1.4 Adding Template Milestones

Step 1: To add milestones, steps must be first added to the template

Step 2: Navigate to the milestones tab and select ‘add milestone’ 

Step 3: Add milestone name – this is mandatory A validation is included for the milestone name whereby the same name cannot be entered for more than one milestone

Step 4: Select the steps you would like included in the milestone and select save

Note: Any steps added to a milestone must follow a sequential order within a milestone: 1,2,3,4 etc… If step 1 is selected then step 5, steps 2,3 and 4 will automatically be added to the milestone also. Any steps which have been added to milestone will be disabled and unable to be added to a second milestone.

Step 5: Repeat steps 3 & 4 until you have added all required milestones. 

Step 6: To edit a milestone, select the edit button on the right-hand side adjacent to the milestone name. This will reopen the modal allowing changes to be made such as milestone name and the addition/removal of steps. In this view, milestones can also be deleted.

Note: Milestones are also placed in sequential order-based on the template steps which have been assigned to them regardless of the step name. E.g. a milestone with the first 5 steps assigned will be positioned first on the list in the workflow. The milestone with the last 3 steps assigned will be positioned last in the workflow list. The system will automatically reorder the milestones. 

Step 7: To delete steps from a milestone(s) select the steps and select the delete option. A model will ask you to confirm deletion of your selected steps.

Step 8: When the template has been approved and a workflow then created the milestones will be expanded by default. The user can choose to collapse the milestone if they wish.

Step 9: Any steps which have not been added to a milestone will be displayed in a standalone format.

Step 10: When any step within a milestone has been started the date which the milestone has been started is detailed in the header. When all steps within the milestone have been completed the completion date for the milestone will also be added to the header.

Step 11: A progress bar has also been added which updates in green each time a step within the milestone has been completed informing the user of the milestone progress