Installers working with channel managers and/or financiers in Sighten may need to submit milestones for approval as a project moves through the ops pipeline.

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

While a milestone is pending review, you will be unable to 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".

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

How do I submit a request for milestone approval?

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