Defining a milestone

  1. Select Trade License > Setup > License Workflow.
  2. In the License Types tree, browse to the Milestones node for the correct license type.
  3. Right-click the Milestones node and select Create a Milestone.
  4. Specify this information:
    Milestone
    Enter a name for the milestone. The name must be unique within the license type but can be reused in other license types.
    License Status
    Specify the status that Infor Public Sector will assign to a license at this milestone, such as Open, Stop Work, or Closed.
    Status Date Type
    Select the type of status date that Infor Public Sector will use, such as COO or Processed.
    Display Order
    Specify the order in which the milestone is displayed in the License Types tree
    Is Public in Portal
    Indicate whether licenses at this milestone are shown to public users in Rhythm for Civics.
    Next Milestone
    Specify the milestone that follows the current milestone.

    If the next milestone will always follow the current milestone, specify the name of that milestone in the Default Next Milestone field. If you want to use a formula to calculate the next milestone, specify the formula in the Next Milestone Formula field.

  5. Click Save.
  6. Define the necessary supporting information for the milestone.
    You can define condition types, fee types, review types, inspection types, and details that will be added to a license when it enters this milestone. You can also define the status checks that Infor Public Sector will run.