Milestones are used to track the completion of significant events or tasks during the life cycle of a case, for example, to track the submission, approval, and activation of a case. All case milestones are based on an associated milestone configuration which is configured as part of administration. To support the manual and automatic creation of milestones within a case, it is also necessary to set up an association between a milestone configuration and the case type (product delivery, integrated case, or screening type).
Each milestone has an expected start and end date during which the important event is scheduled to start and complete and an actual start and end date. Out-of-the-box, Cúram Integrated Case Management provides functionality to set up milestones. Note, however, some development is required to create milestone deliveries at the case level.
For milestones that are automatically created by the system, the expected start date and expected end date may not be changed unless the milestone is configured to allow the dates to be changed. A milestone may also be configured to require that a milestone waiver request be submitted for approval before the expected start date and expected end date may be changed.
Milestone waiver request approval check settings determine the percentage of submitted waiver requests for a milestone of a particular type that need to be reviewed by a case supervisor. For example, an approval check can be set up on a milestone that requires 60% of all submitted requests to be approved; 40% will not require approval.
Milestone waiver request approval checks can be set up at the organization and user level, for all milestone types or for a milestone of a particular type. User configuration settings taking precedence over organization unit settings. In other words, when a waiver request is submitted for approval by a user, the system first checks the user's milestone waiver request approval check settings,then checks the milestone waiver request approval check settings for the organization unit that the user belongs to. The system may determine at any point in this process that the milestone waiver request requires approval.
For detailed information on case milestone settings, see the Cúram Integrated Case Management Configuration Guide.