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WO-01306581 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Inspection • PSM

📍 Stony Brook - ORT- RIVERHEAD - 20423 — 74 COMMERCE DRIVE SUITE 4, RIVERHEAD NY, 11901

Sep 29, 2025 → Nov 7, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (26 biz days late)
Active: 28 biz days
🕐 Clock stopped: Completed (Nov 7, 2025)
▶ Clock Running
Status: Created
Sep 29 → Sep 29, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 29 → Oct 1, 2025
2 business days (counted)
Running total: 2 of ? biz days used
3d
▶ Clock Running
Status: Assigned
Oct 1 → Oct 6, 2025
3 business days (counted)
Running total: 5 of ? biz days used
23d
▶ Clock Running
Status: Scheduled
Oct 6 → Nov 7, 2025
23 business days (counted)
Running total: 28 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 7 → Nov 7, 2025
0 business days (counted)
Running total: 28 of ? biz days used
Created: Sep 29, 2025 Completed: Nov 7, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 29 → Sep 29 Created ▶ Running 0 0
Sep 29 → Oct 1 Ready for Scheduling ▶ Running 2 2
Oct 1 → Oct 6 Assigned ▶ Running 3 5
Oct 6 → Nov 7 Scheduled ▶ Running 23 28
Nov 7 → Nov 7 Tech On Site ▶ Running 0 28
Dispatch 0.0d
Coordinators 30.4d
Field Work 0.6d
Billing 63.2d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
30.4 days
Over SLA
Field Work
0.6 days
Billing
63.2 days
Created: Sep 29, 2025 Due: Nov 26, 2025 Completed: Nov 7, 2025 (19 days early)
📅
29.0 days Total Age
⏱️
61.0d in Invoiced Longest Stage
🔄
12 transitions Status Changes
⚠️
28.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00530978
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 16 pieces https://www.ebiotrack.com/inspection.php?iid=30341
Priority
Standard
Origin
Email
Reason
New Case
Contact
Samantha Caruso
Owner
Sherry Reich
Created
Sep 28, 2025
Work Orders from this Case (1)
WO-01306581 (current) Invoiced
Inspection • Mohamed Shareed
Created: Sep 29, 2025 • Closed: Nov 7, 2025
Completed with significant delays
Invoiced • 156 days old
🚨
Primary Delay 61.0 days stuck in "Invoiced"
⏱️
Total Delay 28.1 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
3.0d / 1.0d SLA
Assigned
3.4d / 0.5d SLA
Scheduled
24.0d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.4d / 1.0d SLA
Ready to Bill
0.2d / 1.0d SLA
Invoiced
61.0d
Billing Correction Needed
2.0d

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
02/11/2026 Jsackett - Deleted SM-246280, returned WO to Billing Correction for Update + Rebill direct to Stony Brook. 10/6 KSmith -- Scheduled for 11/7 with Katie on WO-01306583

10/3 KSmith -- Left VM to schedule inspection

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

🔧 Work Performed
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-20423-30341.
🔍 Technician Findings
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-20423-30341.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 16 pieces https://www.ebiotrack.com/inspection.php?iid=30341

Timeline

📞
Case Linked Sep 28, 7:00 AM
Case Number: 00530978
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Sep 29, 10:14 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
⏳ 3.0 business days
👷
▶
2 Technician Assigned Oct 1, 4:39 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 6h
⏳ 3.9 business days
👷
▶
3 Technician Assigned Oct 6, 11:31 AM
Technician Assigned → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 4d 18h
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-07T19:30:00.000+0000
🚨 24.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Nov 7, 12:29 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 32d 1h
⏱️
3x Labor Added Nov 7, 5:19 PM
Type: Labor, Travel
Status: Open
Qty: 2, 1.25, 76
✔️
▶
2 Status: Completed Nov 7, 5:27 PM
Status: Completed → Status: Closed
🏁
Status: Closed by Mohamed Shareed
From: Completed
To: Closed
Duration in Previous: 1m
⏳ 2.8 business days
📄
▶
2 Status: Ready to Bill Nov 12, 10:31 AM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 3m, 0m
🚨 61.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 10:35 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 90d 23h, 0m
⏳ 2.0 business days
🏁
Status: Closed by Dylan Nakoff Feb 12, 11:17 AM
From: Billing Correction Needed
To: Closed
Duration in Previous: 1d 0h
📄
Status: Ready to Bill by Diane Patton Feb 12, 12:39 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1h 22m
📨
Status: Invoice Pending by Diane Patton Feb 12, 2:21 PM
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1h 41m, 0m
🚨 14.0 business days
🧾
Invoice Created Mar 4, 1:34 PM
Invoice Number: SM-253742

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 3.4 business days (threshold: 4.0 business hours)
Exceeded by 2.9 business days
Scheduled
Duration: 24.0 business days (threshold: 2.0 business days)
Exceeded by 22.0 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days

🔗 Related Artifacts

📞
Case 00530978
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Nov 7, 2:30 PM
Created
Sep 29, 10:14 AM
Invoice #
SM-253742

Work Details (3)

Name Type Status Qty Amount Date
WL-03000411 Labor Open 2 $0.00 Nov 7, 5:19 PM
WL-03000412 Labor Open 1.25 $1,414.00 Nov 7, 5:19 PM
WL-03000413 Travel Open 76 - Nov 7, 5:19 PM

Details