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WO-01315559 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Inspection • PSM

📍 STONY BROOK SURGICAL ASSOCIATES, UFPC - 20713 — 4 Smith Haven Mall Suite 200, Lake Grove NY, 11755

Nov 17, 2025 → Feb 20, 2026

✅ Completed
PSM
SLA Clock
Last business day of November 2025 · Target: Nov 28, 2025
✗ SLA Missed (56 biz days late)
Active: 63 biz days
🕐 Clock stopped: Completed (Feb 21, 2026)
▶ Clock Running
Status: Created
Nov 17 → Nov 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 17 → Nov 24, 2025
5 business days (counted)
Running total: 5 of ? biz days used
11d
▶ Clock Running
Status: Assigned
Nov 24 → Dec 11, 2025
11 business days (counted)
Running total: 16 of ? biz days used
▶ Clock Running
Status: Entered
Dec 11 → Dec 12, 2025
1 business day (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 12 → Dec 12, 2025
0 business days (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Assigned
Dec 12 → Dec 12, 2025
0 business days (counted)
Running total: 17 of ? biz days used
25d
▶ Clock Running
Status: Scheduled
Dec 12 → Jan 21, 2026
25 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Reschedule
Jan 21 → Jan 21, 2026
0 business days (counted)
Running total: 42 of ? biz days used
▶ Clock Running
Status: Scheduled
Jan 21 → Jan 26, 2026
3 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: On Hold
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 45 of ? biz days used
▶ Clock Running
Status: Reschedule
Jan 26 → Jan 27, 2026
1 business day (counted)
Running total: 46 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Jan 27 → Feb 7, 2026
8 business days (counted)
Running total: 54 of ? biz days used
▶ Clock Running
Status: Reschedule
Feb 7 → Feb 9, 2026
1 business day (counted)
Running total: 55 of ? biz days used
8d
▶ Clock Running
Status: Scheduled
Feb 9 → Feb 21, 2026
8 business days (counted)
Running total: 63 of ? biz days used
Created: Nov 17, 2025 Completed: Feb 21, 2026
Show SLA Clock Detail (14 periods)
Period Status Clock Biz Days Running Total
Nov 17 → Nov 17 Created ▶ Running 0 0
Nov 17 → Nov 24 Ready for Scheduling ▶ Running 5 5
Nov 24 → Dec 11 Assigned ▶ Running 11 16
Dec 11 → Dec 12 Entered ▶ Running 1 17
Dec 12 → Dec 12 Ready for Scheduling ▶ Running 0 17
Dec 12 → Dec 12 Assigned ▶ Running 0 17
Dec 12 → Jan 21 Scheduled ▶ Running 25 42
Jan 21 → Jan 21 Reschedule ▶ Running 0 42
Jan 21 → Jan 26 Scheduled ▶ Running 3 45
Jan 26 → Jan 26 On Hold ▶ Running 0 45
Jan 26 → Jan 27 Reschedule ▶ Running 1 46
Jan 27 → Feb 7 Scheduled ▶ Running 8 54
Feb 7 → Feb 9 Reschedule ▶ Running 1 55
Feb 9 → Feb 21 Scheduled ▶ Running 8 63
Dispatch 1.8d
Coordinators 68.1d
Billing 0.0d
✗ SLA Missed
Dispatch
1.8 days
Over SLA
Coordinators
68.1 days
Over SLA
Billing
0.0 days
Created: Nov 17, 2025 Due: Jan 30, 2026 Completed: Feb 21, 2026 (21 days late)
📅
63.9 days Total Age
⏱️
25.9d in Scheduled Longest Stage
🔄
16 transitions Status Changes
⚠️
59.0d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
22 lines Work Details
🚩
4 visits On-Site Trips
📋
Coordinator Scheduling
🚩
4 On-Site Visits (3 reschedules)
4 on-site visits — why were multiple trips needed?
Visit 1 Jan 19, 2026
Visit 2 Jan 20, 2026
Visit 3 Feb 6, 2026
Visit 4 Feb 20, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00544290
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 148 https://www.ebiotrack.com/inspection.php?iid=31259
Priority
Standard
Origin
Email
Reason
New Case
Contact
Roxanne Garcia
Owner
Shelby Robinson
Created
Nov 17, 2025
Work Orders from this Case (1)
WO-01315559 (current) Invoiced
Inspection • Edward Arias
Created: Nov 17, 2025 • Closed: Feb 20, 2026
Completed with significant delays
Invoiced • 107 days old
🚨
Primary Delay 25.9 days stuck in "Scheduled"
⏱️
Total Delay 59.0 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
1.8d / 0.5d SLA
Ready for Scheduling
6.1d / 1.0d SLA
Assigned
11.3d / 0.5d SLA
Scheduled
47.9d / 2.0d SLA
Reschedule
2.8d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA
WO Correction Needed
0.0d

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

2/25 SRogers: Missing parts added to SMX and moved to closed. Thank you.

