View a Particular Milestone or Action Step

To view more detailed information about a particular milestone or action step:

  1. 1 Find the milestone or action step you wish to see in more detail.
  2. 2 Click on the title of the milestone or action step.
  3. 3 View more detailed information about the milestone or action step, such as the full note, related cost, approval, etc.
  4. 4 Go back to the Case screen by doing one of the following:
    • a. Click on the browser's back arrow.
    • b. Click on the associate’s name under Case.

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Practice:
View a Particular Milestone or Action Step

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

  • View a particular milestone in an associate’s case. Specifically read the following fields:
    • Note
    • Target Completion
    • Cost Approved
    • Associate Contribution
    • Approved
  • Return to the main Case screen.