The Milestones tab in the Participant Programme Summary shows any milestones recorded for the participant during their programme. For each milestone, the following details are shown:

• Code

• Description

• Started date

• Expected achievement date

• Achieved date

• Achieved Entered date

• PRaP Achieved date

• PRaP Reported date

• Claimed date

• Status

Open

Filtering the Milestone List

The option to filter by Number of Records shown is available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Exporting the Milestone List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding a New Milestone

Selecting Create Milestone in this tab will open a window where you can choose from the Milestones set up in your basedata.

Open

Once you have made your choice, select Save to add the new milestone or Cancel to discard it. After saving, you will be taken to the edit window, where you can view and edit further details, as explained below.

You can also select Save > Save and Close to add the milestone and return to the tab without editing.

Editing Milestones

Either saving a new milestone or selecting ... > Edit by one in the list will open the Edit Milestone window. Here you can enter and amend the following details:

• Description

• Status – Here you can specify the milestone’s progress is the validation process. The following statuses are available:

  • Live

  • Needs Validation

  • Validation Failure

  • Submitted

• Reason

• Expected Achievement date – Selecting this field will open a calendar date selector.

• Started date – Selecting this field will open a calendar date selector.

• Achieved date – Selecting this field will open a calendar date selector.

• Validated date – Selecting this field will open a calendar date selector.

• PRaP Achieved date – Selecting this field will open a calendar date selector.

• Claimed date – Selecting this field will open a calendar date selector.

• Paid date – Selecting this field will open a calendar date selector.

• Notes

Any User Defined Form Fields for Milestones will also be available in this window.

Once you have made your changes, select Save to confirm them or Cancel to discard them.

Milestone Actions

The following actions are available by selecting the … icon by a milestone in the list:

• Edit – This will open the edit window, as explained above.

• Details – This will open a window showing all the details recorded for the milestone in the edit window.

• Delete – This will remove the milestone from the participant record. This should only be done if the milestone was entered in error. You will be asked to confirm before the milestone is removed.