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WO-01305555 ↗ ServiceMax

Stony Brook Medicine • Inspection • PSM

📍 Stony Brook - SUR - CENTEREACH VASCULAR - 20436 — 23 S HOWELL AVE SUITE G, CENTEREACH NY, 11720

Sep 22, 2025 → Nov 26, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (38 biz days late)
Active: 45 biz days
🕐 Clock stopped: Completed (Nov 26, 2025)
▶ Clock Running
Status: Created
Sep 22 → Sep 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 22 → Sep 24, 2025
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 24 → Sep 24, 2025
0 business days (counted)
Running total: 2 of ? biz days used
42d
▶ Clock Running
Status: Scheduled
Sep 24 → Nov 25, 2025
42 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Entered
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 25 → Nov 25, 2025
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Scheduled
Nov 25 → Nov 26, 2025
1 business day (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 26 → Nov 26, 2025
0 business days (counted)
Running total: 45 of ? biz days used
Created: Sep 22, 2025 Completed: Nov 26, 2025
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Sep 22 → Sep 22 Created ▶ Running 0 0
Sep 22 → Sep 24 Ready for Scheduling ▶ Running 2 2
Sep 24 → Sep 24 Assigned ▶ Running 0 2
Sep 24 → Nov 25 Scheduled ▶ Running 42 44
Nov 25 → Nov 25 Entered ▶ Running 0 44
Nov 25 → Nov 25 Assigned ▶ Running 0 44
Nov 25 → Nov 26 Scheduled ▶ Running 1 45
Nov 26 → Nov 26 Tech On Site ▶ Running 0 45
Dispatch 0.0d
Coordinators 47.4d
Field Work 0.5d
Billing 51.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
47.4 days
Over SLA
Field Work
0.5 days
Billing
51.0 days
Created: Sep 22, 2025 Due: Nov 26, 2025 Completed: Nov 26, 2025 (on time)
📅
46.0 days Total Age
⏱️
49.0d in Invoiced Longest Stage
🔄
10 transitions Status Changes
⚠️
44.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
13 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Mohamed Shareed — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 3, 2025
Visit 2 Nov 4, 2025
Visit 3 Nov 26, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00529195
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 80 pcs https://www.ebiotrack.com/inspection.php?iid=30236
Priority
Standard
Origin
Email
Reason
New Case
Contact
NANCY GRANDINETTE
Owner
Jessica Sells
Created
Sep 22, 2025
Work Orders from this Case (1)
WO-01305555 (current) Invoiced
Inspection • Mohamed Shareed
Created: Sep 22, 2025 • Closed: Nov 26, 2025
Completed with significant delays
Invoiced • 163 days old
🚨
Primary Delay 49.0 days stuck in "Invoiced"
⏱️
Total Delay 44.0 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
3.0d / 1.0d SLA
Assigned
0.3d / 0.5d SLA
Scheduled
44.0d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Closed
2.7d / 1.0d SLA
Invoiced
49.0d
Billing Correction Needed
2.0d

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
02/11/2026 Jsackett - Deleted SM-247924, returned WO to Billing Correction for Update + Rebill direct to Stony Brook.

11/4 SRogers: Updating scheduled date. Rooms were not available to complete the inspection. FSE rescheduled with Nancy Grandinette for a return trip on Nov 26

9/24 KSmith -- Scheduled for 11/3 with Jessica

9/24 KSmith -- Per Nancy, Jessica is the POC

Jacobs, Jessica L <Jessica.Jacobs@stonybrookmedicine.edu>

9/24 KSmith -- Sent email to schedule for 11/4

09/24/2025 LHill-sent email to Nancy 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. See logged call on WO-01305524.

🔧 Work Performed
Inspection 11/4/2026 Rooms were not available to complete the inspection.Scheduled with Nancy Grandinettefor a return trip on Nov 26 Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-20436-30236
🔍 Technician Findings
Inspection due Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-20436-30236
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 80 pcs https://www.ebiotrack.com/inspection.php?iid=30236

Timeline

📞
Case Linked Sep 22, 7:00 AM
Case Number: 00529195
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Sep 22, 11:42 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
3.0 business days
👷
2 Technician Assigned Sep 24, 12:35 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 0h
👷
3 Technician Assigned Sep 24, 3:14 PM
Technician Assigned → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 2h 38m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-03T15:00:00.000+0000
🚨 21.0 business days
📅
Dispatch Scheduled by Kourtney Smith Oct 23, 3:35 PM
Scheduled For: 2025-11-03T16:30:00.000+0000
⚠️ 8.0 business days
⏱️
3x Labor Added Nov 3, 8:48 PM
Type: Labor, Travel
Status: Open
Qty: 3.25, 2.25, 67
⏱️
3x Labor Added Nov 4, 8:28 PM
Type: Labor, Travel
Status: Open
Qty: 2, 2.5, 67
📅
Dispatch Scheduled by Shawn Rogers Nov 4, 10:50 PM
Scheduled For: 2025-11-26T15:30:00.000+0000
🚨 14.1 business days
🆕
3 Status: Entered Nov 25, 3:33 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Mohamed Shareed
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-26T15:00:00.000+0000
📅
Dispatch Scheduled by Mohamed Shareed Nov 25, 3:49 PM
Scheduled For: 2025-11-26T17:00:00.000+0000
🔧
Status: Tech On Site by Mohamed Shareed Nov 26, 11:48 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 20h 15m
⏱️
2 7x Labor Added Nov 26, 3:57 PM
7x Labor Added → Status: Completed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 4h 9m, 0m
3.0 business days
📄
Status: Ready to Bill by Diane Patton Dec 2, 9:28 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 5d 17h, 0m
🚨 49.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 10:32 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 71d 1h, 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
📄
2 Status: Ready to Bill Feb 12, 1:44 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-253722

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 42.6 business days (threshold: 2.0 business days)
Exceeded by 40.6 business days
Closed
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days

🔗 Related Artifacts

📞
Case 00529195
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Nov 26, 12:00 PM
Created
Sep 22, 11:42 AM
Invoice #
SM-253722

Work Details (13)

Name Type Status Qty Amount Date
WL-02995065 Labor Open 3.25 $0.00 Nov 3, 8:48 PM
WL-02995066 Labor Open 2.25 $0.00 Nov 3, 8:48 PM
WL-02995067 Travel Open 67 - Nov 3, 8:48 PM
WL-02996442 Labor Open 2 $0.00 Nov 4, 8:28 PM
WL-02996443 Labor Open 2.5 $0.00 Nov 4, 8:28 PM
WL-02996444 Travel Open 67 - Nov 4, 8:28 PM
WL-03021129 Labor Open 1.75 $0.00 Nov 26, 3:57 PM
WL-03021130 Labor Open 1.75 $1,702.00 Nov 26, 3:57 PM
WL-03021131 Labor Open 1.5 $0.00 Nov 26, 3:57 PM
WL-03021132 Travel Open 75 - Nov 26, 3:57 PM
WL-03021133 Travel Open 51 - Nov 26, 3:57 PM
WL-03021134 Expenses Open 1 $0.00 Nov 26, 3:57 PM
WL-03021135 Expenses Open 1 $0.00 Nov 26, 3:57 PM

Details