Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01303940 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Inspection • PSM

📍 Stony Brook - SUR- COMMACK - 20438 — 500 COMMACK RD SUITE 102, COMMACK NY, 11725

Sep 11, 2025 → Nov 3, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (22 biz days late)
Active: 36 biz days
🕐 Clock stopped: Completed (Nov 3, 2025)
▶ Clock Running
Status: Created
Sep 11 → Sep 11, 2025
0 business days (counted)
Running total: 0 of ? biz days used
8d
▶ Clock Running
Status: Ready for Scheduling
Sep 11 → Sep 23, 2025
8 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 23 → Sep 24, 2025
1 business day (counted)
Running total: 9 of ? biz days used
27d
▶ Clock Running
Status: Scheduled
Sep 24 → Nov 3, 2025
27 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 3 → Nov 3, 2025
0 business days (counted)
Running total: 36 of ? biz days used
Created: Sep 11, 2025 Completed: Nov 3, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 11 → Sep 11 Created ▶ Running 0 0
Sep 11 → Sep 23 Ready for Scheduling ▶ Running 8 8
Sep 23 → Sep 24 Assigned ▶ Running 1 9
Sep 24 → Nov 3 Scheduled ▶ Running 27 36
Nov 3 → Nov 3 Tech On Site ▶ Running 0 36
Dispatch 0.0d
Coordinators 38.4d
Field Work 0.5d
Billing 66.6d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
38.4 days
Over SLA
Field Work
0.5 days
Billing
66.6 days
Created: Sep 11, 2025 Due: Nov 26, 2025 Completed: Nov 3, 2025 (23 days early)
📅
37.0 days Total Age
⏱️
64.4d in Invoiced Longest Stage
🔄
11 transitions Status Changes
⚠️
36.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00526270
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 46 Pcs https://www.ebiotrack.com/inspection.php?iid=29995
Priority
Standard
Origin
Email
Reason
New Case
Contact
NANCY GRANDINETTE
Owner
Kimberly Hardison
Created
Sep 11, 2025
Work Orders from this Case (1)
WO-01303940 (current) Invoiced
Inspection • Mohamed Shareed
Created: Sep 11, 2025 • Closed: Nov 3, 2025
Completed with significant delays
Invoiced • 405 days old
🚨
Primary Delay 64.4 days stuck in "Invoiced"
⏱️
Total Delay 36.5 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
9.0d / 1.0d SLA
Assigned
1.5d / 0.5d SLA
Scheduled
28.0d / 2.0d SLA
Tech On Site
0.5d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.8d / 1.0d SLA
Invoiced
64.4d
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-245669, returned WO to Billing Correction for Update + Rebill direct to Stony Brook. 9/24 KSmith -- Scheduled for 11/7 per Donna's request

9/23 KSmith -- Sent email to Donna to schedule for 11/4

9/16/2025 LHill-rec'd email from Nancy-I added Donna Flynn the Lead LPN in Commack. We are moving into a new suite, same location, and same suite #. We are waiting for the move date, most likely the first week in October.

 

I think it would be best to inspect the equipment after the move.

See logged email.


09/16/2025 LHill-sent email to Nancy Grandinette at nancy.grandinette@stonybrookmedicine.edu to confirm contact & equipment.


09/16/2025 LHill-LM at 631-638-1670  for Nancy Grandinette to confirm contact & equipment. 

 

🔧 Work Performed
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-20438-29995.
🔍 Technician Findings
Completed annual inspection. All work documented in ebiotrack S.O #: 2860538-20438-29995.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 46 Pcs https://www.ebiotrack.com/inspection.php?iid=29995

Timeline

📞
Case Linked Sep 11, 7:00 AM
Case Number: 00526270
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
2 Work Order Created Sep 11, 11:52 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 9.0 business days
👷
▶
2 Technician Assigned Sep 23, 4:20 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 12d 4h
🗓️
▶
2 Status: Scheduled Sep 24, 12:22 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-07T14:00:00.000+0000
🚨 28.0 business days
📅
▶
2 Dispatch Scheduled Nov 3, 9:58 AM
Dispatch Scheduled → Status: Tech On Site
🔧
Status: Tech On Site by Mohamed Shareed
From: Scheduled
To: Tech On Site
Duration in Previous: 39d 22h
⏱️
▶
2 4x Labor Added Nov 3, 2:09 PM
4x Labor Added → Status: Completed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site
To: Completed
Duration in Previous: 4h 12m
🏁
Status: Closed by Mohamed Shareed Nov 3, 2:17 PM
From: Completed
To: Closed
Duration in Previous: 5m
⏳ 3.0 business days
📄
Status: Ready to Bill by Diane Patton Nov 5, 3:47 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 2d 1h, 0m
🚨 65.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 10:27 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 97d 18h, 0m
⏳ 2.0 business days
🏁
Status: Closed by Dylan Nakoff Feb 12, 11:14 AM
From: Billing Correction Needed
To: Closed
Duration in Previous: 1d 0h
📄
Status: Ready to Bill by Diane Patton Feb 12, 12:53 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1h 39m
📨
▶
2 Status: Invoice Pending Feb 12, 2:26 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-253747

Bottlenecks

Ready for Scheduling
Duration: 9.0 business days (threshold: 1.0 business days)
Exceeded by 8.0 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 7.7 business hours
Scheduled
Duration: 28.0 business days (threshold: 2.0 business days)
Exceeded by 26.0 business days
Closed
Duration: 2.6 business days (threshold: 1.0 business days)
Exceeded by 1.6 business days

🔗 Related Artifacts

📞
Case 00526270
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Nov 3, 10:00 AM
Created
Sep 11, 11:52 AM
Invoice #
SM-253747

Work Details (4)

Name Type Status Qty Amount Date
WL-02994094 Labor Open 1.5 $0.00 Nov 3, 2:09 PM
WL-02994095 Labor Open 3.75 $1,414.00 Nov 3, 2:09 PM
WL-02994096 Travel Open 38 - Nov 3, 2:09 PM
WL-02994097 Expenses Open 1 $0.00 Nov 3, 2:09 PM

Details