Milestones Settings

Follow the steps below to configure milestones:

  1. Navigate to Main Navigation-> Settings->Milestones.
  2. The Milestones window opens with the list of milestones.
  3. To add a milestone, click Add from the right panel. Refer to the screenshot below:

  4. The Milestones Profile window opens. Refer to the screenshot below:

  5. Choose from the Existing list of milestones to enable that milestone for your room or enter the milestone name to create a New milestone. Refer to the screenshot above.
    1. Select the Milestones Category as Study, Site, or Country.
    2. Select the Milestone Type from the dropdown and click Ok.
    3. To select the Milestone Type of your choice, you will need to add milestone types.
      1. You can create Milestones Type on the fly by clicking the ‘+’ icon in the Milestone Type field.
      2. Once a milestone type is created, it will not automatically populate in the textbox. Select the milestone type from the dropdown.
  6. The milestone thus created is enabled by default.
  7. Double-click a milestone, or select an existing milestone and click Edit to edit a milestone.
  8. Select a milestone and click Delete to delete it.