iLab Help > Core Facilities > Core Staff > Managing Service & Project Requests
 

How do I update or add a milestone?

Adding a milestone

STEP 1: Access the service request.

Click on your core to access a list of service requests.  (Figure 1) 

Figure 1: Access your service requests.

STEP 2: Click on the blue arrow beside the request to view details to add a milestone.  

Then click the add milestone button (Figure 2) 

Figure 2Add Milestone link.

STEP 3: Complete the milestone details. (Figure 3) 

Figure 3: Complete milestone details.

STEP 4: Click save.

The new milestone now displays. (Figure 4) 

Figure 4: Your new milestone displays.

When the page is reloaded, the most recently updated or added milestone status will be displayed in the service request summary. (Figure 5) 

Figure 5: Your milestone now displays in the request summary.

Updating a Milestone Status

STEP 1: Access the service request from your core’s page.

STEP 2: Click on the blue arrow beside the request to view details.  (Figure 6) 

Figure 6: Click on blue arrow to view details.

STEP 3: To update the status of a milestone, click on the dropdown status box. (Figure 6)

 

The milestone will change to the color green when the status has changed. (Figure 7) 

Figure 7: Milestone displays in green.

When the page is reloaded, the most recently updated milestone status will be displayed in the service request summary. (Figure 8) 

Figure 8: The milestone displays in the request summary.

Edit Milestone Details

You may also edit the details of an existing milestone. To do so, access the service request and expand the details. In the milestone section, you will see several different ways to update your milestone. (Figure 9) 

Figure 9: Editing a milestone

1: Click to edit description

2: Click to edit or add a note

3: Edit the status

4: Edit icons:

    Pencil icon: Displays the milestone window (Figure 3). Edit as necessary.

    Red x: Deletes the milestone.


Was this article helpful?