Defining an initial milestone

For Infor Operations and Regulations to advance a case through its enforcement process and to automatically add hearings, inspections, reviews, and other items to a case, the case type must have an initial milestone.

Select Code Enforcement > Setup > Case Workflow.
In the Case Types tree, browse to the Milestones node for the correct case type.
Right-click the Milestones node and select Create a Milestone.
Type a name for the milestone in the Milestone field.
The name must be unique within the case type but can be reused in other case types.
Select the Initial Case Milestone check box.
Under Next Milestone, specify the milestone that follows the current milestone within your enforcement process.
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 Infor Operations and Regulations to calculate the next milestone based on a formula, specify the formula in the Next Milestone Formula field.

You must have already defined the next milestone.
Specify any other information about the milestone.
You can indicate the case status that Infor Operations and Regulations will assign to a case at this milestone, such as Open or None. You can select the type of status date that Infor Operations and Regulations will use, such as Processed or None. Among other properties, you can specify 1 in the Display Order field so that Infor Operations and Regulations shows this milestone first in the Case Types tree. You can also type any standard operating procedures that your agency should follow.
Click Save.
Define the necessary supporting information for the milestone.
You can define condition types, fee types, hearing types, inspection types, review types, and details that will be added to a case when it reaches this milestone. You can also define the status checks that Infor Operations and Regulations will run.