Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01306600 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Depot • PSM

📍 Stony Brook - OBG- COMMACK - 20413 — 500 COMMACK ROAD SUITE 200, COMMACK NY, 11725

Sep 29, 2025 → Apr 27, 2026

✅ Completed
PSM Last business day of September 2025
Target: Sep 30, 2025
🕐 Clock stopped: Invoiced (Apr 27)
⏸ 43d excluded (parts wait + holding)
✗ SLA Missed (166d late)
Dispatch 0.0d
Material Management 36.2d
Holding 36.6d (excluded)
Coordinators 64.8d
Field Work 0.0d
Incomplete 27.7d (excluded)
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
36.2 days
Over SLA
Holding (excluded from total)
36.6 days
Coordinators
64.8 days
Over SLA
Field Work
0.0 days
Incomplete (excluded from total)
27.7 days
Billing
0.0 days
Created: Sep 29, 2025 Due: Mar 18, 2026 Completed: Apr 27, 2026 (39 days late)
📅
151.0 days Total Age
⏱️
27.4d in Reschedule Longest Stage
🔄
30 transitions Status Changes
⚠️
80.1d over Total Delay
📦
6 orders, 0 quotes Parts & Quotes
📝
6 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (5 reschedules)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Samuel A Klein — scheduling delays attributed to technician, not coordinators

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00530119
L2 review
Closed
Q-00030277 631-638-0144 andrea.pressley@stoneybrookmedicine.edu Bp machine not working, touchscreen issue asset # 13059275 Midmark IQ vital machine Depot Repair - recalibration - PM 2x hr labor 3x shipping @28
Priority
High
Origin
Phone
Reason
New Case
Contact
Andrea Pressley
Owner
Sherry Reich
Created
Sep 24, 2025
Work Orders from this Case (1)
WO-01306600 (current) Invoiced
Depot • Samuel A Klein
Created: Sep 29, 2025 • Closed: Apr 27, 2026
Completed with significant delays
Invoiced • 227 days old
🚨
Primary Delay 27.4 days stuck in "Reschedule"
⏱️
Total Delay 80.1 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
Assigned
10.1d / 0.5d SLA
Awaiting Parts
36.2d / 3.0d SLA
Reschedule
54.7d / 2.0d SLA
On Hold
36.6d
Incomplete
27.7d
Tech On Site
0.0d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
3.7d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA
Billing Review
0.0d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/25-RS; Unit delivered to midmark -

1Z01E3E70397108535DeliveredDELIVERED3/6/2026


2/18/26 SReich - Adding approved quote from case 00558625, Q-00032604.

13/31-RS: Unit shipping to depot - pending arrival - 1/5/2026

11/07/2025 LHill-sent chatter to @[Ryan Schwochow]​ Customer has called on this one and is really frustrated that this is not repaired. I see you on 10/14 you placed this WO on hold.

11/06/2023 LHill-sent TEAMS message to ⁠Stephanie Ramen-I need you to check on this one. I called about inspection on WO-01298323 She is very frustrated that she has a repair WO since September that has not been fixed. The repair WO in question is WO-01306600.  Looks like parts were shipped and delivered. But looks like on 10/13 it was put into a reschedule status then on 10/14 it looks like Ryan placed in on hold. What in the world happened here?

air WO since September that has not been fixed. The repair WO in question is WO-

11/06/2025 LHill-Called 631-638-0144 for Andrea Pressley about inspection on WO-01298323 She is very frustrated that she has a repair WO since September that has not been fixed. ( I advised I would check on the repair to see what is going on WO-01306600. See logged call on WO-01298323.

