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Choosing the Right Waypoint Measurement Type

Learn how to choose the best waypoint measurement type for tracking goal progress in Equip.

Written by MaryGrace Flores

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.


πŸ“„ How It Works

When creating or editing a waypoint, use Measurement Source to choose whether progress should be tracked with a question or through routine completion.

  • Question β€” use this when the update should be entered directly on the goal progress update form.

  • Routine β€” use this when progress should be based on completing routine sessions.

For question-based waypoints, select a Question Type that matches the kind of update you want the team to provide.


βš™οΈ Question Types

  • Long Answer β€” best for detailed narrative updates, observations, and context.

  • Short Answer β€” best for brief text updates or quick notes.

  • Number Answer β€” best for measurable values such as hours, attempts, sessions, dollars, or completed tasks.

  • Single Choice β€” best when the updater should choose one option from a defined list.

  • Multiple Choice β€” best when more than one option may apply.

  • Likert Scale β€” best for rating progress on a scale, such as independence, confidence, consistency, or support level.


πŸ” 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 or reaching a routine completion threshold.

  • Routine β€” choose the routine that should count toward the waypoint.

  • Completion Threshold (%) β€” set the minimum session score needed for the session to count.

  • Target Sessions β€” set how many successful sessions are needed.

  • Auto Complete β€” complete the waypoint automatically when the target is reached.

  • Include Prior Sessions β€” count eligible routine sessions completed before the waypoint was created.


βœ… Benefits

  • Cleaner updates β€” the progress form asks for the right kind of information.

  • Better consistency β€” team members record progress in the same format over time.

  • More useful reporting β€” structured waypoint data is easier to review and export.

  • Less manual tracking β€” routine and number-based waypoints can support automatic progress calculations.


πŸ’‘ Best Practices

  • Use Long Answer when the story matters more than a score.

  • Use Number Answer when the goal has a clear numeric target.

  • 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 routine completion.


❓ 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.

When should I use Accumulating?
Use Accumulating on number waypoints when each update should add to a running total instead of replacing the previous value.

Do routine waypoints appear on the progress update form?
Routine-based waypoints are tracked from routine session activity rather than direct question responses on the progress update form.

Can a waypoint auto-complete?
Yes. Number and routine-based waypoints can use Auto Complete when target settings are configured.

What is the safest choice for a first waypoint?
For beginners, Long Answer or Number Answer is usually easiest, depending on whether the update is narrative or measurable.


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