Waypoint measurement types define how progress is recorded on a goal. Choosing the right type helps teams collect consistent information, compare updates over time, and understand whether the participant is moving toward the desired outcome.
📄 How It Works
When creating or editing a waypoint, use Measurement Source to choose how progress should be tracked.
Question — use this when progress should be entered directly while logging a goal progress update.
Routine — use this when progress should be based on completing routine sessions.
Question-based waypoints and routine-based waypoints are tracked differently, so choose the source that matches the behavior you want to measure.
⚙️ Question Types
When Measurement Source is set to Question, choose the Question Type that matches the update staff should enter.
Long Answer — best for detailed narrative updates, observations, and context.
Short Answer — best for brief text updates or quick notes.
Number Answer — best for measurable values such as hours, attempts, dollars, tasks, or other numeric counts.
Single Choice — best when the updater should choose one option from a defined list.
Multiple Choice — best when more than one option may apply.
Likert Scale — best for rating progress on a scale, such as independence, confidence, consistency, or support level.
🔁 Routine-Based Waypoints
Routine-based waypoints connect goal progress to routine sessions. Use this option when success depends on completing a routine a certain number of times.
Routine selects the routine that should count toward the waypoint.
Completion Threshold (%) sets the minimum routine session score needed for a session to count. The score is based on the percentage of routine tasks completed in that session.
Target Sessions sets how many successful sessions are needed in total. It is not a per-week target.
Auto Complete completes the waypoint automatically when successful sessions reach Target Sessions.
Include Prior Sessions counts eligible routine sessions completed before the waypoint was created. When this is off, Equip counts sessions from the waypoint creation date forward.
Example: If the participant should complete a shower routine 5 times per week for 8 weeks, enter 40 for Target Sessions. Entering 5 would complete the waypoint after five successful sessions total.
✅ Benefits
Cleaner updates — the progress form asks for the right kind of information.
Better consistency — team members record progress in the same format over time.
More useful reporting — structured waypoint data is easier to review and export.
Less manual tracking — routine and number-based waypoints can support automatic progress calculations.
💡 Best Practices
Use Long Answer when the story matters more than a score.
Use Number Answer when staff should enter a number during Log Update.
Turn on Accumulating for number waypoints when each update should add to a running total.
Use choice-based questions when you want standardized answers across team members.
Use routine-based waypoints when the goal is directly tied to repeated routine completion.
For routine-based waypoints, calculate Target Sessions from the full goal period. For example, weekly expectation × number of weeks.
❓ FAQs
Can I change the measurement type later?
Yes, you can edit the waypoint. Review the change carefully because it may affect how future progress is collected.
Do routine waypoints appear on the progress update form?
No. Routine-based waypoints are tracked from routine session activity rather than direct question responses on the progress update form.
For routine waypoints, is Target Sessions weekly or total?
Target Sessions is total. If the goal is 5 successful sessions per week for 8 weeks, enter 40.
What is Completion Threshold (%)?
It is the minimum routine session score required for that session to count toward the waypoint.
Can a waypoint auto-complete?
Yes. Number and routine-based waypoints can use Auto Complete when target settings are configured.