Installers working with channel managers and/or financiers on the Sighten platform may need to submit milestones for approval as a project moves through the Ops pipeline.
To submit a milestone for approval, the project must already have a signed contract uploaded to the Sighten platform.
After opening the project, click the Operations icon in the toolbar at the top of your page.
The workflow will display various milestones (e.g. Sales Requirements), and each milestone has 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.
The milestone status will change to Pending Primary Approval underneath the milestone name.
When the milestone has been approved, the milestone status will update to Milestone Complete.
Note: Approval or completion of a milestone is not required before completing tasks on subsequent milestones.
For information on how to submit or reject a milestone approval request, click here.