Mark a Step Complete (Leader Instructions)

Explains how leaders indicate the completion of a pathway step.

Pathway leaders can only perform this task if the permission has been enabled under leader responsibilities.
When a participant finishes the requirements of a step, the step leader can mark steps complete. On ordered steps, this will automatically move them to the next step.
  1. Log in.
  2. Click your name in the upper-right corner, and select My Profile.
  3. Click Pathways on the main menu. If you do not see this option, you are not a pathway or pathway step leader.
  4. Click the pathway for which you are a leader or step leader.
  5. Click the Steps tab.
  6. Click the step you lead.
  7. Select the check box next to the person's name, click Select an action, and select Mark Complete.