Configuring Case Milestones

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.

A milestone waiver request can also be set up in that allow the milestone expected start and end dates to be changed for an automatically created milestone. Milestone waiver request approval checks can also be set up at the organization and user level, for all milestone types or for a milestone of a particular type.

OOTB Cúram Integrated Case Management provides functionality to set up milestones. Note, however, some development is also required. Setting up milestone configurations and developing milestones to work at the case level is described in full in the Cúram Milestone Developers Guide . For further information, see this guide.