Pathway step outcomes record whether a service finished, ended incomplete, or was skipped. Closing a pathway ends the enrollment; discharging a participant is a separate action that makes their profile inactive.
Participants may be called Clients, Students, Residents or Explorers in your account.
⚙️ How It Works
Open the participant’s profile, choose Pathways, and click View Details on the enrollment.
Open the menu on the step. Choose Mark as Complete for finished work or Mark as Incomplete when the service ended without completion. Mark as Skipped is available only on sequential pathways.
Enter the required date and, optionally, a reason and notes. Completing records an End Date; incomplete and skipped outcomes do not.
Under After this step, optionally select Close pathway or the Discharge option labelled with your account’s participant term. Discharging also closes the pathway and makes the profile inactive. Review the confirmation before saving.
Click the button matching the outcome you chose.
🔐 Access and Options
Use the web app. The step outcome menu requires Pathway Centralization enabled for your account, the Pathways module at Supporter or higher, and access to the participant. Ask your administrator or Equip support if the menu is missing.
Pathway Workflows is enabled separately. Sequential pathways and typed task, form and assessment steps are available only where that feature is enabled.
Mark as Complete requires a started step and its required child work to be resolved. Typed steps finish through their linked work; a form or assessment step without Auto Complete instead shows Ready to complete after its response is done, then staff complete it.
Mark as Incomplete and Mark as Skipped require no existing end date or outcome. They can be used on a step that never started. Neither counts as complete, but both resolve the step’s requirement and allow later work to become available when its other requirements are met.
Step reasons are managed under Account Settings → Pathways → Step Reasons. Reasons can apply to Complete, Incomplete, Skipped or Any outcome. They are separate from participant discharge reasons; a reason is optional.
With Workflows enabled, resolve started Manual services without an end date before closing. Open Task, Form and Assessment work is cancelled by closure, not completed. Never-started services do not block closure.
Without Workflows, resolve other in-progress steps before closing. Discharging the participant also requires permission to discharge participants.
Open work cancelled by an outcome or pathway closure is not completed. Review the named work in the confirmation. Existing responses remain part of the participant’s record.
✅ Benefits
Keep dates, reasons and notes for service outcomes without deleting the participant’s history.
Distinguish finished work from work that ended incomplete or was skipped.
📋 Update Several Services
Open Pathways → Progresses, then Batch Actions → Complete / Incomplete / Skip. Select eligible rows and choose Mark Selected Complete, Mark Selected Incomplete or Mark Selected Skipped. Review the date, optional default reason, individual reasons and notes, then confirm. The limit is 100 services per batch. Ineligible rows are identified; batch actions never close a pathway or discharge a participant.
↩️ Change an Outcome
For a completed step, use Set Completion Reason to adjust its reason or notes. To undo an outcome, choose Mark as In Progress and read the confirmation. This removes the outcome and clears the end date, keeping the start date. A step that never started returns to Not Started. Reopen a closed pathway with Reopen Pathway first. When completion follows linked work, reopen or change that work rather than clearing the step’s outcome. Task menu actions can act directly on the linked task when your permissions allow it.
Undoing a step outcome does not reactivate a discharged participant. Reactivate the profile separately if needed. Work cancelled by an outcome can resume when the outcome is removed, subject to the pathway’s availability rules.
💡 Best Practices
Use a step outcome for a service ending; discharge the participant only when they are leaving the program.
Check required work before completing a parent step and review all cancelled work before confirming.
Do not delete steps or progress to correct an outcome: deletion removes the associated step history.
❓ FAQs
Where did Discharge Step and Undo go?
Use the outcome actions in the step menu and Mark as In Progress to reverse an outcome. Older discharges retain their recorded details: those with an end date read Complete; those without one read Incomplete.
Does marking a step incomplete make the participant inactive?
No. Only choosing the separate Discharge option changes the participant’s profile status.
Can I pause a pathway?
There is no dedicated pause status. Document a temporary pause in a note; use an incomplete outcome when a service has ended without completion.
Why is Mark as Skipped missing?
It is offered only on sequential pathways and only before the step has an end date or outcome. Use Mark as Incomplete on a non-sequential pathway.