Milestones

Overview

The Milestones section is a part of the Operations module in Caddayn Biller. It is used to define and manage important stages, checkpoints, or significant points within a business workflow or operational process.

Milestones help users divide a workflow into meaningful stages and track the progress of a job or process toward completion.

Accessing Milestones

To access the Milestones section:

  1. Log in to Caddayn Biller.

  2. From the main navigation panel, click Operations.

  3. The Operations menu is displayed.

  4. Select Milestones.

  5. The Milestones page opens.

Purpose of Milestones

The Milestones section can be used to:

  • Define important stages in a workflow.

  • Establish checkpoints within an operational process.

  • Track significant progress points.

  • Monitor the progress of jobs and workflows.

  • Organize a lengthy process into clear stages.

  • Identify important points between the beginning and completion of a job.

Creating a Milestone

Where the Create New option is available, users can create a new milestone.

To create a milestone:

  1. Open Operations.

  2. Select Milestones.

  3. Click the option to create a new milestone.

  4. Enter the required milestone information.

  5. Provide the relevant details.

  6. Save the milestone.

The created milestone can then be used as part of the applicable operational process, where supported.

Managing Milestones

Users can manage the milestones available in the system.

Depending on the available actions and user permissions, users may be able to:

  • View existing milestones.

  • Create new milestones.

  • Edit milestone information.

  • Update milestone details.

  • Maintain milestones used in operational workflows.

Milestones in a Workflow

Milestones can represent important checkpoints within a workflow.

For example, a service-related workflow may contain milestones such as:

Job Created → Work Started → Work Completed → Quality Check → Job Closed

Each milestone represents an important point in the overall process.

The actual milestones and stages depend on the workflow and business process configured in Caddayn Biller.

Milestones and Job Cards

Milestones can be used along with Job Cards to track the progress of a particular job.

A job may contain several milestones, allowing users to identify how far the job has progressed and which important stages have already been completed.

Milestones and Tasks

Milestones can also be related to individual Tasks.

Multiple tasks may need to be completed before a particular milestone is reached. This allows users to track both individual activities and the larger progress of the overall process.

Notes

  • Milestones is one of the options available under the Operations module.

  • It is used to define important stages or checkpoints within an operational process.

  • Milestones help users track significant progress points in a workflow or job.

  • Multiple tasks may be completed as part of reaching a milestone.

  • Milestones can be used together with Workflow Templates, Job Cards, and Tasks.

  • The available milestones depend on the business process and application configuration.

  • Users may be able to create, edit, and manage milestones based on their permissions.

  • Milestones provide a structured way to monitor progress from the beginning of a process through to completion.