How to use the new phases and milestones UI
Case managers may view the phases and milestones at the top of all case pages.
Select a phase to open the phase details page in the process module page. Users may enter milestone dates, internal and external deadline dates, completion dates, and mark phases as complete. If you update a milestone date, it is important to remember to click Save to update the case phase state.
As phases are completed, they will change to green.
Linking Milestones to Phases
Milestones are configurable to be linked with Steps & Reminders. A step in a case/petition can be linked to only one milestone.
Upon completion of the step which is linked to a milestone, the corresponding phase will be marked as completed as well.
The following are the list of milestones with their respective phases: -
|Initiation||Welcome Mail Sent|
|Data Collection||Minimum Requirements Finalized from Employer|
|Data Collection||Send Questionnaires and Document checklist to client(s)|
|Data Collection||Client questionnaires completed|
|Data Collection||Received and reviewed all Client documents/information|
|Data Collection||Information received from Employer|
|Case Preparation||Request Education Evaluation|
|Case Preparation||Education Evaluation received|
|Case Preparation||Case drafted|
|Review||Forms and support letter(s) sent for signature|
|Review||Signed documents received from client|
|Filing||Case prepared and filed with Govt. Agency|
|Filing||Receipt Notice received|
|Decision||Final decision received|
|Decision||Decision notification to client|
Note: To use this link feature, the case manager will first have to configure these milestones under Steps & Reminders at KB or Case level.