Assign Specific Leaders (Leader Instructions)
You can assign a pathway leader to help an individual through a pathway step.
Leaders can perform this action only if an administrator has enabled it.
Step leaders can perform this action only if an administrator or pathway leader has enabled it for the pathway.
Note: The pathway step must already have step leaders assigned to the step to choose from, or the option to select a leader will not appear. If you do not see this option, an administrator or pathway leader must edit the step, and add step leaders to this step.
- In the top-left corner, click your ministry hub then Connect. Then click Pathways. If you do not see this option, you are not a pathway or pathway step leader.
- Click Current, then click a pathway for which you are a leader or step leader.
- On the Steps tab, click a step name. For step leaders, click a step you lead.
- Select the check box next to one or more participants.
- Click the Select an action drop-down list, and select Assign a Leader.
- Select a leader.
- Click Save.