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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01350163 ↗ ServiceMax

SB Clinical Practice Management Plan, Inc • Repair • P3

📍 Stony Brook - PSY Commack - 17627 — 500 Commack Rd Suite 107, Commack NY, 11725

Feb 6, 2026 → Feb 20, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Feb 11, 2026
✗ SLA Missed (2 biz days late)
Active: 5 biz days
Paused: 4 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Feb 21, 2026)
SLA Target
▶ Clock Running
Status: Created
Feb 6 → Feb 6, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: L2 Screening
Feb 6 → Feb 7, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
⏸4d
⏸ Clock Paused
Status: Awaiting Parts
Feb 7 → Feb 12, 2026
4 business days (not counted)
▶ Clock Running
Status: Reschedule
Feb 12 → Feb 12, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
4d
▶ Clock Running
Status: Assigned
Feb 12 → Feb 19, 2026
4 business days (counted)
Running total: 4 of 3 biz days used
▶ Clock Running
Status: On Hold
Feb 19 → Feb 19, 2026
0 business days (counted)
Running total: 4 of 3 biz days used
▶ Clock Running
Status: Reschedule
Feb 19 → Feb 19, 2026
0 business days (counted)
Running total: 4 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 19 → Feb 19, 2026
0 business days (counted)
Running total: 4 of 3 biz days used
1d
▶ Clock Running
Status: Scheduled
Feb 19 → Feb 21, 2026
1 business day (counted)
Running total: 5 of 3 biz days used
Created: Feb 6, 2026 Completed: Feb 21, 2026
Business Days Used 5 / 3
0 3d budget +2d over
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Feb 6 → Feb 6 Created ▶ Running 0 0 / 3
Feb 6 → Feb 7 L2 Screening ▶ Running 0 0 / 3
Feb 7 → Feb 12 Awaiting Parts ⏸ Paused 4
Feb 12 → Feb 12 Reschedule ▶ Running 0 0 / 3
Feb 12 → Feb 19 Assigned ▶ Running 4 4 / 3
Feb 19 → Feb 19 On Hold ▶ Running 0 4 / 3
Feb 19 → Feb 19 Reschedule ▶ Running 0 4 / 3
Feb 19 → Feb 19 Assigned ▶ Running 0 4 / 3
Feb 19 → Feb 21 Scheduled ▶ Running 1 5 / 3
Dispatch 1.0d
Material Management 4.0d
Holding 0.1d (excluded)
Coordinators 7.3d
✗ SLA Missed
Dispatch
1.0 days
Material Management
4.0 days
Over SLA
Holding (excluded from total)
0.1 days
Coordinators
7.3 days
Over SLA
Created: Feb 6, 2026 Due: Feb 18, 2026 Completed: Feb 21, 2026 (2 days late)
📅
10.0 days Total Age
⏱️
4.8d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
7.3d over Total Delay
📦
1 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 #00565479
Follow up to WO-01326488 * No quote needed per SMC
Closed
Follow up to WO-01326488 Asset tag 13386517 SERIAL #251125082710 Unit is not mounted or on a cart.Customer requests a wall mount.Could not find part number Part needed 1ea 7670-01 Welch Allyn 767 Wall Aneroid with Adult Cuff.
Priority
High
Origin
Created From WO
Reason
New Case
Contact
Patricia Verde
Owner
Sherry Reich
Created
Feb 4, 2026
Work Orders from this Case (1)
WO-01350163 (current) Invoiced
Repair • Edward Arias
Created: Feb 6, 2026 • Closed: Feb 20, 2026
Completed with minor delays
Invoiced • 188 days old
🚨
Primary Delay 4.8 days stuck in "Assigned"
⏱️
Total Delay 7.3 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
L2 Screening
1.0d / 1.0d SLA
Awaiting Parts
4.0d / 3.0d SLA
Reschedule
0.6d / 2.0d SLA
Assigned
4.8d / 0.5d SLA
On Hold
0.1d
Scheduled
2.0d / 2.0d SLA
Closed
3.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
2/19 KSmith -- Reba advised tomorrow would work. 9-11am