2/9 KSmith -- Scheduled for 2/20 with Kathryn. 9-11am. Per Kathryn, "I will also look at the attached and get back to you regarding if the equipment is here or not. I glanced quickly at it and already see that some items are not here, like the microscopes and no x-ray view boxes were taken etc..."

2/9 KSmith -- Sent email to POCs to schedule for 2/20. Provided POCs the equipment list of units that has not been inspected yet to verify if the units are still in service or have been removed.

2/6 SRogers: Updating to reschedule - additional time needed to finish (a lot of equipment is missing and manager was not available to speak with to confirm if items have been retired or not).

1/30 KSmith -- FSE called off sick. Rescheduled for 2/6 with Jessica. 9-11am

1/21 KSmith -- Rescheduled for 1/29-1/30 while FSE was onsite on 1/28

1/21 SRogers: Updating to reschedule - additional day needed to finish due to an excessive amount of new (not in EBT) equipment needing to be added.

12/11 KSmith-- Kate requested 1/19-1/20. Scheduled for those dates with Kate. They are also going to be in a new location. Chatter to Dylan to update SMX and EBT

We will be in our new location in Lake Grove as of 12/22/25.

STONY BROOK SURGICAL ASSOCIATES, UFPC.

4 Smith Haven Mall, Suite 200

Lake Grove NY 11755

12/10 KSmith -- Sent email to schedule for 1/8-1/9

12/8 KSmith -- Sent email to schedule for 1/8-1/9

12/3 KSmith -- Sent email to schedule for 1/8-1/9

12/1 KSmith -- Sent email to schedule for 1/15-1/16

11/25 KSmith -- Sent email to schedule for 1/15-1/16

🔧 Work Performed
Annual Equipment Electrical Safety Test And Calibration Service
🔍 Technician Findings
Inspection due
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 148 https://www.ebiotrack.com/inspection.php?iid=31259

Timeline

📞
Case Linked Nov 17, 12:00 AM
Case Number: 00544290
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Nov 17, 11:30 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 2m
⚠️ 6.0 business days
👷
▶
2 Technician Assigned Nov 24, 4:37 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 7d 5h
🚨 11.9 business days
👷
Technician Assigned by Kourtney Smith Dec 11, 11:10 AM
Technician: Edward Arias
🆕
Status: Entered by Kourtney Smith Dec 11, 12:20 PM
From: Assigned
To: Entered
Duration in Previous: 16d 19h
📅
Status: Ready for Scheduling by Dylan Nakoff Dec 12, 10:01 AM
From: Entered
To: Ready for Scheduling
Duration in Previous: 21h 40m
👷
▶
3 Status: Assigned Dec 12, 11:35 AM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Edward Arias
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-01-19T14:00:00.000+0000
🚨 24.0 business days
⏱️
4x Labor Added Jan 19, 10:58 AM
Type: Labor, Travel
Status: Open
Qty: 2, 6, 64
⏱️
Labor Added Jan 19, 8:04 PM
Type: Labor
Status: Open
Qty: 2
⏳ 1.0 business days
⏱️
5x Labor Added Jan 20, 8:47 PM
Type: Labor, Travel
Status: Open
Qty: 2.5, 5.75, 64
🔄
Status: Reschedule by Shawn Rogers Jan 21, 8:06 AM
From: Scheduled
To: Reschedule
Duration in Previous: 39d 20h
🗓️
▶
2 Status: Scheduled Jan 21, 8:53 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-01-29T15:00:00.000+0000
⏳ 4.0 business days
⏸️
Status: On Hold by Mark Joseph Jan 26, 1:38 PM
From: Scheduled, On Hold
To: On Hold, Reschedule
Duration in Previous: 5d 4h, 0m
📅
▶
2 Dispatch Scheduled Jan 27, 8:57 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Reschedule
To: Scheduled
Duration in Previous: 19h 18m
⏳ 3.0 business days
📅
Dispatch Scheduled by Kourtney Smith Jan 29, 8:07 AM
Scheduled For: 2026-01-30T16:30:00.000+0000
📅
Dispatch Scheduled by Kourtney Smith Jan 30, 8:03 AM
Scheduled For: 2026-02-06T14:00:00.000+0000
⚠️ 6.0 business days
⏱️
3x Labor Added Feb 6, 10:08 AM
Type: Labor, Travel
Status: Open
Qty: 2, 64
⏱️
Labor Added Feb 6, 3:26 PM
Type: Labor
Status: Open
Qty: 6.75
⏱️
Labor Added Feb 6, 8:42 PM
Type: Labor
Status: Open
Qty: 1
🔄
Status: Reschedule by Shawn Rogers Feb 6, 9:22 PM
From: Scheduled
To: Reschedule
Duration in Previous: 10d 12h
⏳ 1.3 business days
🗓️
▶
2 Status: Scheduled Feb 9, 10:33 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-20T14:00:00.000+0000
⚠️ 9.0 business days
📅
Dispatch Scheduled by Kourtney Smith Feb 20, 9:34 AM
Scheduled For: 2026-02-20T16:30:00.000+0000
⏱️
▶
3 5x Labor Added Feb 20, 10:12 PM
5x Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Edward Arias
From: Scheduled
To: Completed
Duration in Previous: 11d 11h
🏁
Status: Closed by Edward Arias
From: Completed
To: Closed
Duration in Previous: 1m
⏳ 3.2 business days
✏️
▶
3 Status: WO Correction Needed Feb 25, 10:22 AM
Status: WO Correction Needed → 2x Parts Added → Status: Closed
🔩
2x Parts Added
Type: Parts
Status: Open
Qty: 1
🏁
Status: Closed by Shawn Rogers
From: WO Correction Needed
To: Closed
Duration in Previous: 4m
📄
▶
2 Status: Ready to Bill Feb 25, 10:30 AM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-254853

