In Cúram Service Planning, milestone functionality is used to track the completion of significant events or tasks during the life cycle of a service plan. For example, a milestone can be created to track the progress of a plan item. 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. It is also possible to assign a user other than the service plan owner to take ownership of a milestone.
Support is provided to add custom functionality to track whether or not milestones are meeting their scheduled time frames. For example, if the actual start date of the milestone occurs after the expected start date, a workflow can be enacted to email the milestone and service plan owners to review the milestone progress. When a milestone goes beyond the expected end date, a workflow can also be enacted to check on the delayed milestone completion.
Cúram Service Planning supports the ability to manually create milestones. It also supports the automatic creation of milestones in-line with events that occur within a service plan. For example, milestones can be automatically created by the system on the date a plan item starts in order to track the progress of that plan item. Both manually and automatically created milestones are based on milestone configurations set up as part of service planning administration (see Milestone Configurations).