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Milestone Tracking

The milestone tracking feature monitors key progress points within a case lifecycle, providing visibility into case processing stages and deadlines.

Overview​

Milestones represent significant events or checkpoints in a case's lifecycle. They help case workers and managers track whether a case is progressing according to schedule.

Planned Features​

  • Milestone definitions -- Define milestones per case type (e.g., "Intake complete", "Assessment done", "Decision published").
  • Automatic milestone triggers -- Milestones triggered automatically by status changes or other events.
  • Manual milestone recording -- Allow case workers to manually mark milestones as reached.
  • Deadline tracking -- Each milestone can have a target date derived from the case start date and processing rules.
  • Overdue alerts -- Notifications when milestones are not reached by their target date.
  • Visual timeline -- Display milestones on a visual timeline in the case dashboard view.
  • Reporting -- Track milestone completion rates and average time-to-milestone across case types.

Use Cases​

  • Track that a permit application has been assessed within the legally mandated 8-week period.
  • Monitor that a complaint hearing was scheduled within 2 weeks of receipt.
  • Verify that all required documents were received before the review deadline.

Status​

This feature is defined in the spec at openspec/specs/milestone-tracking/spec.md and is planned for future implementation.