Detailed work order timeline, KPIs, and analysis
Stony Brook Medicine • Repair • P3
📍 Stony Brook - FMD- PATCHOGUE - 20324 — 285 SILLS RD, Bldg. 12, Suite C, PATCHOGUE NY, 11772
Dec 2, 2025 → Apr 3, 2026
| Period | Status | Clock | Biz Days | Running Total |
|---|---|---|---|---|
| Dec 2 → Dec 2 | Created | ▶ Running | 0 | 0 / 3 |
| Dec 2 → Dec 2 | L2 Screening | ▶ Running | 0 | 0 / 3 |
| Dec 2 → Jan 15 | Awaiting Parts | ⏸ Paused | 30 | — |
| Jan 15 → Jan 15 | Ready for Scheduling | ▶ Running | 0 | 0 / 3 |
| Jan 15 → Jan 19 | Assigned | ▶ Running | 1 | 1 / 3 |
| Jan 19 → Jan 20 | Scheduled | ▶ Running | 1 | 2 / 3 |
| Jan 20 → Jan 20 | Tech On Site | ▶ Running | 0 | 2 / 3 |
| Jan 20 → Jan 20 | Incomplete | ▶ Running | 0 | 2 / 3 |
| Jan 20 → Jan 26 | Completed | ▶ Running | 4 | 6 / 3 |
| Jan 26 → Jan 26 | On Hold | ▶ Running | 0 | 6 / 3 |
| Jan 26 → Jan 27 | Reschedule | ▶ Running | 1 | 7 / 3 |
| Jan 27 → Jan 27 | Assigned | ▶ Running | 0 | 7 / 3 |
| Jan 27 → Jan 30 | Scheduled | ▶ Running | 3 | 10 / 3 |
| Jan 30 → Mar 3 | Incomplete | ▶ Running | 21 | 31 / 3 |
| Mar 3 → Mar 3 | L2 Screening | ▶ Running | 0 | 31 / 3 |
| Mar 3 → Mar 5 | Awaiting Parts | ⏸ Paused | 2 | — |
| Mar 5 → Mar 9 | Reschedule | ▶ Running | 2 | 33 / 3 |
| Mar 9 → Mar 17 | Scheduled | ▶ Running | 6 | 39 / 3 |
| Mar 17 → Mar 17 | Reschedule | ▶ Running | 0 | 39 / 3 |
| Mar 17 → Mar 20 | Incomplete | ▶ Running | 3 | 42 / 3 |
| Mar 20 → Mar 20 | L2 Screening | ▶ Running | 0 | 42 / 3 |
| Mar 20 → Apr 1 | Awaiting Parts | ⏸ Paused | 8 | — |
| Apr 1 → Apr 1 | Ready for Scheduling | ▶ Running | 0 | 42 / 3 |
| Apr 1 → Apr 1 | Entered | ▶ Running | 0 | 42 / 3 |
| Apr 1 → Apr 1 | Assigned | ▶ Running | 0 | 42 / 3 |
| Apr 1 → Apr 3 | Scheduled | ▶ Running | 2 | 44 / 3 |
| Apr 3 → Apr 3 | Tech On Site | ▶ Running | 0 | 44 / 3 |
4/2/26 Rberry- updated due date based on parts. Removed delay code.
4/1 KSmith -- Scheduled for 4/3 with Jessica. 9-11am
4/1 KSmith -- Teams message to Rhea to flip this to RFS. All part orders are now closed. Sent email to schedule for 4/3 (MS)
3/30 KSmith -- Chatter to John R on PO 00091476. Notes look like parts arrived on 3/5. All other part orders are closed
03/25/2026 MBARRETT: Ordered to site ( Long was requested)
03/20/2027 MBarrett - Armrest come in long or short. Reaching out to Keith for verification
3/20 KWeiss, Part has been added to SMX and customer had already been quoted. Moving w/o to L2 Screening for part order.
3/20 KWeiss, No s/n has been provided and Drive Medical is not able to help without it. 1st visit, screws were sent to replace missing screw, and found threaded insert in armrest pad was missing. 2nd visit, universal armrest pads, found online, was set up and added to SMX by orders, Tech found the ones sent were about 10.5 .New arm rest needed size 13.5-14 inches. Found universal pads, 13 7/8 in length, and sent email request, and link, to orders to be set up to order.
