Go to Milestones and Action Steps

In the Milestones and Action Steps section you can create, view, and edit information related to milestones and action steps. Although the AWARE form is part of Milestones and Action Steps, it will be addressed in a section of its own because of its importance and frequent use.

To go to milestones and action steps:

  1. 1 Do one of the following on the Case page:
    • a. Scroll down and click on the Milestones and Action Steps section heading to expand it.
    • b. Click on Milestones and Action Steps using the hamburger menu.
  2. 2 If needed, scroll down the Case screen to view the section’s information.
  3. 3 View the information displayed:
    • a. The first table shows milestones.
    • b. The second table shows action steps.
    • c. The third table shows AWARE forms, which will be addressed in a different lesson.

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Practice:
Go to Milestones and Action Steps

Complete the tasks listed below in the training system. When you finish, return to this training page and move to the next task.

  • Go to the Milestones and Action Steps section of an associate’s case.
  • View the information displayed in the Milestones and Action Steps tables.