Copy a Pathway

Copy a pathway to use as a template.

To copy a pathway, you need the Manage Pathways and View Pathways permissions.
  1. Sign in as an administrator or user with the appropriate permission.
  2. Click Admin > Pathways.
  3. Next to the pathway, click the ellipsis iconand select Copy.
  4. Make any necessary changes, then click Save.
  5. If you need to add a new step, select Save and Add Another.
When you copy a pathway, you are only using the framework and steps of a previous pathway. This does not copy the People or Resources from the pathway. However, you can add participants, step leaders, and store important documents manually.