To add a milestone building block to a task path workflow

The procedure to add a milestone building block to a task path workflow is as follows:

1. Prerequisite procedural steps are covered separately in the topic To configure the workflow structure of a task path definition. Refer to these before proceeding to step 2.
2. With the Path tab activated, use the Version drop-down field to ensure that the correct variant of the task path workflow structure is displayed.
3. Using the standard 'drag and drop' technique, transfer a new Milestone () building block to the design area. The Configure Milestone window is displayed.
4. Enter a Name for the new milestone instance into the field provided 1.
5. Using the Milestone type drop-down field, select a parameter value to define the method of operation i.e. System Defined or User Defined.
6. Where a System Defined milestone is chosen, select the desired automatic action from the Milestone drop-down field (e.g. Available for Agreement, Available for Shortlist, End Recurrent Task Group, Housing Responsibility Starts, etc.) and then proceed to step 12.
7. Otherwise, where a User Defined milestone is chosen, select the desired signpost heading from the Milestone drop-down field e.g. Investigation complete, Case notes under review, etc. 2.
8. Where a date and time stamp pertinent to its signalling status will be required upon completion, activate the Date required tick box provided; otherwise proceed to step 12.
9. Where the case owner user account is to be automatically assigned responsibility for completion of the milestone, activate the Allocate to case owner tick box provided.
10. Alternatively, using the Allocate to users and Allocate to roles drop-down fields, multi-select all desired user accounts and overarching roles to define a wider network of responsibility, or choose the All option, as required 1.
11. Using the SLA definition drop-down field, select an overarching target completion framework appropriate for the milestone building block.
12. Where the workflow structure has been defined as a Void Path, activate the Link start date to void date tick box provided, as appropriate, to indicate that the start date for the new milestone instance will match the commencement of the asset void episode 3. Use the adjacent Void date type drop-down field to steer the derivation of the commencement date i.e. Void Start Date or Count Back from Void Start Date (entering the Days before void start integer value to control the retrospective launch point).
13. Click on Confirm. The new milestone instance appears in the design area, ready for accurate positioning alongside other related building blocks within the task path workflow structure, together with the logical inter-related connections.
14. Click on Save.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 System validation rules ensure that the name entered for each form building block is unique for the version in current focus.

2 The System Case Milestones general lookup parameter is reserved for holding custom signpost headings configured by the end user.

3 This option is restricted to those task path definitions that have been classified as a Generic Case and configured with the Void Path attribute.

See related topics...

Understanding the task path creator

To configure the workflow structure of a task path definition

To add a communication building block to a task path workflow

To add a delay building block to a task path workflow

To add a form building block to a task path workflow

To add an automatic completion building block to a task path workflow

To join building block components within a task path workflow

To define a general lookup parameter value