10/14-RS; Sending reminder email with RL attached - On-Hold Awaiting equipment - 

🔧 Work Performed
Unit arrived back from Midmark. Unit has a new screen and is responding to touch. Tested out all functions on unit to ensure unit is working and reading correctly. All function tests passed and unit is ready to go back into service. BP Calibration Check: 120/80 mmHg : (±5 mmHg) = ___119/79______mmHg Cuff Pressure Calibration Check: Program: 200 mmHg : (±5 mmHg) = ___200.3____mmHg Simulator: 200 mmHg : (±5 mmHg) = ___200.5____mmHg Leak Rate Calibration Check: 200 mmHg @1min > 5 mmHg = ___1.3____mmHg Overpressure Detection Calibration Check @ 300 mmHg - Passed SpO2 Calibration Check: 96% (±2%) = ___96____% 75 bpm (±5 bpm) = ___75___ bpm Temperature Calibration Check: 96.8°F (±0.3°F) = __96.8____ °F Touch Screen Calibration - Passed
🔍 Technician Findings
****quote must go to Nicole Flowers NOT the POC Was able to duplicate issue. Unit would not respond to touch. Tried rebooting unit with no change. Opened up unit and receded touchscreen ribbon cables and after reassembly, unit is still not recognizing touch. Unit will need to be requoted with: 1x - 181-6752 Midmark IQvitals Replacement Display Service Kit 2 x Labor 3 x Shipping.
⚠️ Problem Description
Q-00032604 (approved quote) Q-00030277 Depot Repair - recalibration - PM Bp machine not working, touchscreen issue Midmark IQ vital machine Asset # 13059275 https://www.ebiotrack.com/workorder.php?wo=68576

Timeline

📞
Case Linked Sep 24, 2:13 PM
Case Number: 00530119
Subject: L2 review
Status: Closed
4.0 business days
📋
3 Work Order Created Sep 29, 10:48 AM
Work Order Created → Technician Assigned → Status: Assigned
👷
Technician Assigned by Sherry Reich
Technician: Ryan Schwochow
👷
Status: Assigned by Sherry Reich
From: Entered
To: Assigned
Duration in Previous: 1m
📦
2 Parts Requested Sep 29, 11:16 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Ryan Schwochow
From: Assigned
To: Awaiting Parts
Duration in Previous: 26m
🚨 11.0 business days
📦
3 Parts Requested Oct 13, 10:43 AM
Parts Requested → 2x Parts Added → Status: Reschedule
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
🔄
Status: Reschedule by John Rolston
From: Awaiting Parts
To: Reschedule
Duration in Previous: 13d 23h
⏸️
Status: On Hold by Ryan Schwochow Oct 14, 10:33 AM
From: Reschedule
To: On Hold
Duration in Previous: 23h 49m
🚨 19.0 business days
⚠️
Status: Incomplete by Ryan Schwochow Nov 7, 3:00 PM
From: On Hold
To: Incomplete
Duration in Previous: 24d 5h
🚨 14.0 business days
📦
2 Parts Requested Nov 26, 8:02 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Ryan Schwochow
From: Incomplete
To: Awaiting Parts
Duration in Previous: 18d 17h
🚨 17.0 business days
🔩
2 2x Parts Added Dec 18, 10:39 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Audrey Tharp
From: Awaiting Parts
To: Reschedule
Duration in Previous: 22d 2h
🚨 10.0 business days
⏸️
Status: On Hold by Ryan Schwochow Dec 31, 9:03 AM
From: Reschedule
To: On Hold
Duration in Previous: 12d 22h
🚨 10.0 business days
👷
2 Technician Assigned Jan 13, 10:48 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Samuel Klein
From: On Hold
To: Assigned
Duration in Previous: 13d 1h
⚠️
Status: Incomplete by Samuel Klein Jan 13, 2:06 PM
From: Assigned
To: Incomplete
Duration in Previous: 3h 17m
⚠️ 8.0 business days
👷
Status: Assigned by Ryan Schwochow Jan 22, 8:39 AM
From: Incomplete
To: Assigned
Duration in Previous: 8d 18h
3.0 business days
⏸️
Status: On Hold by Mark Joseph Jan 26, 1:38 PM
From: Assigned, On Hold
To: On Hold, Reschedule
Duration in Previous: 4d 4h, 0m
🚨 12.0 business days
⚠️
Status: Incomplete by Ryan Schwochow Feb 10, 2:29 PM
From: Reschedule
To: Incomplete
Duration in Previous: 15d 0h
⚠️ 7.0 business days
👷
2 Technician Assigned Feb 18, 2:44 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Sherry Reich
From: Incomplete
To: Assigned
Duration in Previous: 8d 0h
📦
2 Parts Requested Feb 19, 8:16 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Samuel Klein
From: Assigned
To: Awaiting Parts
Duration in Previous: 17h 32m
👷
2 Technician Assigned Feb 19, 1:16 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Samuel Klein
From: Awaiting Parts
To: Assigned
Duration in Previous: 4h 59m
⚠️ 5.0 business days
📦
Status: Awaiting Parts by Ryan Schwochow Feb 25, 8:59 AM
From: Assigned
To: Awaiting Parts
Duration in Previous: 5d 19h
⚠️ 6.0 business days
👷
Status: Assigned by Ryan Schwochow Mar 4, 12:02 PM
From: Awaiting Parts
To: Assigned
Duration in Previous: 7d 3h
🔧
2 Status: Tech On Site Mar 4, 3:06 PM
Status: Tech On Site → Parts Requested
📦
Parts Requested
Order: 00091552
Status: Closed
2.0 business days
🔄
Status: Reschedule by Audrey Tharp Mar 5, 3:31 PM
From: Awaiting Parts
To: Reschedule
Duration in Previous: 1d 0h
🚨 28.0 business days
⏸️
Status: On Hold by Ryan Schwochow Apr 13, 3:07 PM
From: Reschedule
To: On Hold
Duration in Previous: 38d 22h
⚠️ 8.0 business days
💵
2 Expenses Added Apr 22, 2:37 PM
Expenses Added → Status: Tech On Site
🔧
Status: Tech On Site by Samuel Klein
From: On Hold
To: Tech On Site
Duration in Previous: 8d 23h
✔️
3 Status: Completed Apr 22, 2:44 PM
Status: Completed → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00095013
Status: Closed
📦
Status: Awaiting Parts by Samuel Klein
From: Completed
To: Awaiting Parts
Duration in Previous: 1m
💵
2 Expenses Added Apr 22, 3:26 PM
Expenses Added → Status: Reschedule
🔄
Status: Reschedule by Sean Weaver
From: Awaiting Parts
To: Reschedule
Duration in Previous: 41m
4.0 business days
🏁
Status: Closed by Ryan Schwochow Apr 27, 2:25 PM
From: Reschedule
To: Closed
Duration in Previous: 4d 22h
4.0 business days
📄
4 Status: Ready to Bill Apr 30, 11:02 AM
Status: Ready to Bill → Status: Billing Review → Status: Ready to Bill → Status: Invoiced
💵
Status: Billing Review by Diane Patton
From: Ready to Bill
To: Billing Review
Duration in Previous: 1m
📄
Status: Ready to Bill by Diane Patton
From: Billing Review, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 2m, 0m
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
⚠️ 6.0 business days
🧾
Invoice Created May 7, 11:16 AM
Invoice Number: SM-260516

