb 18, 10:23 AM
Invoice #
SM-260858

Work Details (10)

Name Type Status Qty Amount Date
WL-03175697 Labor Open 1.5 $0.00 Apr 7, 10:13 AM
WL-03175698 Travel Open 30 - Apr 7, 10:13 AM
WL-03175699 Travel Open 35 - Apr 7, 10:13 AM
WL-03176690 Labor Open 5 $0.00 Apr 7, 6:41 PM
WL-03176691 Labor Open 1.5 $0.00 Apr 7, 6:41 PM
WL-03177348 Labor Open 1.5 $0.00 Apr 8, 9:59 AM
WL-03177349 Travel Open 30 - Apr 8, 9:59 AM
WL-03177350 Travel Open 30 - Apr 8, 9:59 AM
WL-03177703 Labor Open 3 $2,651.80 Apr 8, 12:55 PM
WL-03177953 Labor Open 1 $0.00 Apr 8, 3:06 PM

Details