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WO-01315568 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Inspection • PSM

📍 Stony Brook PED 181 Belle Meade - 22922 — 181 Belle Meade Road, Ste 3,, East Setauket NY, 11733

Nov 17, 2025 → Dec 16, 2025

✅ Completed
PSM
SLA Clock
Last business day of November 2025 · Target: Nov 28, 2025
✗ SLA Missed (11 biz days late)
Active: 19 biz days
🕐 Clock stopped: Completed (Dec 16, 2025)
▶ 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 18, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 18 → Nov 20, 2025
2 business days (counted)
Running total: 3 of ? biz days used
16d
▶ Clock Running
Status: Scheduled
Nov 20 → Dec 16, 2025
16 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: Tech On Site
Dec 16 → Dec 16, 2025
0 business days (counted)
Running total: 19 of ? biz days used
Created: Nov 17, 2025 Completed: Dec 16, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Nov 17 → Nov 17 Created ▶ Running 0 0
Nov 17 → Nov 18 Ready for Scheduling ▶ Running 1 1
Nov 18 → Nov 20 Assigned ▶ Running 2 3
Nov 20 → Dec 16 Scheduled ▶ Running 16 19
Dec 16 → Dec 16 Tech On Site ▶ Running 0 19
Dispatch 0.0d
Coordinators 21.2d
Field Work 0.2d
Billing 38.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
21.2 days
Over SLA
Field Work
0.2 days
Billing
38.6 days
Created: Nov 17, 2025 Due: Jan 30, 2026 Completed: Dec 16, 2025 (45 days early)
📅
19.9 days Total Age
⏱️
36.6d in Invoiced Longest Stage
🔄
12 transitions Status Changes
⚠️
19.6d 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 #00544299
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equipment: 3 https://www.ebiotrack.com/inspection.php?iid=31261
Priority
Standard
Origin
Email
Reason
New Case
Contact
Isabel Parides
Owner
John Rolston
Created
Nov 17, 2025
Work Orders from this Case (1)
WO-01315568 (current) Invoiced
Inspection • Mohamed Shareed
Created: Nov 17, 2025 • Closed: Dec 16, 2025
Completed with significant delays
Invoiced • 107 days old
🚨
Primary Delay 36.6 days stuck in "Invoiced"
⏱️
Total Delay 19.6 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
1.9d / 1.0d SLA
Assigned
3.0d / 0.5d SLA
Scheduled
16.4d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.9d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Invoiced
36.6d
Billing Correction Needed
2.0d
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
02/11/2026 Jsackett - Deleted SM-249382, returned WO to Billing Correction for Update + Rebill direct to Stony Brook. 12/2 KSmith -- Isabel wanted to move the service up sooner. Scheduled for 12/16.

11/20 KSmith -- Scheduled for 1/8 with Isabelle

11/20 KSmith -- Sent email to schedule for 1/8

11/18 KSmith -- Sent email to schedule for 1/6

🔧 Work Performed
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-22922-31261
🔍 Technician Findings
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-22922-31261
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Equipment: 3 https://www.ebiotrack.com/inspection.php?iid=31261

Timeline

📞
Case Linked Nov 17, 6:00 AM
Case Number: 00544299
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Nov 17, 12:08 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by John Rolston
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Nov 18, 11:12 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 23h 4m
3.0 business days
🗓️
2 Status: Scheduled Nov 20, 3:42 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-01-08T15:00:00.000+0000
⚠️ 7.0 business days
📅
Dispatch Scheduled by Kourtney Smith Dec 2, 11:52 AM
Scheduled For: 2025-12-16T15:00:00.000+0000
🚨 11.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Dec 16, 9:59 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 25d 18h
⏱️
4x Labor Added Dec 16, 10:22 AM
Type: Labor, Travel, Expenses
Status: Open
Qty: 2, 0.75, 53, 1
✔️
Status: Completed by Mohamed Shareed Dec 16, 11:35 AM
From: Tech On Site
To: Completed
Duration in Previous: 1h 36m
🏁
Status: Closed by Mohamed Shareed Dec 16, 11:49 AM
From: Completed
To: Closed
Duration in Previous: 13m
3.0 business days
📄
2 Status: Ready to Bill Dec 18, 2:20 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 37.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 11:15 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 54d 20h, 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 1h
📄
Status: Ready to Bill by Diane Patton Feb 12, 1:21 PM
From: Closed
To: Ready to Bill
Duration in Previous: 24m
📨
2 Status: Invoice Pending Feb 12, 1:37 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-253717

Bottlenecks

Ready for Scheduling
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 6.9 business hours
Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Scheduled
Duration: 16.4 business days (threshold: 2.0 business days)
Exceeded by 14.4 business days
Closed
Duration: 2.9 business days (threshold: 1.0 business days)
Exceeded by 1.9 business days

🔗 Related Artifacts

📞
Case 00544299
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Dec 16, 10:00 AM
Created
Nov 17, 12:08 PM
Invoice #
SM-253717

Work Details (4)

Name Type Status Qty Amount Date
WL-03039085 Labor Open 2 $0.00 Dec 16, 10:22 AM
WL-03039086 Labor Open 0.75 $1,414.00 Dec 16, 10:22 AM
WL-03039087 Travel Open 53 - Dec 16, 10:22 AM
WL-03039088 Expenses Open 1 $0.00 Dec 16, 10:22 AM

Details