Milestone Groups

Users can create and apply groups of milestone templates as needed. Only published milestone templates may be added to a group. Milestone groups may be set up at the Global or Study level by users with sufficient access to either level of data.

Creating Milestone Groups

To create Milestone Groups, follow the steps below. Refer to the screenshot and steps for the sequence.

1. From the left-hand navigation links, select Milestone Templates.
2. Click on Groups on the Milestone Templates screen.

   

3. Click on +Create Group.
4. On the Create a Group screen, fill in the following details.
   1. Title*: Enter a suitable title for the group
   2. Description*: Enter the necessary description for the group.
5. Click on Create once all the necessary details are entered.

   

6. Once the record is successfully created, users will get a success message and the newly created group will appear on the Groups screen.