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WO-01312890 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Virtual Tech - Field Repair • P3

📍 Stony Brook Urology, UFPC - 23936 — 4 Smith Haven Mall, Suite 110, Lake Grove NY, 11755

Nov 4, 2025 → Nov 7, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Nov 7, 2025
✗ SLA Missed
Active: 3 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Nov 7, 2025)
SLA Target
▶ Clock Running
Status: Created
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Nov 4 → Nov 4, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
3d
▶ Clock Running
Status: Scheduled
Nov 4 → Nov 7, 2025
3 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Entered
Nov 7 → Nov 7, 2025
0 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Assigned
Nov 7 → Nov 7, 2025
0 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Scheduled
Nov 7 → Nov 7, 2025
0 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Nov 7 → Nov 7, 2025
0 business days (counted)
Running total: 3 of 3 biz days used
Created: Nov 4, 2025 Completed: Nov 7, 2025
Business Days Used 3 / 3
0 3d budget
Show SLA Clock Detail (8 periods)
Period Status Clock Biz Days Running Total
Nov 4 → Nov 4 Created ▶ Running 0 0 / 3
Nov 4 → Nov 4 Ready for Scheduling ▶ Running 0 0 / 3
Nov 4 → Nov 4 Assigned ▶ Running 0 0 / 3
Nov 4 → Nov 7 Scheduled ▶ Running 3 3 / 3
Nov 7 → Nov 7 Entered ▶ Running 0 3 / 3
Nov 7 → Nov 7 Assigned ▶ Running 0 3 / 3
Nov 7 → Nov 7 Scheduled ▶ Running 0 3 / 3
Nov 7 → Nov 7 Tech On Site ▶ Running 0 3 / 3
Dispatch 0.0d
Coordinators 4.3d
Field Work 0.5d
Billing 63.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
4.3 days
Over SLA
Field Work
0.5 days
Billing
63.6 days
Over SLA
Created: Nov 4, 2025 Due: Nov 7, 2025 Completed: Nov 7, 2025 (on time)
📅
4.0 days Total Age
⏱️
55.5d in Invoiced Longest Stage
🔄
17 transitions Status Changes
⚠️
6.6d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
11 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00540690
<no subject>
Closed
Notes: Blood pressure cuff reading too high, inaccurate readings Midmark - IQ VITALS
Priority
Standard
Origin
Email
Reason
New Case
Contact
SHAUNA BACANY
Owner
Virtual Tech
Created
Nov 4, 2025
Work Orders from this Case (1)
WO-01312890 (current) Invoiced
Virtual Tech - Field Repair • Mohamed Shareed
Created: Nov 4, 2025 • Closed: Nov 7, 2025
Completed with minor delays
Invoiced • 120 days old
🚨
Primary Delay 55.5 days stuck in "Invoiced"
⏱️
Total Delay 6.6 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
0.3d / 1.0d SLA
Assigned
0.2d / 0.5d SLA
Scheduled
3.8d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Completed
0.1d / 1.0d SLA
Closed
2.3d / 1.0d SLA
Billing Review
5.9d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Invoiced
55.5d
Billing Correction Needed
2.0d
Ready to Bill
0.2d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
02/11/2026 Jsackett - Deleted SM-246996, returned WO to Billing Correction for Update + Rebill direct to Stony Brook.

11-21 DSR added EBT link for WO and S.O #: 2860538-23936-69891-wo


11/19/2025 DNakoff - First trip is not billable

11/12/25 DPatton - Please advise if the 1st trip is billable

11-7 dt After arriving at location, I reached out to Mohammad for guidance on this unit. Not sure how to diagnose this unit. He mentioned that I need a special blood pressure simulator. This work order should have been assigned to him or someone else with hcp credentials and tools. 


Mohammad being Superman said that he will come to this location today on his way home. Work order being reassigned to him. 