Bottlenecks

Awaiting Parts
Duration: 11.0 business days (threshold: 3.0 business days)
Exceeded by 8.0 business days
Awaiting Parts
Duration: 17.0 business days (threshold: 3.0 business days)
Exceeded by 14.0 business days
Reschedule
Duration: 10.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business days
Assigned
Duration: 3.0 business days (threshold: 4.0 business hours)
Exceeded by 2.5 business days
Reschedule
Duration: 11.7 business days (threshold: 2.0 business days)
Exceeded by 9.7 business days
Assigned
Duration: 1.5 business days (threshold: 4.0 business hours)
Exceeded by 1.0 business days
Assigned
Duration: 4.7 business days (threshold: 4.0 business hours)
Exceeded by 4.2 business days
Awaiting Parts
Duration: 6.0 business days (threshold: 3.0 business days)
Exceeded by 3.0 business days
Reschedule
Duration: 27.4 business days (threshold: 2.0 business days)
Exceeded by 25.4 business days
Reschedule
Duration: 3.6 business days (threshold: 2.0 business days)
Exceeded by 1.6 business days
Closed
Duration: 3.7 business days (threshold: 1.0 business days)
Exceeded by 2.7 business days

🔗 Related Artifacts

📞
Case 00530119
Closed
📦
Parts Order 00082578
Closed
📦
Parts Order 00083380
Closed
📦
Parts Order 00085905
Closed
📦
Parts Order 00090685
Closed
📦
Parts Order 00091552
Closed
📦
Parts Order 00095013
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Depot
Branch
N/A
Technician
Samuel A Klein
Scheduled
N/A
Created
Sep 29, 10:48 AM
Invoice #
SM-260516

Work Details (6)

Name Type Status Qty Amount Date
WL-02968468 Parts Open 1 $3.86 Oct 13, 10:43 AM
WL-02968470 Expenses Open 1 $28.00 Oct 13, 10:43 AM
WL-03041786 Parts Open 1 $3.86 Dec 18, 10:39 AM
WL-03041787 Expenses Open 1 $28.00 Dec 18, 10:39 AM
WL-03196096 Expenses Open 1 $1,012.50 Apr 22, 2:37 PM
WL-03196225 Expenses Open 1 $28.00 Apr 22, 3:26 PM

Details