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Background:

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 pipeline.To submit operations workflow. If a support agent is submitting a milestone for approval on behalf of the installer/Sales Representative, the project must already have a signed contract uploaded to the Sighten platform.they must confirm first that the representative has not been blocked within the system.

  1. Access the following PowerBI Dashboard

  1. On the left-hand side column click on Compliance

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  1. Click on “Access Audits (EBI)

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  1. Then access the “Sales Rep Access Audit”

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  1. Once in there, you will be able to locate the column that says “User is Active Flag”

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  • If the status is TRUE:

  •  The agent will be able to send the milestone for approval on behalf of the Installer/Sales Rep

  1. Go to Engine and open the job

  1. After opening the job, click the "operations" icon in the toolbar at the

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  1. left of your page.

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  1. The workflow will display various milestones (e.g. Sales Requirements) on the left, and each milestone

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  1. will have specific tasks that must be completed. A milestone approval request can be sent

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  1. by clicking Send For Approval.

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  1. Depending on the task settings, some tasks may need to be completed before the Send For Approval button becomes available.

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  1. The milestone status will change to "Pending Primary Approval" underneath the milestone name.

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  • If the status is FALSE:

  •  Then it means that the representative has been blocked

  • The agent will NOT send for approval on their behalf and will redirect the Installer/Sales Rep with their Org Administrator

While a milestone is pending review, you

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cannot edit the content of each task.  You can cancel the submission to update the information.

When the milestone has been approved, the milestone status will update to "Milestone Complete".  

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Approval or completion of a milestone is not required before a user completes tasks on subsequent milestones in the workflow.

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