Waypoints help you break a larger participant goal into smaller, measurable steps. Each waypoint defines what progress looks like, how it will be measured, and when the team expects to review or complete that step.
đ How It Works
From the home page, go to Participants and select the participant whose goal you want to update.
Open the participant's Goals tab, then select the goal.
Click New Waypoint.
Enter the waypoint details: Title, Status, Target Date, Description, and optional Category.
Choose a Measurement Source: Question or Routine.
Click Create Waypoint.
âď¸ Question-Based Waypoints
Use Question when progress should be entered directly while logging a goal progress update.
Question Type controls the response format, such as Long Answer, Short Answer, Number Answer, Single Choice, Multiple Choice, or Likert Scale.
Baseline and Target are available for Number Answer waypoints.
Accumulating makes each number update add to a running total instead of replacing the previous value.
Auto Complete can complete a number waypoint when its target is reached.
đ Routine-Based Waypoints
Use Routine when progress should be based on completing routine sessions instead of answering a question on the progress update form.
Routine selects the routine that should count toward the waypoint.
Completion Threshold (%) sets the minimum routine session score required for a session to count. The session score is based on the percentage of routine tasks completed.
Target Sessions is the total number of successful routine sessions needed for the waypoint. It is not a weekly rate.
Auto Complete completes the waypoint automatically when the number of successful sessions reaches Target Sessions.
Include Prior Sessions counts eligible sessions completed before the waypoint was created. When this is off, Equip counts sessions starting when the waypoint was created.
Example: If a hygiene goal includes showering 5 times per week for 8 weeks, set Target Sessions to 40. Set it to 5 only if the waypoint should complete after five successful sessions total.
â Benefits
Clearer tracking â each waypoint defines exactly how progress should be measured.
Flexible setup â use questions for direct updates or routines for activity-based tracking.
Better reporting â waypoint details, targets, routine links, and successful sessions can be reviewed in goal reports.
đĄ Best Practices
Keep waypoint titles specific so staff understand what action or outcome is being tracked.
Use Question when staff need to enter observations, ratings, or numbers during Log Update.
Use Routine when the participant should complete the same routine multiple times and each completed session should count toward the goal.
For routine-based waypoints, calculate Target Sessions as the total number of expected successful sessions across the full tracking period.
â FAQs
Do routine-based waypoints appear when logging a progress update?
No. Routine-based waypoints are tracked through routine session activity. Question-based waypoints are the ones that appear on the progress update form.
For a routine waypoint, should Target Sessions be weekly or total?
Use the total number of successful routine sessions needed for the waypoint. For 5 sessions per week over 8 weeks, enter 40.
What makes a routine session count?
The session counts when its completion score meets or exceeds the waypoint's Completion Threshold (%).
What does Include Prior Sessions do?
It allows eligible sessions from before the waypoint was created to count. Without it, Equip counts sessions from the waypoint creation date forward.