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Using Pathways

Mohammed Jamal Updated by Mohammed Jamal

Pathway Stages

Select the Proceed button will display the Stages attached to the Pathway and the progress you have made in completing the Stage and related Tasks. You are also able to view the Stages and Tasks of a closed pathway via the Proceed button as well.

Within the Stage view, you are able to see if a Stage is:

  • Open
  • Skipped
  • Completed.

You are also able to move between Stages by select the Previous Stage or Skip Stage button at the lower-right.

If you skip a Stage, a badge will display next the Stage to indicate that it has been skipped. You will be able to return and complete the stage at a later time if necessary.


Tasks

If you select into a Stage, you are able to view the Tasks that have been assigned to the Stage, the status of the Task, when the Task is due, if it is overdue or has been completed, and who last updated the Task.

Tasks are laid out in the order the tasks are to be completed. As you complete each Task, it will move to the end of the line and the next Task will display in the first position. You have the ability to undo a Task if you need to change or update a response.

If you are viewing a completed Task, just select the Skipped Stage button to return to the current task.

A Task can have different button configurations depending on the requirements of the tasks. These can include the following:

  • Undo
  • Instructions related to an action such as viewing details.
  • Not Required
  • Marked as Completed

To help you understand your progress with the Tasks within a Stage, we have provided you with a Pathway Task progress bar. It lists the number of Tasks to be completed for the Stage and at what percentage the Tasks have been completed. If you undo a Task, the progress will update to show that change.


You can utilise the Advanced Search function to find:

  • Pathways
  • Pathway Stages
  • Pathway Tasks.

This feature also allows you to create views and dashboards to capture the data most important to you.

For example, if you want to create a report or dashboard related to overdue tasks, you will need to leverage the Due Date field to show that information.

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