11/7 KSmith -- Reassigned to Mohamed. A special tool is needed to complete this and Mohamed is going to complete it this afternoon

11/4 KSmith -- Scheduled for Friday with POC

11/4 KSmith -- Sent email to schedule for Friday. Shawn advised Trost could do this WO

🔧 Work Performed
11/7/25 MShareed- Verified with pronk simcube all readings within range. Also had customer test on patient and reconfirmed readings with manual BP. All readings within range. Worked with site nurse Faith advised on checking BP tubing when questioning readings. Unit operating successful as intended.
🔍 Technician Findings
Customer states asset#13207377 is giving high BP readings.
⚠️ Problem Description
Notes: Blood pressure cuff reading too high, inaccurate readings Midmark - IQ VITALS https://www.ebiotrack.com/workorder.php?wo=69891

Timeline

📞
Case Linked Nov 4, 8:48 AM
Case Number: 00540690
Subject: <no subject>
Status: Closed
📋
2 Work Order Created Nov 4, 9:10 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Wendy Argueta
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Nov 4, 11:51 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2h 40m
🗓️
2 Status: Scheduled Nov 4, 1:29 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-07T14:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Kourtney Smith Nov 6, 11:59 AM
Scheduled For: 2025-11-07T18:00:00.000+0000
2.0 business days
🆕
4 Status: Entered Nov 7, 1:44 PM
Status: Entered → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: a0h5A00000HDTDDQA5, Mohamed Shareed
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-07T20:00:00.000+0000
🔧
Status: Tech On Site by Mohamed Shareed Nov 7, 2:35 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 50m
⏱️
2 6x Labor Added Nov 7, 5:48 PM
6x Labor Added → Status: Completed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site
To: Completed
Duration in Previous: 3h 15m
⏱️
5x Labor Added Nov 7, 6:12 PM
Type: Labor, Travel
Status: Open
Qty: 2, 1, 1.75, 77, 52
🏁
Status: Closed by Mohamed Shareed Nov 7, 6:25 PM
From: Completed
To: Closed
Duration in Previous: 34m
2.7 business days
💵
Status: Billing Review by Diane Patton Nov 12, 12:01 PM
From: Closed
To: Billing Review
Duration in Previous: 4d 17h
⚠️ 6.0 business days
🏁
Status: Closed by Dylan Nakoff Nov 19, 2:09 PM
From: Billing Review
To: Closed
Duration in Previous: 7d 2h
📄
2 Status: Ready to Bill Nov 19, 2:44 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 56.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 11:13 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 83d 20h, 0m
2.0 business days
🏁
Status: Closed by Dylan Nakoff Feb 12, 11:22 AM
From: Billing Correction Needed
To: Closed
Duration in Previous: 1d 0h
📄
Status: Ready to Bill by Diane Patton Feb 12, 12:29 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1h 7m
📨
Status: Invoice Pending by Diane Patton Feb 12, 2:11 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 1h 41m
💰
2 Status: Invoiced Feb 12, 2:17 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-253738

Bottlenecks

Scheduled
Duration: 3.7 business days (threshold: 2.0 business days)
Exceeded by 1.7 business days
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days
Billing Review
Duration: 5.9 business days (threshold: 2.0 business days)
Exceeded by 3.9 business days

🔗 Related Artifacts

📞
Case 00540690
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Nov 7, 3:00 PM
Created
Nov 4, 9:10 AM
Invoice #
SM-253738

Work Details (11)

Name Type Status Qty Amount Date
WL-03000492 Labor Open 0.75 $102.75 Nov 7, 5:48 PM
WL-03000493 Labor Open 0.75 $102.75 Nov 7, 5:48 PM
WL-03000494 Labor Open 1.75 $0.00 Nov 7, 5:48 PM
WL-03000495 Travel Open 28 - Nov 7, 5:48 PM
WL-03000496 Travel Open 47 - Nov 7, 5:48 PM
WL-03000497 Expenses Open 1 $0.00 Nov 7, 5:48 PM
WL-03000535 Labor Open 2 $0.00 Nov 7, 6:12 PM
WL-03000536 Labor Open 1 $0.00 Nov 7, 6:12 PM
WL-03000537 Labor Open 1.75 $0.00 Nov 7, 6:12 PM
WL-03000538 Travel Open 77 - Nov 7, 6:12 PM
WL-03000539 Travel Open 52 - Nov 7, 6:12 PM

Details