Milestone Filter
NOTE: This feature is currently available to pilot participants only. If you’re interested in enabling it for your location, contact your PSSM Program representative.
A row of milestone filters appears above the Cases table, each showing the count of cases in that milestone. Select a filter to narrow the case list to all statuses grouped under that milestone. For an overview of milestones and how repair statuses are grouped, see Timeline.
Select the Approval milestone to see all cases in an approval-related status:
| Status | What It Means |
| Approved | The customer has approved the estimate, and the work is ready to advance. |
| Pending Approval | The estimate has been sent and is awaiting the customer's decision. |
| Declined | The customer has declined the estimate, and the case may need follow-up. |
The Time on Status column shows how long each case has been in its current repair status. Use the Time on Status column alongside the Approval filter to identify which estimates need immediate follow-up and act on the oldest ones first.
Comments
0 comments
Please sign in to leave a comment.