# 3. Disbursement & Milestones

User Type: **CSR**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 3. Disbursement & Milestones

### 3.1 Disbursement Tracking
**What it does:** Tracks the disbursement of funds to the platform or delivery partners: scheduled disbursements, released amounts, pending amounts, and disbursement receipts.

**Sub-features:**
- Scheduled disbursement calendar
- Released vs pending disbursement amounts
- Disbursement receipts and references
- Disbursement status: scheduled, released, pending, failed
- Disbursement history per program
- Disbursement Tracking available on web and mobile
- disbursement tracking event logging (viewed)
- Audit logging of disbursement tracking

**CSR User Journey:**
1. CSR navigates to Disbursement Tracking.
2. CSR reviews the disbursement tracking details shown.
3. CSR performs the primary action for disbursement tracking.
4. CSR confirms the result matches the documented behavior.
5. CSR opens Profile → "Activity" and confirms the events are recorded.

**Rules & Edge Cases:**
- Scheduled disbursement calendar.
- Released vs pending disbursement amounts.
- Disbursement receipts and references.
- Disbursement status: scheduled, released, pending, failed.
- Disbursement history per program.

### 3.2 Program Milestones
**What it does:** Defines and tracks program milestones (enrollment targets, content delivery, assessment completion, program completion) with progress and due dates.

**Sub-features:**
- Define program milestones with targets and due dates
- Milestone progress tracking
- Milestone completion confirmation
- Milestone delay alerts
- Milestone history per program
- Program Milestones available on web and mobile
- program milestones event logging (viewed)
- Audit logging of program milestones

**CSR User Journey:**
1. CSR navigates to Program Milestones.
2. CSR reviews the program milestones details shown.
3. CSR performs the primary action for program milestones.
4. CSR confirms the result matches the documented behavior.
5. CSR opens Profile → "Activity" and confirms the events are recorded.

**Rules & Edge Cases:**
- Define program milestones with targets and due dates.
- Milestone progress tracking.
- Milestone completion confirmation.
- Milestone delay alerts.
- Milestone history per program.