Assign Milestones
Assign a Milestone to one Participant or several Participants at once.
There are several ways to assign a Milestone to Participants. Select the best option for where you are in the Platform and what you can do with your Security Role.
Assign a Milestone to One Participant
- You can assign Milestones in several places:
- Go to the Participants page, open the Participant record, and click the Milestones tab.
- Go to the People Lists page, and open the Milestones Assigned record.
- Go to the Milestones page, open the Milestone record, and click the Participants tab.
- Click New Milestone.
- Enter the Milestone information.
- Click Save.
Assign a Milestone to Several Participants
- If needed, create a selection of Participants.
- Go to Milestones, and open the Milestone record.
- Click the Participants tab.
- From the Actions menu, select Add Participants.
- Select the participants or your selection from the drop-down list.
- Enter the milestone information.
- Click Add.
Milestones Assigned Fields
When you assign a Milestone to a Participant, you create a Milestones Assigned record. Here is a reference guide for the fields you'll find when you create a Milestones Assigned record, including those with a Catholic system.
Note: These fields may vary slightly depending on if you assign a Milestone from the Milestones page or the page.
- Participant
- The person who completed the Milestone.
- Milestone
- The Milestone that this person completed.
- Program
- The ongoing church activity that the person engaged in when they completed this Milestone. For example, "Campus A Worship Service".
- Date Accomplished
- The date when they completed this Milestone.
- Event
- The event where or when this Milestone took place.
- Witness
- The person who was present when the individual completed this Milestone.
- At Prior Church
- Default is No. Set to Yes if this Milestone pre-dates this person's involvement with your church.
- Notes
- Any additional notes you want to include on this record.
- Followed Up
- Set as needed based on whether someone on staff follows up with this person.
- Discontinue Journey
- Default is No. Set to Yes if this person won't complete other Milestones in this Journey.
If you have a Catholic system, you can add sacramental information to the Milestone. In non-Catholic systems, Field Management hides these fields.
- Scripture on Certificate
- Optional scripture to include on the Certificate.
- Show on Certificate
- Default is No. Set to Yes to display this Milestone on the Certificate.
- Certificate Person Label
- Preferred label.