Milestone States
Milestones mark key study events (e.g. first subject enrolled, database lock) and help the team track progress. After creating a study and running Plan Study, the system generates milestone records from the Milestone Master Set.
| State | Meaning | Available actions |
|---|---|---|
| Unplanned | Not yet planned | Plan Milestone, Mark Complete, View Expected Documents |
| Planned | Scheduled | View Expected Documents |
| Complete | Done | Read-only |
Planning (Plan Milestone)
- Open the study → Milestones list — you'll see several Unplanned records.
- Open a milestone (e.g. Study Start).
- All Actions → Plan Milestone, fill in Planned Finish Date, and submit. The state becomes Planned.
Completing Milestones (with Dependency Constraints)
Some milestones depend on others: upstream milestones must be completed before downstream ones.
- Find a pair of dependent milestones; the downstream detail page shows Dependencies pointing to the upstream.
- If none exist, add one manually on the downstream milestone: select the upstream milestone with type Finish to Start.
- Running Mark Complete on the downstream milestone is rejected while the upstream is incomplete.
- Complete the upstream first (fill Actual Finish Date), then the downstream.
Note
If Mark Complete is rejected, complete the upstream milestones in the dependency chain first.
Viewing Related Expected Documents
Open any milestone → All Actions → View Expected Documents to enter the milestone workspace with the related expected document list; click an entry name to open its detail page and Matched Documents.
Relationship to the TMF Homepage
The Upcoming Milestones widget lists milestones without an Actual Finish Date (i.e. Unplanned / Planned records), filterable by Milestone Category — the daily entry point for "what to do next".
Required Permissions & Roles
| Type | Permission | Controls |
|---|---|---|
| Object | Milestone: Read, Edit | Viewing milestones, editing planned dates |
| Lifecycle action | Milestone: Plan Milestone, Mark Complete | Scheduling and completing |
| Object | Milestone Dependency: Create | Adding upstream/downstream dependencies |
| Object | EDL Item: Read | Viewing related entries via View Expected Documents |
Dependency gates are enforced server-side: even with Mark Complete permission, the action is rejected while upstream milestones are incomplete.