Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01307914 ↗ ServiceMax

Stony Brook Medicine • Inspection • PSM

📍 Stony Brook - PED- COMMACK - 17454 — 500 Commack Rd Suite 104, Commack NY, 11725

Oct 6, 2025 → Dec 23, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (34 biz days late)
Active: 53 biz days
🕐 Clock stopped: Completed (Dec 24, 2025)
▶ Clock Running
Status: Created
Oct 6 → Oct 6, 2025
0 business days (counted)
Running total: 0 of ? biz days used
9d
▶ Clock Running
Status: Ready for Scheduling
Oct 6 → Oct 20, 2025
9 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 9 of ? biz days used
41d
▶ Clock Running
Status: Scheduled
Oct 20 → Dec 19, 2025
41 business days (counted)
Running total: 50 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 19 → Dec 19, 2025
0 business days (counted)
Running total: 50 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Dec 19 → Dec 22, 2025
1 business day (counted)
Running total: 51 of ? biz days used
▶ Clock Running
Status: Scheduled
Dec 22 → Dec 23, 2025
1 business day (counted)
Running total: 52 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 23 → Dec 24, 2025
1 business day (counted)
Running total: 53 of ? biz days used
Created: Oct 6, 2025 Completed: Dec 24, 2025
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Oct 6 → Oct 6 Created ▶ Running 0 0
Oct 6 → Oct 20 Ready for Scheduling ▶ Running 9 9
Oct 20 → Oct 20 Assigned ▶ Running 0 9
Oct 20 → Dec 19 Scheduled ▶ Running 41 50
Dec 19 → Dec 19 Tech On Site ▶ Running 0 50
Dec 19 → Dec 22 Tech Off Site ▶ Running 1 51
Dec 22 → Dec 23 Scheduled ▶ Running 1 52
Dec 23 → Dec 24 Tech On Site ▶ Running 1 53
Dispatch 0.0d
Coordinators 53.8d
Field Work 2.8d
Billing 33.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
53.8 days
Over SLA
Field Work
2.8 days
Billing
33.0 days
Over SLA
Created: Oct 6, 2025 Due: Dec 31, 2025 Completed: Dec 24, 2025 (7 days early)
📅
52.9 days Total Age
⏱️
41.4d in Scheduled Longest Stage
🔄
11 transitions Status Changes
⚠️
79.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
16 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 Mohamed Shareed — scheduling delays attributed to technician, not coordinators
Visit 1 Dec 19, 2025
Visit 2 Dec 23, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00533065
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 122 https://www.ebiotrack.com/inspection.php?iid=30558
Priority
Standard
Origin
Email
Reason
New Case
Contact
Nicole Dunston
Owner
Shelby Robinson
Created
Oct 6, 2025
Work Orders from this Case (1)
WO-01307914 (current) Invoiced
Inspection • Mohamed Shareed
Created: Oct 6, 2025 • Closed: Dec 23, 2025
Completed with significant delays
Invoiced • 149 days old
🚨
Primary Delay 41.4 days stuck in "Scheduled"
⏱️
Total Delay 79.3 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
9.7d / 1.0d SLA
Assigned
0.6d / 0.5d SLA
Scheduled
43.4d / 2.0d SLA
Tech On Site
1.6d / 1.0d SLA
Tech Off Site
1.1d / 2.0d SLA
Closed
1.0d / 1.0d SLA
Billing Review
33.0d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

12/24/25 DPatton - Does this need to be billed to McKesson per email last week? Please update account/smc if needed. All business from 11-17 going forward needs to be billed to McKesson.

10/20 KSmith -- Scheduled for 12/19 per Nicole's request at 12pm. Return trip scheduled for 12/23 at 12pm.

