<< Click to Display Table of Contents >> Navigation: Initiatives > Analysis > Training Needs Analysis > Initiatives > Analysis > Training Needs Analysis > Milestones |
On the Milestones screen, you can work with the default milestones for the initiative. You can add milestones by selecting .
Figure 45: TNA > Milestones
You can select a milestone and then use the icons in each row in the Actions and Delete columns to:
•View the detailed information of the milestone.
•Edit the milestone information.
•Select Show History to review the changes made to the milestone, including the user name and date/time of saved changes, and revert to an earlier saved revision.
•Delete the milestone. Once you've selected OK to the confirmation message, an Undo button displays on the bottom left of the screen that allows you to revert the deletion.
No The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves. Milestone Title The name or Title of the milestone. Each initiative has some predefined milestones in the Training Needs Analysis that you can edit or delete, as needed. LEAD automatically assigns milestones to the owner of the initiative, though you can reassign them to other users, as needed. You can also create self-assigned milestones on the Dashboard > Milestones screen. Assigned milestones will show on the Dashboard and Milestones screens. Start Date The expected Start Date of the milestone. End Date The expected End Date of the milestone. |
On the Milestones screen: •Select to create a new milestone. •Select View to review a selected milestone. If you need to make any changes, select Edit on the Milestone Detail screen. •Select Edit to make changes to a selected milestone. Figure 46: TNA > Milestone Detail Screen Any of these options opens the Milestone Detail screen, ready for you to enter, review, or update the fields below. Then select Save to save the changes to an existing milestone or to create a new milestone and return to the list of milestones. Select the X at the top right of the pop-up to close the Milestone Detail screen or select Cancel to close the pop-up without saving any changes. Title The name or Title of the milestone. Each initiative has some predefined milestones in the Training Needs Analysis that you can edit or delete, as needed. LEAD automatically assigns milestones to the owner of the initiative, though you can reassign them to other users, as needed. You can also create self-assigned milestones on the Dashboard > Milestones screen. Assigned milestones will show on the Dashboard and Milestones screens. Initiative Title The full name or Title of the initiative. Location The Initiative Location or place where the milestone will take place or will be completed. Status The current Status of the milestone. The following Status options are available: Not Started, In Progress, Completed, Waiting, and Deferred. Assigned Users The Assigned Users link allows you to select the users assigned to complete or track completion of the milestone. Start Date The expected Start Date of the milestone. End Date The expected End Date of the milestone. Note The Note provides additional space for more information about the milestone. |