Move Individuals to Another Step
You can move a pathway participant to another step even before they've completed the step they're on.
- Log in.
- Click .
- Click the name of the pathway.
- Click the Steps tab.
- Click a step.
- Select the check box next to the individual(s) you want to move; they must all be moving to the same step.
- From the Select an action drop-down list, select Move to a Different Step.
- Select a step and click OK. The previous step(s) will automatically
be marked as completed for these individuals. Note:
A Pathway Leader must be assigned to a pathway participant to receive daily or weekly digest emails of the participant's progress. By default no one is assigned when a participant is added to a step.