A milestone waiver request may be required in order for the milestone expected start and end dates to be changed for an automatically created milestone. Milestone waiver request approval checks can be set up at the organization and user level. Expected start and end dates for manually created milestones can be changed without a waiver request. The milestone waiver request approval process is used to confirm that the changes in dates to the milestone are valid. Once a submitted request has been approved, the new expected start and/or end dates will take effect.
Milestone waiver requests can only be submitted (i.e., the expected dates for a milestone can only be changed) if the Expected Date Extension Allowed setting has been configured. The approval process (i.e. the need to submit a waiver request for approval) for these requests will only be necessary if the Waiver Required setting has also been configured. If the Waiver Required setting has not been configured, a user will be able to change the expected start and/or end dates directly.
Milestone waiver request approval check settings for a milestone include a setting that is used to determine the percentage of submitted waiver requests for a milestone of a particular type that need to be reviewed by a case supervisor, e.g., 40%. Alternatively, an administrator can indicate that all waiver requests for a milestone need to be reviewed by a case supervisor.
User configuration settings take precedence over organization unit settings. When a waiver request is submitted for approval, the system first checks the user's milestone waiver request approval check settings, then checks the milestone waiver request approval check settings for the organization unit that the user belongs to. After checking these settings, the system checks the approval settings at the milestone level. The system may determine at any point in this process that the milestone waiver request requires approval.