Milestones

Milestone is the ‘objective-to-reach’ for a particular study room, and this function displays the list of milestones that will be used for the current study room. Administrator users can add existing or new milestones, or edit the added milestone names. You can also choose to either enable or disable the added milestones. You can inherit milestones from the domain level settings, or add a new milestone added to the room specifically. Added milestones can also be updated on the Document Types Management section of the settings. You can also use the Milestone section to define the current milestone and to track which documents are needed. Besides, you can also Assign Milestones to Required Documents.

As an Administrator, you can monitor milestone progress from the Milestone application that can be selected from ….…..Give a picture of the Milestone application.

From the Milestones module, the administrator can add milestone histories, edit or delete them.

Note: Before starting to monitor milestone progress, administrators need to add new or existing milestones, or edit the added milestone names from the Room Settings -> Milestones.

From this section, we discuss under subsequent topics on:

  1. Configuring Milestones
  2. Adding Milestones to Document Types and Required Documents
  3. Viewing Milestones
  4. Adding, Editing, and Deleting Milestones
  5. Milestone History Grid and Filters
  6. Assigning Milestone Histories to Documents
  7. Automatic association of Document Types to Milestones from the Metadata Panel