As a Work Coach, you can view a participant's milestones, and view milestone details - including a history of changes made to the milestone record.
To view a participant's milestones, navigate to the participant menu and click Milestones.
The Milestones grid will be displayed. It contains information arranged in the following columns:
- Name of the Milestone
- Projected Achievement Date
- Programme End Date
- Status- defaults to Projected
- Achievement date: defaults to no date "-"
- Claimed status- defaulted to Not Claimed
- A column to show the Edit icon.
Click a milestone to view the details.
The Milestone Details screen is displayed. The following fields are displayed in read-only mode for you to view:
- Name of the milestone
- Projected achievement date
- Programme end date
- Achievement date
- Claimed status
Click Show History to view a history of all updates and changes made to the milestone.
A timeline is displayed, with the most recent edit at the top of the timeline. The timeline lists the date and time of the edits, and the name of the administrator who made the changes.
Click Hide History to revert to your original view.
Milestones on the Performance dashboard
As a work coach/administrator, you will be notified on your Performance Dashboard about the number of projected milestone dates that have been achieved or passed the projected achievement date, and where the milestone claimed status is set to rejected.
In the 'requires attention' panel on the Performance dashboard, you can view a Milestones card that states the number of milestones that have reached or exceeded the projected achievement date for the participant.
Click on the Milestones card to go to the Milestones page for the participant.
When the milestone ‘status’ is set to ‘Verified’ and the 'claim status' is set to 'claimed', the milestone will be closed, and will not show on the ‘Required Attention’ section of the Performance Dashboard.
When there are no Milestones to display, the card will not appear under the ‘Required Attention’ section on the Performance dashboard.
This card is only displayed when the milestones projected achievement date has been achieved, or has passed the projected achievement date, and where the 'claimed' status has been set to rejected.