10/20 KSmith -- Sent email to schedule for 12/15-12/17

🔧 Work Performed
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-17454-30558.
🔍 Technician Findings
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-17454-30558.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 122 https://www.ebiotrack.com/inspection.php?iid=30558

Timeline

📞
Case Linked Oct 6, 7:01 AM
Case Number: 00533065
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Oct 6, 2:00 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 10.0 business days
👷
2 Technician Assigned Oct 20, 11:41 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 13d 21h
📅
2 Dispatch Scheduled Oct 20, 4:27 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 4h 46m
📅
Dispatch Scheduled by Kourtney Smith Oct 20, 4:44 PM
Scheduled For: 2025-12-19T17:00:00.000+0000
🚨 41.9 business days
🔧
Status: Tech On Site by Mohamed Shareed Dec 19, 12:20 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 59d 20h
🚗
Status: Tech Off Site by Mohamed Shareed Dec 19, 5:51 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 5h 30m
⏱️
6x Labor Added Dec 20, 12:56 AM
Type: Labor, Travel, Expenses
Status: Open
Qty: 1.5, 4.5, 1.25, 65, 37
1.0 business days
📅
2 Dispatch Scheduled Dec 22, 8:05 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Shawn Rogers
From: Tech Off Site
To: Scheduled
Duration in Previous: 2d 14h
2.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Dec 23, 12:48 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 4h
🔩
7x Parts Added Dec 23, 7:57 PM
Type: Parts, Travel, Expenses
Status: Open
Qty: 1, 37, 95
⏱️
3 Labor Added Dec 23, 8:05 PM
Labor Added → 2x Labor Added → Status: Completed
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 1.25, 3.25
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 7h 21m, 0m
💵
Status: Billing Review by Diane Patton Dec 24, 10:59 AM
From: Closed
To: Billing Review
Duration in Previous: 14h 48m
🚨 33.0 business days
📄
2 Status: Ready to Bill Feb 11, 5:59 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
🧾
Invoice Created Feb 12, 11:01 AM
Invoice Number: SM-253642

Bottlenecks

Ready for Scheduling
Duration: 9.7 business days (threshold: 1.0 business days)
Exceeded by 8.7 business days
Assigned
Duration: 4.8 business hours (threshold: 4.0 business hours)
Exceeded by 0.8 business hours
Scheduled
Duration: 41.4 business days (threshold: 2.0 business days)
Exceeded by 39.4 business days
Billing Review
Duration: 33.0 business days (threshold: 2.0 business days)
Exceeded by 31.0 business days

🔗 Related Artifacts

📞
Case 00533065
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Dec 23, 12:00 PM
Created
Oct 6, 2:00 PM
Invoice #
SM-253642

Work Details (16)

Name Type Status Qty Amount Date
WL-03044344 Labor Open 1.5 $0.00 Dec 20, 12:56 AM
WL-03044345 Labor Open 4.5 $0.00 Dec 20, 12:56 AM
WL-03044346 Labor Open 1.25 $0.00 Dec 20, 12:56 AM
WL-03044347 Travel Open 65 - Dec 20, 12:56 AM
WL-03044348 Travel Open 37 - Dec 20, 12:56 AM
WL-03044349 Expenses Open 1 $0.00 Dec 20, 12:56 AM
WL-03046818 Parts Open 1 $12.37 Dec 23, 7:57 PM
WL-03046822 Travel Open 37 - Dec 23, 7:57 PM
WL-03046823 Expenses Open 1 $0.00 Dec 23, 7:57 PM
WL-03046824 Expenses Open 1 $0.00 Dec 23, 7:57 PM
WL-03046819 Parts Open 1 $81.26 Dec 23, 7:57 PM
WL-03046820 Parts Open 3 $6.36 Dec 23, 7:57 PM
WL-03046821 Travel Open 95 - Dec 23, 7:57 PM
WL-03046826 Labor Open 2.25 $0.00 Dec 23, 8:05 PM
WL-03046828 Labor Open 1.25 $0.00 Dec 23, 8:08 PM
WL-03046827 Labor Open 3.25 $2,854.00 Dec 23, 8:08 PM

Details