Bottlenecks

Ready for Scheduling
Duration: 5.9 business days (threshold: 1.0 business days)
Exceeded by 4.9 business days
Assigned
Duration: 11.3 business days (threshold: 4.0 business hours)
Exceeded by 10.8 business days
Entered
Duration: 1.8 business days (threshold: 4.0 business hours)
Exceeded by 1.3 business days
Scheduled
Duration: 25.9 business days (threshold: 2.0 business days)
Exceeded by 23.9 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Scheduled
Duration: 9.0 business days (threshold: 2.0 business days)
Exceeded by 7.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00544290
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Edward Arias
Scheduled
Feb 20, 11:30 AM
Created
Nov 17, 11:30 AM
Invoice #
SM-254853

Work Details (22)

Name Type Status Qty Amount Date
WL-03070262 Labor Open 2 $0.00 Jan 19, 10:58 AM
WL-03070263 Labor Open 6 $0.00 Jan 19, 10:58 AM
WL-03070264 Travel Open 64 - Jan 19, 10:58 AM
WL-03070265 Travel Open 64 - Jan 19, 10:58 AM
WL-03071100 Labor Open 2 $0.00 Jan 19, 8:04 PM
WL-03072646 Labor Open 2.5 $0.00 Jan 20, 8:47 PM
WL-03072647 Labor Open 5.75 $0.00 Jan 20, 8:47 PM
WL-03072648 Labor Open 2.5 $0.00 Jan 20, 8:47 PM
WL-03072649 Travel Open 64 - Jan 20, 8:47 PM
WL-03072650 Travel Open 64 - Jan 20, 8:47 PM
WL-03094987 Labor Open 2 $0.00 Feb 6, 10:08 AM
WL-03094988 Travel Open 64 - Feb 6, 10:08 AM
WL-03094989 Travel Open 64 - Feb 6, 10:08 AM
WL-03095628 Labor Open 6.75 $0.00 Feb 6, 3:26 PM
WL-03096188 Labor Open 1 $0.00 Feb 6, 8:42 PM
WL-03114864 Labor Open 0.5 $0.00 Feb 20, 10:12 PM
WL-03114865 Labor Open 4.5 $4,102.00 Feb 20, 10:12 PM
WL-03114866 Labor Open 2.75 $0.00 Feb 20, 10:12 PM
WL-03114867 Travel Open 16 - Feb 20, 10:12 PM
WL-03114868 Travel Open 64 - Feb 20, 10:12 PM
WL-03119204 Parts Open 1 $10.80 Feb 25, 10:25 AM
WL-03119205 Parts Open 1 $40.17 Feb 25, 10:25 AM

Details