Track User Performance with Milestones

In this section, a user's task completion performance will be measured. It also plays a role in setting service standards. When a task is assigned to the user, the milestone begins to measure time. When the job is complete, it appears as if the user has exceeded the time limit.

In the example scenario, a CRM channel will be opened and processes will be managed with cases in order to increase the communication of users with each other and to offer a new customer. Automatic milestones will be introduced to monitor the completion time of contract approval.

STEPS

This example is divided into several sections. Creating Process and adding tag steps should be done in the order given below.

Create a Folder

It is necessary to create a folder to put the process in.
From the Emakin main menu on the left of the page, select "All Folders" under the Folders heading.

A blank page opens with the "+New Folder" button at the top.
Press the "+New Folder" button.
A list opens with the Folder Name field and the Folder Type menu.

Enter "Proposal Process" as the folder name.
The folder type remains “Application.”

Create a Process

A process cannot be created without creating a folder. So the process is created after the folder.
Reach "Create a new process" from the right side of the page that opens.

Enter the process name as “Proposal Process” in the field on the right side of the folder
Then click the blue plus button.
To create a process, enter a process name in the field on the right side of the folder and click the blue plus button.

Press the edit button to design the process.
On the page that opens, "Pool" is selected under the Pools heading.

Creating Proposal Form

The page with the process settings, together with its name and version, opens.
To edit the process, click the blue "edit" button.
Opens a page with titles under the Process tab.
Select "Pool" under the Pools heading.

The first green box that appears on the screen is the opening task.

Double-click the "task" name in the green box, and the task's name becomes editable.
Enter the name "Proposal Form" and press enter.
Click on the Add New Action button on the right side of the task, and the text becomes editable.
After editing the text and pressing enter on the keyboard, the first button is created. The first action name is "Submit."

Clicks the Submit button and click “Add New Task.”
A second orange task is opened with the arrow in the middle.
Two names, "approve" and "reject,” are written on the buttons.

Thus, a second task is created in the same process.
Move the mouse over the “Reject” button in the second task.
A red dot appears above the button.

Then, catch the red square on the reject button.
Then, drag and drop to the left of the Proposal Form task.

Add Process to Case

Click on the Proposal Form task.
When press Task, the side menu appears.
From the menu, “Is Case Handler?” Check the box under the title.

Add And Name the Milestone

The icon on the left side of the task is also called "prework.”

For initializing the milestone, and naming it "Send Proposal," use prework.
Click on the prework of the second task.
In the new tab, the prework page opens for writing code.

The following code snippet is written for prework.

var ed = $Calendar.AddDays($WorkItem.Start, 1)
$Case.Milestones.Add('Send Proposal',ed);

When returning to the pool tab, the prework icon turns white.

Then, the prework part is done.

Stop the Milestone When the Process Finish

The icon on the right side of the Proposal Approval is called "postwork."

Postwork is used to close the milestone opened in prework when the process is over.
Clicks on "Postwork.”
The following code snippet is written in the window that opens:

var haveActiveMilestone = $Case.Milestones.ToArray().some(function(m) 
{
    return m.Name == 'Send Proposal' && 
            (m.Stage == "InProgress" || m.Stage == "Paused");
});

if(haveActiveMilestone) {
   	$Case.Milestones.Stop('Send Proposal');
}

The piece of code written to postwork is for closing the active milestone after the form is approved.
The postwork icon turns white after the code snippet.

The code snippet written in the postwork serves to terminate the milestone and take the process to the "completed process.”
The postwork is done.
Return to the pool from the tabs above.

Create a Folder

First, need to create a new folder in the folders section.
Press "+N,” and the “Layout Controls” list opens in the menu that appears.
Click on “Row Control” from within Layout Controls.

Click “Create new section here".
Enter the section name. Section name
Then press Ok.
When row content is created, its name is the same as the section name.
The name can be changed by pressing it.
There is a column in the row content section of the form.
When you click on Row Content, the black menu appears.
Select "Columns" from the menu.

Select 50%–50% from the menu.

The columns were divided into two parts.
Selects “Text” from the input controls for the left column.

Enter "ProposalName" as the field name and press "Ok".
For the column on the right, select “File” from the input controls.

Enters "ProposalFile" as the field name and press "Ok".

The form design part is done.

Create a Channel

A channel should be created to add the customer-related processes to the case.
Press the green "close" button from the top and go back to the edit page.

Then clicks the green “Commit Changes” button.

Press the "close" button at the top of the page.

From the main menu of Emakin, next to the page, click the "+" button next to Group Channels.

The type can be either public or private.
Enter the name of the group channel.

Click under the "Enable Cases" heading.

Then press the blue “Ok” button.
The channel is open.
Click on the name of the channel above and press "Edit."

Then, "Related Process" is clicked on the tabs on the Edit Channel page that appear.
A "Enable Milestones" heading at the bottom of the window opens.
Click next to the description under that title.

Then press Ok.
Click on the Related Processes part.

Click the blue "+ Add New" button.

The new line appears.
Click on "Process" in the line that appears.
The new line appears.
Click on "Process" in the line that appears and select "Proposal Process."

After pressing OK, the tab closes and returns to the channel main page.

Creating a Case in a Channel

Press the blue "+ New Case" button at the top of the page.
The Case Information window opens.
After entering the subject of the case, press Ok.

The case is open.

Adding Milestone to the Case

After opening the case, the system automatically enters the case's page.
On the opened case page, the process added in the "Processes" section appears on the side.

Then start the process.
Write a proposal name and select a file.

Then press submit.
The submitted process is added to the case as a milestone.
The milestone is set to expire exactly one day after submitting the offer.
To set the duration of milestones as weekly or monthly instead of daily, details can be found on page Milestone
When the due date of the process has passed, the milestone turns red, and a warning message appears below.

The process falls into the red tab in the channel.

Once the proposal is approved, the milestone will close.