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WO-01300704 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Inspection • PSM

📍 Stony Brook - FMD- PATCHOGUE - 20324 — 285 SILLS RD, Bldg. 12, Suite C, PATCHOGUE NY, 11772

Sep 2, 2025 → Dec 1, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (40 biz days late)
Active: 61 biz days
🕐 Clock stopped: Completed (Dec 2, 2025)
▶ Clock Running
Status: Created
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
15d
▶ Clock Running
Status: Ready for Scheduling
Sep 2 → Sep 23, 2025
15 business days (counted)
Running total: 15 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 23 → Sep 25, 2025
2 business days (counted)
Running total: 17 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 25 → Sep 30, 2025
3 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Entered
Sep 30 → Sep 30, 2025
0 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 30 → Sep 30, 2025
0 business days (counted)
Running total: 20 of ? biz days used
28d
▶ Clock Running
Status: Scheduled
Sep 30 → Nov 10, 2025
28 business days (counted)
Running total: 48 of ? biz days used
▶ Clock Running
Status: Reschedule
Nov 10 → Nov 11, 2025
0 business days (counted)
Running total: 48 of ? biz days used
13d
▶ Clock Running
Status: Scheduled
Nov 11 → Dec 2, 2025
13 business days (counted)
Running total: 61 of ? biz days used
Created: Sep 2, 2025 Completed: Dec 2, 2025
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Sep 2 → Sep 2 Created ▶ Running 0 0
Sep 2 → Sep 23 Ready for Scheduling ▶ Running 15 15
Sep 23 → Sep 25 Assigned ▶ Running 2 17
Sep 25 → Sep 30 Scheduled ▶ Running 3 20
Sep 30 → Sep 30 Entered ▶ Running 0 20
Sep 30 → Sep 30 Assigned ▶ Running 0 20
Sep 30 → Nov 10 Scheduled ▶ Running 28 48
Nov 10 → Nov 11 Reschedule ▶ Running 0 48
Nov 11 → Dec 2 Scheduled ▶ Running 13 61
Dispatch 0.0d
Coordinators 63.2d
Billing 50.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
63.2 days
Over SLA
Billing
50.0 days
Created: Sep 2, 2025 Due: Dec 1, 2025 Completed: Dec 2, 2025 (on time)
📅
60.8 days Total Age
⏱️
48.0d in Invoiced Longest Stage
🔄
13 transitions Status Changes
⚠️
56.2d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
📋
Coordinator Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00523665
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 57 https://www.ebiotrack.com/inspection.php?iid=29807
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jessica Jason
Owner
Shelby Robinson
Created
Sep 2, 2025
Work Orders from this Case (1)
WO-01300704 (current) Invoiced
Inspection • Edward Arias
Created: Sep 2, 2025 • Closed: Dec 1, 2025
Completed with significant delays
Invoiced • 414 days old
🚨
Primary Delay 48.0 days stuck in "Invoiced"
⏱️
Total Delay 56.2 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
15.7d / 1.0d SLA
Assigned
2.4d / 0.5d SLA
Scheduled
44.6d / 2.0d SLA
Reschedule
0.5d / 2.0d SLA
Closed
2.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Invoiced
48.0d
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-248033, returned WO to Billing Correction for Update + Rebill direct to Stony Brook. 11/11 KSmith -- Rescheduled for 12/1 with Jessica

11/10 KSmith -- Need to reschedule due to repairs. Sent email to reschedule for 12/1

9/25 KSmith -- Scheduled for 11/12 with Jessica. Jessica requested 8am if possible

9/25 KSmith -- Jessica requested 10/1. Advised site is not due until November and we are fully booked until November. Awaiting response

9/25 KSmith -- Sent email to schedule for 11/21

9/23 KSmith -- Sent email to schedule for 11/21

🔧 Work Performed
Inspection completed 57 units.
🔍 Technician Findings
Inspection due
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service Equipment: 57 https://www.ebiotrack.com/inspection.php?iid=29807

Timeline

📞
Case Linked Sep 2, 7:00 AM
Case Number: 00523665
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Sep 2, 2:12 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
🚨 16.0 business days
👷
▶
2 Technician Assigned Sep 23, 4:28 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 21d 2h
⏳ 2.9 business days
🗓️
▶
2 Status: Scheduled Sep 25, 11:37 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-12T15:00:00.000+0000
⏳ 4.0 business days
🆕
▶
3 Status: Entered Sep 30, 4:16 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: a0h8Y00000JjDuVQAV, Edward Arias
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-12T15:00:00.000+0000
🚨 29.0 business days
📅
Dispatch Scheduled by Kourtney Smith Nov 10, 11:16 AM
Scheduled For: 2025-11-12T18:00:00.000+0000
🔄
Status: Reschedule by Kourtney Smith Nov 10, 3:09 PM
From: Scheduled
To: Reschedule
Duration in Previous: 40d 23h
🗓️
▶
2 Status: Scheduled Nov 11, 2:04 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-12-01T16:00:00.000+0000
🚨 12.0 business days
⏱️
3x Labor Added Dec 1, 12:25 PM
Type: Labor, Travel
Status: Open
Qty: 2, 84, 72
⏱️
▶
2 2x Labor Added Dec 1, 7:51 PM
2x Labor Added → Status: Completed
✔️
Status: Completed by Edward Arias
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 20d 5h, 0m
⏳ 2.5 business days
📄
▶
2 Status: Ready to Bill Dec 3, 10:02 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
🚨 48.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 10:26 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 70d 0h, 0m
⏳ 2.0 business days
🏁
Status: Closed by Dylan Nakoff Feb 12, 11:13 AM
From: Billing Correction Needed
To: Closed
Duration in Previous: 1d 0h
📄
▶
2 Status: Ready to Bill Feb 12, 1:47 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: 2m, 1m
🚨 55.0 business days
🧾
Invoice Created Apr 30, 4:20 PM
Invoice Number: SM-253725

Bottlenecks

Ready for Scheduling
Duration: 15.7 business days (threshold: 1.0 business days)
Exceeded by 14.7 business days
Assigned
Duration: 2.4 business days (threshold: 4.0 business hours)
Exceeded by 1.9 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 28.5 business days (threshold: 2.0 business days)
Exceeded by 26.5 business days
Scheduled
Duration: 12.1 business days (threshold: 2.0 business days)
Exceeded by 10.1 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00523665
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Edward Arias
Scheduled
Dec 1, 11:00 AM
Created
Sep 2, 2:12 PM
Invoice #
SM-253725

Work Details (5)

Name Type Status Qty Amount Date
WL-03022433 Labor Open 2 $0.00 Dec 1, 12:25 PM
WL-03022434 Travel Open 84 - Dec 1, 12:25 PM
WL-03022435 Travel Open 72 - Dec 1, 12:25 PM
WL-03022956 Labor Open 3.5 $1,414.00 Dec 1, 7:51 PM
WL-03022957 Labor Open 2.5 $0.00 Dec 1, 7:51 PM

Details