2/19 KSmith -- Sent email to Reba to schedule for 2/20 (EA)

2/18 KSmith -- Sent email to Reba to schedule for 2/20 (EA)

2/17 KSmith -- Sent email to Reba to schedule for 2/20 (EA)

2/16 KSmith -- Sent email to Reba to schedule for 2/20

2/13 KSmith -- Per Patricia, "Reba is the lead in our Commack location. She’ll let you know if 2/20 works for them

Our suite is 107"

Reba.Amaya@stonybrookmedicine.edu

2/13 KSmith -- Sent email to schedule for 2/20 (EA)

🔧 Work Performed
Mounted Welch Allyn 767 Wall Aneroid Sphygmomanometer on the wall
🔍 Technician Findings
Welch Allyn 767 Wall Aneroid Sphygmomanometer mount needed to be mounted on wall
⚠️ Problem Description
Follow up to WO-01326488 Asset tag 13386517 SERIAL #251125082710 Unit is not mounted or on a cart.Customer requests a wall mount.Could not find part number Part needed 1ea 7670-01 Welch Allyn 767 Wall Aneroid with Adult Cuff. https://www.ebiotrack.com/workorder.php?wo=71468

Timeline

📞
Case Linked Feb 4, 4:42 PM
Case Number: 00565479
Subject: Follow up to WO-01326488 * No quote needed per SMC
Status: Closed
2.9 business days
📋
2 Work Order Created Feb 6, 8:46 AM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Sherry Reich
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
2 Parts Requested Feb 6, 8:37 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Keith Weiss
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 11h 50m
4.4 business days
🔩
2 2x Parts Added Feb 12, 8:27 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by Melissa Barrett
From: Awaiting Parts
To: Reschedule
Duration in Previous: 5d 11h
👷
2 Technician Assigned Feb 12, 12:56 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Reschedule
To: Assigned
Duration in Previous: 4h 28m
⚠️ 5.0 business days
⏸️
Status: On Hold by Kourtney Smith Feb 19, 9:33 AM
From: Assigned
To: On Hold
Duration in Previous: 6d 20h
🔄
3 Status: Reschedule Feb 19, 10:44 AM
Status: Reschedule → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kourtney Smith
Technician: Edward Arias
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2026-02-20T15:00:00.000+0000
2.0 business days
⏱️
2 3x Labor Added Feb 20, 10:02 PM
3x Labor Added → Status: Completed
✔️
Status: Completed by Edward Arias
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 1d 11h, 0m
3.2 business days
📄
Status: Ready to Bill by Diane Patton Feb 25, 9:55 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 4d 11h, 0m
🚨 10.0 business days
🧾
Invoice Created Mar 10, 4:30 PM
Invoice Number: SM-254841

Bottlenecks

Awaiting Parts
Duration: 4.0 business days (threshold: 3.0 business days)
Exceeded by 1.0 business days
Assigned
Duration: 4.8 business days (threshold: 4.0 business hours)
Exceeded by 4.3 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00565479
Closed
📦
Parts Order 00089930
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Repair
Branch
N/A
Technician
Edward Arias
Scheduled
Feb 20, 10:00 AM
Created
Feb 6, 8:46 AM
Invoice #
SM-254841

Work Details (5)

Name Type Status Qty Amount Date
WL-03102527 Parts Open 1 $640.17 Feb 12, 8:27 AM
WL-03102528 Expenses Open 1 $28.62 Feb 12, 8:27 AM
WL-03114837 Labor Open 2.5 $342.50 Feb 20, 10:02 PM
WL-03114838 Labor Open 0.5 $68.50 Feb 20, 10:02 PM
WL-03114839 Travel Open 54 - Feb 20, 10:02 PM

Details