Create Milestones

Use Milestones to capture metrics at a fixed point in time. Snapshots of record counts for Targets, Sources, rules and reports are recorded. This information can be used to chart progress and stored for documentation purposes.

To create a milestone in Transform:

  1. Access Transform.

  2. Click Tracking on the Navigation pane.

  3. Click Add.

    View the field descriptions for the Milestones page.

  4. Enter a milestone name in the DESCRIPTION field.

  5. Enter a description in the COMMENT field.

  6. Click the CAPTURED ON field to select a date.

  7. Click Save.

  8. Click the Capture icon for a milestone to capture the milestone.

    NOTE: The Capture icon is inactive while the Objects icon is active to ensure a milestone can only be captured once.

    NOTE: A milestone must be captured for data to display on the Change Summary Dashboard and the Trend Summary Reports.

  9. Click the Objects icon for a milestone to view metric details captured for this milestone.