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WO-01305524 ↗ ServiceMax

Stony Brook Medicine • Inspection • PSM

📍 Stony Brook - SUR - CENTEREACH BARIATRIC - 20434 — 23 S HOWELL AVE SUITE D, CENTEREACH NY, 11720

Sep 22, 2025 → Nov 7, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (27 biz days late)
Active: 33 biz days
🕐 Clock stopped: Completed (Nov 8, 2025)
▶ Clock Running
Status: Created
Sep 22 → Sep 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
7d
▶ Clock Running
Status: Ready for Scheduling
Sep 22 → Oct 1, 2025
7 business days (counted)
Running total: 7 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 1 → Oct 1, 2025
0 business days (counted)
Running total: 7 of ? biz days used
26d
▶ Clock Running
Status: Scheduled
Oct 1 → Nov 8, 2025
26 business days (counted)
Running total: 33 of ? biz days used
Created: Sep 22, 2025 Completed: Nov 8, 2025
Show SLA Clock Detail (4 periods)
Period Status Clock Biz Days Running Total
Sep 22 → Sep 22 Created ▶ Running 0 0
Sep 22 → Oct 1 Ready for Scheduling ▶ Running 7 7
Oct 1 → Oct 1 Assigned ▶ Running 0 7
Oct 1 → Nov 8 Scheduled ▶ Running 26 33
Dispatch 0.0d
Coordinators 34.8d
Billing 63.2d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
34.8 days
Over SLA
Billing
63.2 days
Created: Sep 22, 2025 Due: Nov 26, 2025 Completed: Nov 8, 2025 (18 days early)
📅
34.0 days Total Age
⏱️
61.0d in Invoiced Longest Stage
🔄
12 transitions Status Changes
⚠️
32.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00529167
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 24 pcs https://www.ebiotrack.com/inspection.php?iid=30225
Priority
Standard
Origin
Email
Reason
New Case
Contact
NANCY GRANDINETTE
Owner
Jessica Sells
Created
Sep 21, 2025
Work Orders from this Case (1)
WO-01305524 (current) Invoiced
Inspection • Edward Arias
Created: Sep 22, 2025 • Closed: Nov 7, 2025
Completed with significant delays
Invoiced • 163 days old
🚨
Primary Delay 61.0 days stuck in "Invoiced"
⏱️
Total Delay 32.6 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
8.0d / 1.0d SLA
Assigned
0.3d / 0.5d SLA
Scheduled
26.6d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.2d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Invoiced
61.0d
Billing Correction Needed
2.0d
Ready to Bill
0.2d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
02/11/2026 Jsackett - Deleted SM-246279, returned WO to Billing Correction for Update + Rebill direct to Stony Brook. 10/1 KSmith -- Scheduled for 11/7 with Kim. Site requested between 12pm-3pm.

10/1 KSmith -- Sent email to schedule for 11/7

CONFIRMED


09/25/2025 LHill-added contact Kim Alessi to location in SMX & EBT.


09/25/2025 LHill-rec'd email from Kimberly-I am here at 7am and we would need the tech here by 4pm.

 Nothing additional needed for tech to gain access to the facility.

Scheduling ahead needed: Yes 

Certain day or time: Fridays are better 7AM-4PM 

Confirmed contact information is correct: Yes 

Anything additional needed for tech to gain access to the facility:  No


09/25/2025 LHill-sent email to Kimberly -What are your hours on Firdays? Also, anything additional needed for tech to gain access to the facility?


09/25/2025 LHill-rec'd email fromKim Alessi-

Typical Fridays are a better day. Please let me know what Friday’s you have available.

Kim Alessi

Clinic Manager

Stony Brook Bariatric, Foregut and Advanced GI Surgery

Bariatric and Metabolic Weight Loss Center

Department of Surgery | Stony Brook Medicine

23 South Howell Ave. Suite D

Centereach, NY 11720-9395

Phone (631) 638-3968 Fax (631) 638-1227

 


09/24/2025 LHill-sent email to Nacy Grandinette at nancy.grandinette@stonybrookmedicine.edu to confirm contact & equipment.


09/24/2025 LHill-Called 631-638-1670. Was unable to get through the menu op for anyone to pickup or leave a message.

🔧 Work Performed
Inmspection competed 24 items
🔍 Technician Findings
Inspection due
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 24 pcs https://www.ebiotrack.com/inspection.php?iid=30225

Timeline

📞
Case Linked Sep 21, 7:00 AM
Case Number: 00529167
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Sep 22, 10:50 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 8.0 business days
👷
▶
2 Technician Assigned Oct 1, 1:17 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 9d 2h
🗓️
▶
2 Status: Scheduled Oct 1, 3:19 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-07T17:00:00.000+0000
🚨 26.0 business days
📅
Dispatch Scheduled by Kourtney Smith Nov 6, 10:21 AM
Scheduled For: 2025-11-07T18:00:00.000+0000
⏳ 2.0 business days
⏱️
2x Labor Added Nov 7, 11:59 AM
Type: Labor, Travel
Status: Open
Qty: 0.75, 17
⏱️
▶
2 Labor Added Nov 7, 8:43 PM
Labor Added → Status: Completed
✔️
Status: Completed by Edward Arias
From: Scheduled
To: Completed
Duration in Previous: 37d 6h
🏁
Status: Closed by Edward Arias Nov 7, 8:49 PM
From: Completed
To: Closed
Duration in Previous: 5m
⏳ 2.4 business days
📄
▶
2 Status: Ready to Bill Nov 12, 10:29 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🚨 61.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 10:30 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 91d 0h, 0m
⏳ 2.0 business days
🏁
Status: Closed by Dylan Nakoff Feb 12, 11:15 AM
From: Billing Correction Needed
To: Closed
Duration in Previous: 1d 0h
📄
Status: Ready to Bill by Diane Patton Feb 12, 12:34 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1h 19m
📨
▶
3 Status: Invoice Pending Feb 12, 2:14 PM
Status: Invoice Pending → Status: Invoiced → Invoice Created
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🧾
Invoice Created
Invoice Number: SM-253739

Bottlenecks

Ready for Scheduling
Duration: 8.0 business days (threshold: 1.0 business days)
Exceeded by 7.0 business days
Scheduled
Duration: 26.6 business days (threshold: 2.0 business days)
Exceeded by 24.6 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00529167
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Edward Arias
Scheduled
Nov 7, 1:00 PM
Created
Sep 22, 10:50 AM
Invoice #
SM-253739

Work Details (3)

Name Type Status Qty Amount Date
WL-02999794 Labor Open 0.75 $0.00 Nov 7, 11:59 AM
WL-02999795 Travel Open 17 $0.00 Nov 7, 11:59 AM
WL-03000793 Labor Open 2 $1,414.00 Nov 7, 8:43 PM

Details