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← WO Overview

WO-01309000 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Inspection • PSM

📍 SB CPMP Immediate Care - 22658 — 500 Commack Rd. Ste 109, Commack NY, 11725

Oct 13, 2025 → Dec 1, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (17 biz days late)
Active: 32 biz days
🕐 Clock stopped: Completed (Dec 1, 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 16, 2025
3 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 16 → Oct 16, 2025
0 business days (counted)
Running total: 3 of ? biz days used
29d
▶ Clock Running
Status: Scheduled
Oct 16 → Dec 1, 2025
29 business days (counted)
Running total: 32 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 1 → Dec 1, 2025
0 business days (counted)
Running total: 32 of ? biz days used
Created: Oct 13, 2025 Completed: Dec 1, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 13 → Oct 13 Created ▶ Running 0 0
Oct 13 → Oct 16 Ready for Scheduling ▶ Running 3 3
Oct 16 → Oct 16 Assigned ▶ Running 0 3
Oct 16 → Dec 1 Scheduled ▶ Running 29 32
Dec 1 → Dec 1 Tech On Site ▶ Running 0 32
Coordinators 33.1d
Field Work 0.4d
Billing 50.5d
✗ SLA Missed
Coordinators
33.1 days
Over SLA
Field Work
0.4 days
Billing
50.5 days
Created: Oct 13, 2025 Due: Dec 31, 2025 Completed: Dec 1, 2025 (30 days early)
📅
32.0 days Total Age
⏱️
48.5d in Invoiced Longest Stage
🔄
9 transitions Status Changes
⚠️
30.7d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00534804
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 32 https://www.ebiotrack.com/inspection.php?iid=30652
Priority
Standard
Origin
Email
Reason
New Case
Contact
Kerri Reino
Owner
Shelby Robinson
Created
Oct 12, 2025
Work Orders from this Case (1)
WO-01309000 (current) Invoiced
Inspection • Mohamed Shareed
Created: Oct 13, 2025 • Closed: Dec 1, 2025
Completed with significant delays
Invoiced • 142 days old
🚨
Primary Delay 48.5 days stuck in "Invoiced"
⏱️
Total Delay 30.7 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
0.2d / 0.5d SLA
Scheduled
29.9d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Invoiced
48.5d
Billing Correction Needed
2.0d

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
02/11/2026 Jsackett - Deleted SM-248003, returned WO to Billing Correction for Update + Rebill direct to Stony Brook. 10/16 KSmith -- Scheduled for 12/1 with Cherrell

10/16 KSmith -- Per Kerri, need to schedule with Cherrel and Victor

Lynch, Cherrel Denise <Cherrel.Gaston@stonybrookmedicine.edu>

Tarsia, Victor <Victor.Tarsia@stonybrookmedicine.edu>

10/16 KSmith -- Sent email to schedule for 12/1

🔧 Work Performed
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-22658-30652.
🔍 Technician Findings
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-22658-30652.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 32 https://www.ebiotrack.com/inspection.php?iid=30652

Timeline

📞
Case Linked Oct 12, 7:00 AM
Case Number: 00534804
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
0.0 business days
📋
2 Work Order Created Oct 13, 10:32 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
3.0 business days
👷
2 Technician Assigned Oct 16, 11:25 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 3d 0h
🗓️
2 Status: Scheduled Oct 16, 12:53 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-01T15:00:00.000+0000
🚨 30.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Dec 1, 9:38 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 45d 21h
⏱️
2 4x Labor Added Dec 1, 12:31 PM
4x Labor Added → Status: Completed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 2h 54m, 0m
2.0 business days
📄
Status: Ready to Bill by Diane Patton Dec 2, 3:08 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 2h, 0m
🚨 49.0 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: 70d 19h, 0m
2.0 business days
🏁
Status: Closed by Dylan Nakoff Feb 12, 12:56 PM
From: Billing Correction Needed
To: Closed
Duration in Previous: 1d 2h
📄
2 Status: Ready to Bill Feb 12, 2:07 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-253734

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 29.9 business days (threshold: 2.0 business days)
Exceeded by 27.9 business days
Closed
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.4 business hours

🔗 Related Artifacts

📞
Case 00534804
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Dec 1, 10:00 AM
Created
Oct 13, 10:32 AM
Invoice #
SM-253734

Work Details (4)

Name Type Status Qty Amount Date
WL-03022445 Labor Open 1.25 $0.00 Dec 1, 12:31 PM
WL-03022446 Labor Open 3.25 $1,414.00 Dec 1, 12:31 PM
WL-03022447 Travel Open 38 - Dec 1, 12:31 PM
WL-03022448 Expenses Open 1 $0.00 Dec 1, 12:31 PM

Details