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. As a development counselor you will also approve milestones in this section. 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 task 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.