Installers working with channel managers and/or financiers in Sighten EverBright may need to submit milestones for approval as a project moves through the ops pipelineoperations workflow.
After opening the job, click the "operations" icon in the toolbar at the left of your page.
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The workflow will display various milestones (e.g. Sales Requirements) on the left, and each milestone has will have specific tasks that must be completed. A milestone approval request can be sent at any time by clicking Send For Approval.
A confirmation window will appear with an optional text field to add any notes. Click Send to submit the milestone for approval.Depending on the task settings, some task may need to be complete before the Send For Approval button becomes available.
The milestone status will change to "Pending Primary Approval" underneath the milestone name.
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Note: Approval or completion of a milestone is not required before a user completes tasks on subsequent milestones in the workflow.
Note: You can set notifications to receive emails when milestone statuses change.
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