Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01306583 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Inspection • PSM

📍 Stony Brook - RAD-ORTHO RIVERHEAD - 20531 — 74 COMMERCE DRIVE (located inside the ORTHO Suite), RIVERHEAD NY, 11901

Sep 29, 2025 → Nov 7, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (26 biz days late)
Active: 28 biz days
🕐 Clock stopped: Completed (Nov 7, 2025)
▶ Clock Running
Status: Created
Sep 29 → Sep 29, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 29 → Oct 1, 2025
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 1 → Oct 2, 2025
1 business day (counted)
Running total: 3 of ? biz days used
25d
▶ Clock Running
Status: Scheduled
Oct 2 → Nov 7, 2025
25 business days (counted)
Running total: 28 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 7 → Nov 7, 2025
0 business days (counted)
Running total: 28 of ? biz days used
Created: Sep 29, 2025 Completed: Nov 7, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 29 → Sep 29 Created ▶ Running 0 0
Sep 29 → Oct 1 Ready for Scheduling ▶ Running 2 2
Oct 1 → Oct 2 Assigned ▶ Running 1 3
Oct 2 → Nov 7 Scheduled ▶ Running 25 28
Nov 7 → Nov 7 Tech On Site ▶ Running 0 28
Dispatch 0.0d
Coordinators 30.7d
Field Work 0.6d
Billing 63.2d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
30.7 days
Over SLA
Field Work
0.6 days
Billing
63.2 days
Created: Sep 29, 2025 Due: Nov 26, 2025 Completed: Nov 7, 2025 (19 days early)
📅
29.0 days Total Age
⏱️
61.0d in Invoiced Longest Stage
🔄
12 transitions Status Changes
⚠️
28.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
1 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 #00530979
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 1 piece https://www.ebiotrack.com/inspection.php?iid=30342
Priority
Standard
Origin
Email
Reason
New Case
Contact
Emmanual Thomas
Owner
Sherry Reich
Created
Sep 28, 2025
Work Orders from this Case (1)
WO-01306583 (current) Invoiced
Inspection • Mohamed Shareed
Created: Sep 29, 2025 • Closed: Nov 7, 2025
Completed with significant delays
Invoiced • 387 days old
🚨
Primary Delay 61.0 days stuck in "Invoiced"
⏱️
Total Delay 28.4 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
3.0d / 1.0d SLA
Assigned
1.9d / 0.5d SLA
Scheduled
25.9d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA
Invoiced
61.0d
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-246282, returned WO to Billing Correction for Update + Rebill direct to Stony Brook. 10/2 KSmith -- Scheduled for 11/7 with Katie

10/2 KSmith -- Nicholas advised that Katie also needs to be included in the scheduling. Provided dates to Nicholas and Katie to schedule inspection

Dinizio, Katie <Katie.Dinizio@stonybrookmedicine.edu>

10/2 KSmith -- Emmanuel advised we need to schedule with Nicholas and Makenna

Rivera, Nicholas Angelo <Nicholas.Rivera@stonybrookmedicine.edu>

Chaparro, Makenna M <Makenna.Chaparro@stonybrookmedicine.edu>

10/1 KSmith -- Sent email to schedule for 11/4

🔧 Work Performed
Tagged/added to inventory. All work documented in ebiotrack S.O #: 2860538-20531-30342.
🔍 Technician Findings
Tagged/added to inventory. All work documented in ebiotrack S.O #: 2860538-20531-30342.
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 1 piece https://www.ebiotrack.com/inspection.php?iid=30342

Timeline

📞
Case Linked Sep 28, 7:00 AM
Case Number: 00530979
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
⏳ 1.0 business days
📋
▶
2 Work Order Created Sep 29, 10:18 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⏳ 3.0 business days
👷
▶
2 Technician Assigned Oct 1, 1:11 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 2h
📅
▶
2 Dispatch Scheduled Oct 2, 1:05 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Assigned
To: Scheduled
Duration in Previous: 23h 54m
🚨 26.0 business days
🔧
Status: Tech On Site by Mohamed Shareed Nov 7, 12:29 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 36d 0h
⏱️
▶
3 Labor Added Nov 7, 5:34 PM
Labor Added → Status: Completed → Status: Closed
✔️
Status: Completed by Mohamed Shareed
From: Tech On Site
To: Completed
Duration in Previous: 5h 6m
🏁
Status: Closed by Mohamed Shareed
From: Completed
To: Closed
Duration in Previous: 1m
⏳ 2.8 business days
📄
▶
2 Status: Ready to Bill Nov 12, 10:38 AM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
🚨 61.0 business days
💵
Status: Billing Review by Jane Sackett Feb 11, 10:36 AM
From: Invoiced, Billing Review
To: Billing Review, Billing Correction Needed
Duration in Previous: 90d 23h, 0m
⏳ 2.0 business days
🏁
Status: Closed by Dylan Nakoff Feb 12, 11:18 AM
From: Billing Correction Needed
To: Closed
Duration in Previous: 1d 0h
📄
Status: Ready to Bill by Diane Patton Feb 12, 12:35 PM
From: Closed
To: Ready to Bill
Duration in Previous: 1h 17m
📨
▶
2 Status: Invoice Pending Feb 12, 2:22 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-253743

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 1.9 business days (threshold: 4.0 business hours)
Exceeded by 1.4 business days
Scheduled
Duration: 25.9 business days (threshold: 2.0 business days)
Exceeded by 23.9 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days

🔗 Related Artifacts

📞
Case 00530979
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Mohamed Shareed
Scheduled
Nov 7, 2:30 PM
Created
Sep 29, 10:18 AM
Invoice #
SM-253743

Work Details (1)

Name Type Status Qty Amount Date
WL-03000439 Labor Open 0.25 $1,414.00 Nov 7, 5:34 PM

Details