Both recordings are below. Pathway Centralization adds a View Details page to each pathway progress on a participant's Pathways tab. It brings the step timeline and statuses, the goals, notes, forms, assessments and documents linked to that pathway, step discharges, invoices, and the Close Progress and Reopen Progress actions into one place. It is on for every account type except family accounts and is not available to umbrella accounts; the Equip team turns it on for your account.
Pathway Centralization Webinar - Higher Ed
Watch on YouTube: Pathway Centralization Webinar - Higher Ed
For inclusive higher education teams using pathways to track participant progress through program milestones and to keep related records with the right pathway.
Pathway Centralization Webinar - CRP
Watch on YouTube: Pathway Centralization Webinar - CRP
For community rehabilitation providers using pathways to manage services, step progress, linked activity, step discharges and closing a pathway progress.
What the webinars cover
Opening a pathway progress with View Details and reading the step timeline, current step and completion percentage.
Understanding step statuses: Not Started, In Progress, Completed, Discharged (Completed) and Discharged (Incomplete).
Linking goals, notes, forms, assessments and documents to the right pathway or step, and reviewing them from the pathway progress page.
Discharging a participant from a step with a date, reason and notes.
Closing a finished pathway progress and reopening it.
The webinars may show a Download Summary export on the View Details page. That button is not in Equip today; use the Pathway Progress report for a spreadsheet of a round.
Current linking options
The current pathway picker links goals, notes, form responses, assessment responses and documents. Events and routines are not offered in that picker. A recording may show an earlier or demonstration workflow; use the current controls described in Pathway Centralization.
Related
What does Pathway Centralization add?
What are pathways and how do they work?
Create a pathway and its steps
Discharge a participant from a pathway step
Can a participant run the same pathway more than once?