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)
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)
STEP 3: Complete the milestone details. (Figure 3)
STEP 4: Click save.
The new milestone now displays. (Figure 4)
When the page is reloaded, the most recently updated or added milestone status will be displayed in the service request summary. (Figure 5)
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)
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)
When the page is reloaded, the most recently updated milestone status will be displayed in the service request summary. (Figure 8)
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)
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.
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