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WO-01308950 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Inspection • PSM

📍 Stony Brook - INT - Center Moriches - 25039 — 600 Main St Suite B, Center Moriches NY, 11934

Oct 13, 2025 → Nov 4, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (1 biz days late)
Active: 16 biz days
🕐 Clock stopped: Completed (Nov 4, 2025)
▶ Clock Running
Status: Created
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 13 → Oct 13, 2025
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Oct 13 → Oct 20, 2025
5 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Reschedule
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Entered
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 20 → Oct 20, 2025
0 business days (counted)
Running total: 5 of ? biz days used
11d
▶ Clock Running
Status: Scheduled
Oct 20 → Nov 4, 2025
11 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 16 of ? biz days used
Created: Oct 13, 2025 Completed: Nov 4, 2025
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Oct 13 → Oct 13 Created ▶ Running 0 0
Oct 13 → Oct 13 Ready for Scheduling ▶ Running 0 0
Oct 13 → Oct 13 Assigned ▶ Running 0 0
Oct 13 → Oct 20 Scheduled ▶ Running 5 5
Oct 20 → Oct 20 Reschedule ▶ Running 0 5
Oct 20 → Oct 20 Entered ▶ Running 0 5
Oct 20 → Oct 20 Assigned ▶ Running 0 5
Oct 20 → Nov 4 Scheduled ▶ Running 11 16
Nov 4 → Nov 4 Tech On Site ▶ Running 0 16
Coordinators 16.9d
Field Work 0.9d
Billing 65.0d
✗ SLA Missed
Coordinators
16.9 days
Over SLA
Field Work
0.9 days
Billing
65.0 days
Created: Oct 13, 2025 Due: Nov 14, 2025 Completed: Nov 4, 2025 (10 days early)
📅
16.0 days Total Age
⏱️
63.0d in Invoiced Longest Stage
🔄
12 transitions Status Changes
⚠️
14.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00534654
eBiotrack - New Inspection Created
Closed
Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=30634
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jessica Geib
Owner
Sherry Reich
Created
Oct 10, 2025
Work Orders from this Case (1)
WO-01308950 (current) Invoiced
Inspection • Mohamed Shareed
Created: Oct 13, 2025 • Closed: Nov 4, 2025
Completed with significant delays
Invoiced • 142 days old
🚨
Primary Delay 63.0 days stuck in "Invoiced"
⏱️
Total Delay 14.6 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
0.0d / 1.0d SLA
Scheduled
16.5d / 2.0d SLA
Reschedule
0.4d / 2.0d SLA
Assigned
0.0d / 0.5d SLA
Tech On Site
0.9d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.1d / 1.0d SLA
Invoiced
63.0d
Billing Correction Needed
2.0d
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
02/11/2026 Jsackett - Deleted SM-245979, returned WO to Billing Correction for Update + Rebill direct to Stony Brook. 10/20 KSmith -- Rescheduled for 11/4 with Jessica

10/20 KSmith -- Sent email to reschedule, due to repairs, for 11/4 (MS)

10/13 KSmith -- Scheduled for 10/21 with Jessica

10/13/25 SReich - Due date on ebt side is 11/14/25.

🔧 Work Performed
Completed initial annual inspection. All worked documented in ebiotrack S.O #: 2860538-25039-30634.
🔍 Technician Findings
Completed initial annual inspection. All worked documented in ebiotrack S.O #: 2860538-25039-30634.
⚠️ Problem Description
Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=30634

Timeline

📞
Case Linked Oct 10, 1:46 PM
Case Number: 00534654
Subject: eBiotrack - New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Oct 13, 9:05 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 Technician Assigned Oct 13, 10:51 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 1h 44m, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-21T16:00:00.000+0000
⚠️ 5.0 business days
🔄
Status: Reschedule by Kourtney Smith Oct 20, 12:40 PM
From: Scheduled
To: Reschedule
Duration in Previous: 7d 1h
🆕
▶
4 Status: Entered Oct 20, 4:06 PM
Status: Entered → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Mohamed Shareed
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-04T18:00:00.000+0000
⚠️ 7.0 business days
📅
Dispatch Scheduled by Kourtney Smith Oct 28, 10:29 AM
Scheduled For: 2025-11-04T18:30:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Nov 4, 11:12 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 14d 20h
⏱️
▶
3 6x Labor Added Nov 4, 6:16 PM
6x Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site
To: Completed
Duration in Previous: 7h 4m
🏁
Status: Closed by Mohamed Shareed
From: Completed
To: Closed
Duration in Previous: 1m
⏳ 3.7 business days
📄
Status: Ready to Bill by Diane Patton Nov 7, 9:30 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 15h, 0m
🚨 63.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 10:38 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 96d 1h, 0m
⏳ 2.0 business days
📄
▶
3 Status: Ready to Bill Feb 12, 11:07 AM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-253695
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m

Bottlenecks

Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Scheduled
Duration: 11.5 business days (threshold: 2.0 business days)
Exceeded by 9.5 business days
Closed
Duration: 3.1 business days (threshold: 1.0 business days)
Exceeded by 2.1 business days

🔗 Related Artifacts

📞
Case 00534654
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Nov 4, 1:30 PM
Created
Oct 13, 9:05 AM
Invoice #
SM-253695

Work Details (6)

Name Type Status Qty Amount Date
WL-02996226 Labor Open 1.75 $0.00 Nov 4, 6:16 PM
WL-02996227 Labor Open 4 $1,414.00 Nov 4, 6:16 PM
WL-02996228 Labor Open 2 $0.00 Nov 4, 6:16 PM
WL-02996229 Travel Open 70 - Nov 4, 6:16 PM
WL-02996230 Travel Open 64 - Nov 4, 6:16 PM
WL-02996231 Expenses Open 1 $0.00 Nov 4, 6:16 PM

Details