{"id":690,"date":"2019-03-06T18:02:10","date_gmt":"2019-03-06T18:02:10","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=690"},"modified":"2021-11-06T17:08:43","modified_gmt":"2021-11-06T17:08:43","slug":"managing-milestone-events","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/setup\/milestone-events\/managing-milestone-events\/","title":{"rendered":"Managing Milestone Events"},"content":{"rendered":"

A milestone event is a significant event in the house construction or contract signing. You can configure milestone events, so the system will notify you about its occurrence according to the defined parameters.<\/span><\/p>\n\n\n\n

  1. To configure Milestone events, on the navigational sidebar, select <\/span>Setup<\/b>.<\/span><\/li>
  2. Once the Setup section expands, select <\/span>Milestone Events<\/b>.<\/span><\/li><\/ol>\n\n\n\n

    The Milestone Events page opens, as follows:<\/span><\/p>\n\n\n\n

    \"\"<\/figure><\/div>\n\n\n\n

    All the milestone events are displayed in the table. For each milestone event, the following information is displayed:<\/span><\/p>\n\n\n\n

    Date trigger<\/b><\/td>Date or condition upon occurrence of which the event is triggered.<\/span><\/td><\/tr>
    Method<\/b><\/td>Method of contact for the Milestone Event.<\/span><\/td><\/tr>
    From<\/b><\/td>System role which the notification is sent from.<\/span><\/td><\/tr>
    To<\/b><\/td>System role which the notification is sent to.<\/span><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    You can perform the following operations on milestone events:<\/span><\/p>\n\n\n\n

    • create new milestone events<\/span><\/li>
    • edit the existing milestone events<\/span><\/li>
    • delete the no longer needed milestone events<\/span><\/li><\/ul>\n\n\n\n

      Creating a new milestone event<\/strong><\/h2>\n\n\n\n
      \n