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WO-01316530 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Evaluation • P3

📍 Stony Brook - OBG- BOHEMIA - 20412 — 4875 SUNRISE HIGHWAY SUITE 200, BOHEMIA NY, 11716-4630

Nov 20, 2025 → Dec 1, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Nov 25, 2025
✗ SLA Missed (2 biz days late)
Active: 5 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Dec 1, 2025)
SLA Target
▶ Clock Running
Status: Created
Nov 20 → Nov 20, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 20 → Nov 21, 2025
1 business day (counted)
Running total: 1 of 3 biz days used
▶ Clock Running
Status: Assigned
Nov 21 → Nov 21, 2025
0 business days (counted)
Running total: 1 of 3 biz days used
4d
▶ Clock Running
Status: Scheduled
Nov 21 → Dec 1, 2025
4 business days (counted)
Running total: 5 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Dec 1 → Dec 1, 2025
0 business days (counted)
Running total: 5 of 3 biz days used
Created: Nov 20, 2025 Completed: Dec 1, 2025
Business Days Used 5 / 3
0 3d budget +2d over
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Nov 20 → Nov 20 Created ▶ Running 0 0 / 3
Nov 20 → Nov 21 Ready for Scheduling ▶ Running 1 1 / 3
Nov 21 → Nov 21 Assigned ▶ Running 0 1 / 3
Nov 21 → Dec 1 Scheduled ▶ Running 4 5 / 3
Dec 1 → Dec 1 Tech On Site ▶ Running 0 5 / 3
Dispatch 0.0d
Coordinators 7.0d
Field Work 0.3d
Incomplete 0.7d (excluded)
Billing 49.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
7.0 days
Over SLA
Field Work
0.3 days
Incomplete (excluded from total)
0.7 days
Billing
49.6 days
Created: Nov 20, 2025 Due: Nov 25, 2025 Completed: Dec 2, 2025 (6 days late)
📅
6.4 days Total Age
⏱️
47.6d in Invoiced Longest Stage
🔄
11 transitions Status Changes
⚠️
4.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

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🎫
Case #00545305
Follow up to WO-01295778 * no quote needed per SMC
Closed
Follow up to WO-01295778 Inspection #: 29152 Asset ID: 12939352 Model: Welch Allyn - GS Exam Light IV Notes: Completed annual inspection, system passed. All Operational and Functional Tests Passed and Returned to Service. Base needs to be attached to light. Out of tolerance. The technician will need to evaluate light for repair and possible parts needed. Inspection #: 29152 Asset ID: 12939369 Model: Welch Allyn - GS Exam Light IV Notes: Completed annual inspection, system passed. All Operational and Functional Tests Passed and Returned to Service. Inspect chassis and A.C. cord for damage. Need to attached base to light. The technician will need to evaluate light for repair and possible parts needed.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Lauren Worhle
Owner
Sherry Reich
Created
Nov 19, 2025
Work Orders from this Case (2)
WO-01316525 Invoiced
Evaluation • Mohamed Shareed
Created: Nov 20, 2025 • Closed: Dec 1, 2025
WO-01316530 (current) Invoiced
Evaluation • Mohamed Shareed
Created: Nov 20, 2025 • Closed: Dec 1, 2025
Completed with minor delays
Invoiced • 104 days old
🚨
Primary Delay 47.6 days stuck in "Invoiced"
⏱️
Total Delay 4.8 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
1.8d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
5.0d / 2.0d SLA
Completed
0.3d / 1.0d SLA
Incomplete
0.7d
Closed
2.1d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Invoiced
47.6d
Billing Correction Needed
2.0d

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
02/11/2026 Jsackett - Deleted SM-248088, returned WO to Billing Correction for Update + Rebill direct to Stony Brook.


12/1 KWeiss, Chatter sent to tech to close w/o for follow up repair case to be created. Can not quote repair from an evaluation w/o.

11/21 KSmith -- Scheduled for 12/1 with Lauren on WO-01316525

11/21 KSmith -- Sent email to schedule for 12/1 on WO-01316525. All FSEs are booked until then. Shawn is aware SLA will be missed

🔧 Work Performed
Asset ID: 12939369 - Found short down pipe missing hardware and broken bolt inside threaded pipe. Spoke with Debbie at welch Allyn tech support. Debbie advised there are no sub parts for light stand. Light stand will need to be replaced. Need part #48950 green series exam 4.
🔍 Technician Findings
Found light stand separated from base.
⚠️ Problem Description
Follow up to WO-01295778 Inspection #: 29152 Inspection #: 29152 Asset ID: 12939369 Model: Welch Allyn - GS Exam Light IV Notes: Completed annual inspection, system passed. All Operational and Functional Tests Passed and Returned to Service. Inspect chassis and A.C. cord for damage. Need to attached base to light. The technician will need to evaluate light for repair and possible parts needed. https://www.ebiotrack.com/workorder.php?wo=69857

Timeline

📞
Case Linked Nov 19, 2:33 PM
Case Number: 00545305
Subject: Follow up to WO-01295778 * no quote needed per SMC
Status: Closed
📋
▶
2 Work Order Created Nov 20, 12:27 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
▶
2 Technician Assigned Nov 21, 8:27 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 19h 58m
🗓️
▶
2 Status: Scheduled Nov 21, 9:31 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-01T19:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Dec 1, 3:44 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 10d 6h
⏱️
▶
2 3x Labor Added Dec 1, 6:26 PM
3x Labor Added → Status: Incomplete
⚠️
Status: Incomplete by Mohamed Shareed
From: Completed, Tech On Site
To: Incomplete, Completed
Duration in Previous: 2h 42m, 0m
🏁
Status: Closed by Mohamed Shareed Dec 1, 11:39 PM
From: Incomplete
To: Closed
Duration in Previous: 5h 12m
⏳ 2.0 business days
📄
▶
2 Status: Ready to Bill Dec 3, 2:14 PM
Status: Ready to Bill → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1m, 0m
🚨 48.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 11:17 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 69d 21h, 0m
⏳ 2.0 business days
🏁
Status: Closed by Dylan Nakoff Feb 12, 12:31 PM
From: Billing Correction Needed
To: Closed
Duration in Previous: 1d 1h
📄
Status: Ready to Bill by Diane Patton Feb 12, 1:34 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1h 2m, 0m
🚨 14.0 business days
🧾
Invoice Created Mar 4, 1:33 PM
Invoice Number: SM-253713

Bottlenecks

Ready for Scheduling
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.5 business hours
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00545305
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Evaluation
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Dec 1, 2:00 PM
Created
Nov 20, 12:27 PM
Invoice #
SM-253713

Work Details (3)

Name Type Status Qty Amount Date
WL-03022844 Labor Open 0.75 $102.75 Dec 1, 6:26 PM
WL-03022845 Labor Open 2.25 $0.00 Dec 1, 6:26 PM
WL-03022846 Travel Open 50 - Dec 1, 6:26 PM

Details