Associating Milestones with Cases

To support the manual and automatic creation of milestones within a case, it is necessary to set up an association between a milestone configuration and the case type (e.g., integrated or screening case type). There are two options for setting up these associations: either a new milestone configuration can be recorded at the same time it is associated with the case type or an existing milestone configuration can be selected.

When recording a new milestone configuration as part of the association process, the milestone configuration information (as described in section Milestone Configurations) must be defined. Additional association information can also be defined if the milestone is to be created automatically. The two main configuration settings for automatically created milestones are the creation event and the completion event. These events are used by the application to automatically create and complete an instance of the milestone. For example, a milestone can be set up to track the completion of an assessment. To set up the automatic creation of this milestone, a case event (e.g. Case is reopened) can be selected as the creation event and another case event can be selected as the completion event. When the first case event occurs, the event will trigger an instance of the milestone. The second event will result in the closing or completion of the milestone instance.

The matching process for creating milestones within a case can be further specified using the component type and component category settings. A clear distinction can be made between creation and completion events at the case level and at the case component level. For example, the case component, Legal Action, can be set, with a creation event of Create Legal Action and a completion event of Complete Legal Action. When a legal action is created, the Create Legal Action event will trigger an instance of the mile-stone and the application will associate both the Legal Action ID and the case ID with it. Later when the Legal Action is completed, the Close Legal Action event will use both of these IDs to find and close the correct milestone instance.