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The configuration of milestones is done in the following system areas:
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Assessment component
A new tab called “Assessment Milestones” has been added to this screen.
Details of each milestone can be added here, for use against assessment schemas later.
A new tab called “Assessment Milestones” has been added to this screen.
Two different type of milestone are available: File Uploads and Assessments.
File uploads indicate that a file upload needs to be provided against the assessment component during its duration.
Assessments are a mandatory system controlled type, that indicates an assessment must take place against the assessment component.
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Assessment schema
The “Components” tab has been reworked to allow components to be added via a dropdown list, adding to the table below.
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The regular “Save” button has been replaced with two new buttons:
“Save & Continue” and “Save & Exit”
Save & Continue, saves the assessment schema and returns the user to the same edit screen, to allow further changes to be made.
Save & Exit, saves the assessment schema and returns the user to the main schema listing page.
Once an assessment schema has been saved, the new “Manage Milestones” button appears against each added component in the components table. (see below image)
Clicking this manage button will show the screen used for configuring milestones and rules, which has the following functionality:
Add component drop down (not available in restricted edit mode): allows the adding of any configured milestones against this assessment component.
Added milestones can be removed via the red bin icon (not available in restricted edit mode).
The Assessment type milestone is added to all new components by default, as this must take place.
Add rule button: adds a blank rule line to allow configuration of a new rule.
Added rules can be removed via the red minus icon.
Rules are added to the system using the dropdown options and input fields, to create sentence style rules. i.e.: Finish Max 5 Days After Gateway.
Rules can be configured to rely on other milestones being completed.
If in view mode, the manage button is replaced with a view button, which can be used for display purposes only.
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Once milestones are set up against a schema, booking a new element against a plan linked to that schema will show any configured milestones within the Programme Checklist, located within the Assessment Profile screen.
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Clicking the manage button against a booked element will display the new Element Milestones sidebar widget, which shows information about any configured milestones.
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Within this sidebar, any File Upload type milestones can have files uploaded against them. Internal users are able to select a file as the “Selected Version”, completing the milestone. This will allow you to see some form of versioning history with the documents uploaded.
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Assessment type milestones are automatically completed by the system when a result is published.
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