3/17 KSmith -- Teams message to Shawn this needs to go into incomplete, wrong parts sent, needs to be ordered
03/10/2026 DNakoff - Cannot charge for first two visits. Wrong parts sent and no hardware for first two visits.
3/9 KSmith -- Scheduled for 3/17 with Jessica. FSEs are booked all week on a past due inspection that has to be completed this week.
3/6/26 RBerry- Updated due date based on parts. Per notes in parts order, parts delivered on 3/5/26.
3/6 KSmith -- Sent email to schedule for 3/17. Both FSEs are booked on a large past due inspection next week that cannot be rescheduled
3/3 KWeiss, Quote approved, moving w/o to L2 Screening for part order.
3/2 KSmith -- Sales is working on quote to be sent to customer
2/27 KWeiss, Created case and sent to sales for quoting.
2/24 KWeiss, Found universal armrest pads online. Email sent to orders, with link to site, asking if they can be ordered from Amazon with no p/n.
2/23 KSmith -- Chatter to Keith to see if anything further can be done with this. There is no serial number on the unit and according to internal notes below, parts won't be sent without a serial number.
2/9 KWeiss, Started a live chat with Drive Medical. After chatting for a while, they were not able to provide a p/n without a s/n.
2/9 KSmith -- Teams message to Shawn to check on this one
1/30 KWeiss, Chatter sent to Shawn Rogers to let him know more info was needed for correct part to be quoted and ordered.
1/30 KSmith -- WO needs to go back into incomplete status. WO was moved from Incomplete to On Hold and then to rescheduled status, skipping the process to have the additional parts ordered. Teams message to Shawn to move this to incomplete so the process can be followed correctly and additional parts ordered
1/30 KSmith -- FSE called off sick. Rescheduled for 2/3 with Jessica. 9-11am
1/27 KSmith -- Scheduled for 1/30 with Jessica. 1-3pm
1/27 KSmith -- WO was taken off hold on 1/26. Sent email to schedule for Friday
1/22 KWeiss, Chatter sent to tech and supervisor asking tech if he was able to gather the product info to find the correct part needed.
1/20 KSmith -- Rescheduled for today with Jessica.
1/19 KSmith -- Scheduled for 1/22 with Jessica. 9-11am
1/16 KSmith -- Sent email to schedule for 1/22
| Name | Type | Status | Qty | Amount | Date |
|---|---|---|---|---|---|
| WL-03066536 | Expenses | Open | 1 | $0.00 | Jan 15, 2:38 PM |
| WL-03072370 | Labor | Open | 0.25 | $205.50 | Jan 20, 5:51 PM |
| WL-03072371 | Labor | Open | 0.75 | $102.75 | Jan 20, 5:51 PM |
| WL-03072372 | Labor | Open | 2 | $0.00 | Jan 20, 5:51 PM |
| WL-03072373 | Travel | Open | 2 | - | Jan 20, 5:51 PM |
| WL-03072374 | Travel | Open | 57 | - | Jan 20, 5:51 PM |
| WL-03072375 | Expenses | Open | 1 | $0.00 | Jan 20, 5:51 PM |
| WL-03131598 | Expenses | Open | 1 | $0.00 | Mar 5, 1:40 PM |
| WL-03147175 | Labor | Open | 2.25 | $0.00 | Mar 17, 11:48 AM |
| WL-03147176 | Labor | Open | 0.5 | $0.00 | Mar 17, 11:48 AM |
| WL-03147177 | Travel | Open | 72 | - | Mar 17, 11:48 AM |
| WL-03158286 | Parts | Open | 1 | $17.54 | Mar 25, 9:18 AM |
| WL-03158287 | Expenses | Open | 1 | $0.00 | Mar 25, 9:18 AM |
| WL-03172122 | Labor | Open | 1.5 | $205.50 | Apr 3, 9:20 AM |
| WL-03172123 | Labor | Open | 0.75 | $102.75 | Apr 3, 9:20 AM |
| WL-03172124 | Travel | Open | 58 | - | Apr 3, 9:20 AM |
| WL-03172125 | Expenses | Open | 1 | $0.00 | Apr 3, 9:20 AM |