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Edit Step Programs

Let’s go back to the Step Program page to see how we can edit our programs. Clicking the Edit button lets you update the program and its configurable settings.

  1. Name - Provide the name of the program.
  2. Active - Set the program to active or inactive.
  3. Description - Add a meaningful description of the program.
  4. Icon CSS Class - Choose the CSS icon to use for the program.
  5. Category - Categories help to group your related programs. You can view and manage step program categories from Admin Tools > Settings > System > Category Manager using the Step Program entity type.
  6. Completion Flow - Defines how participants progress through the steps in a program.
    1. Linear (Required): Steps must be completed in order no matter what; custom prerequisites will be removed.
    2. Linear (Preferred): Step ordering is preferred but not required, and prerequisites are enforced.
    3. Non-Linear: Ordering is for display purposes only; prerequisites are enforced.
  7. Statuses - This is where you'll set the different statuses, like 'In Progress' or 'Complete' for the program. We'll discuss this area in detail below.
  8. Step Type Attributes - This is where you can create attributes that will be applied to each Step Type associated with this Program. These can be seen and edited when editing the Step Type.
  9. Step Program Entity Attributes - Displays Entity Attributes labeled Step Program if any are configured. More on this below.
  10. Workflows - Workflows and Step Programs are a powerful combination. We'll go into details on the options available to you below.

Default List View

Steps information for an individual can be viewed under the Steps tab on the person profile, either as cards or in a grid. You can toggle between these views from within the person profile using the ti ti-grid-dots and ti ti-list buttons. As noted in the prior section, the default view is set at the step program level.

Card View

The screenshots above (cards) and below (grid) are both for the same person following the Discipleship program.

List View

While in card view, hovering over a card lets you view additional details as well as access the Step Entry page. This is controlled by the Step Type Advanced Settings (see Editing Step Types).

Note

Step Security
A person needs to be in a role with Edit permission for the Steps block in order to add steps from the Person Profile page.  

Tip

Cards or Grid?
The cards view will condense multiple occurrences of a step into a single card, whereas the grid view will display a row for every occurrence of the step. For this reason, the grid view may be more appropriate for step programs that allow steps to be repeated often. The grid view also displays a "Summary" column that shows step attributes configured to show on grids.

If you have multiple campuses, you can choose to show or hide the campus associated with a step by changing this block's settings. This applies to both the cards and grid views.

The default view doesn't have to be the same for all of your programs. Choose the one that seems best for each individual program. You can always change it later if you need to.

Statuses

The values you set up here are used to track an individual’s status for any step type in the program. This list shows each status and whether it is treated as Completing the step.

The Create Status page is used when adding or changing a status.

  1. Name - Add the name of the status (e.g., In Progress).
  2. Is Active - Set the status to active or inactive.
  3. Is Complete - Select this option only if the status means the entire step has been completed.
  4. Display Color - Select the display color for the status.

Tip

Completed But Not Completed
In the Step Entry section we discussed the “Date Completed” field. It’s important to note that this date, by itself, is not enough to indicate that the person has finished a step. For a person to truly complete a step, an “Is Complete” status and a completion date should both be present.  

Entity Attributes

If you have an Entity Attribute configured for Step Programs, it will appear in the settings here.

Using Entity Attributes for Step Programs lets you apply attributes across all programs. In this example, Internal Program is a Boolean that can be selected for any Step Program. This works well for attributes you need system-wide.

To add a new attribute for this program, go to Admin Tools > Settings > Entity Attributes and select Step Program as the Entity Type.

Workflows

Here you can add one or more workflows to the program. Keep in mind that workflows added to the program apply to all the steps in program, regardless of the step type.

Step Program Workflow

The workflow can be launched according to one of three triggers:

Workflow Triggers

  • Step Completed: The workflow is launched when the step is assigned any “Is Complete” status (see Editing Step Programs).
  • Status Changed: The workflow is launched either when there is any status change, or according to specific status changes you define.
  • Manual: The workflow is launched by a manual click of a button.

See our Blasting Off With Workflows guide for more information on creating workflows.

Tip

Why Use Step Program Workflows?
Applying a workflow at the step program level (as opposed to the step type level, described in the next section) is a great way to save yourself time and effort on repetitive tasks. For example, do you have an email that should be sent after the completion of each step in a program? If so, it can be added and maintained once at the program level instead of individually for each step type.


Configure Steps Edit Step Types