Equip blocks Start Pathway while the participant has an earlier open round with unresolved top-level steps or required substeps. Complete that work, record an Incomplete outcome (or Skipped on a sequential pathway), or close the earlier round when eligible. Optional substeps do not block another round. Both rounds remain in the participant’s history.
Who can do this, and where
Start and update pathway progress on the web. The new Equip mobile app displays existing progress; it does not edit the dates, supporters or captured fields.
Your role needs the Pathways module at Supporter or Administrator level. Viewers can see pathway progress but not start it.
You need access to the participant: full support scope, or the participant is assigned to you.
The participant must be active in your account. The Start Pathway button is hidden for inactive participants.
Close Pathway and Reopen Pathway need the Pathways edit permission and Pathway Centralization, which is on for every account type except family accounts and is not available to umbrella accounts. Pathway Centralization is turned on for your account by the Equip team. If you do not see View Details on a pathway, ask us to enable it.
What counts as "in progress"
An open round blocks another enrollment while any included top-level step or required substep has no end date and has not been marked Incomplete or Skipped. A never-started included step can still block it. Optional substeps do not. An open round with no included steps also blocks another enrollment until it is closed. Closing the round removes this enrollment block.
Steps to start the pathway again
Open the participant’s Pathways tab and the earlier round’s View Details.
Finish the outstanding work, or use a step’s Mark as Incomplete action if that work will not be completed. Mark as Skipped is available only on sequential pathways.
Alternatively, select Close Pathway at the top of View Details when eligible. Review the confirmation, including any work that will be cancelled.
Return to the participant’s Pathways tab and select Start Pathway. Choose the pathway and case, enter tracked dates, include the steps for this round and assign supporters.
Select Start Pathway. Keep the earlier round for history.
With Pathway Workflows enabled, Task steps finish from their tasks. Form and Assessment steps finish from a qualifying response when Auto Complete is on; with it off, they show Ready to complete until a team member selects Mark as Complete. A Manual parent is complete only when it has an end date and all required substeps are resolved. Optional substeps do not hold it open.
Close Pathway marks the whole enrollment closed; Reopen Pathway removes that closure. A started Manual service with no end date must first be completed or marked Incomplete (or Skipped on a sequential pathway). With Pathway Workflows enabled, open Task, Form and Assessment work does not block closing: closing cancels that open work, rather than completing it. Never-started steps do not block closing. Reopening does not reopen a case or reactivate a participant.
Limits and what the errors mean
This pathway is already in progress means an earlier round still blocks enrollment. Check top-level steps and required substeps, including included work that never started.
Close Pathway marks the whole enrollment closed; Reopen Pathway removes that closure. A started Manual service with no end date must first be completed or marked Incomplete (or Skipped on a sequential pathway). With Pathway Workflows enabled, open Task, Form and Assessment work does not block closing: closing cancels that open work, rather than completing it. Never-started steps do not block closing. Reopening does not reopen a case or reactivate a participant.
Deleting progress is permanent and is not needed to run a pathway again. Linked records are disconnected, not deleted; captured progress values are deleted. A round with an invoice cannot be deleted.
FAQ
Do I need to delete or duplicate the pathway?
No. Finish or close the earlier enrollment and start a new round of the same pathway.
Can I manually end a work-based step?
Tasks complete from their tasks. Forms and assessments need their qualifying response; with Auto Complete off, use Mark as Complete after Ready to complete appears.
Does closing a round complete its open tasks?
No. Closing cancels open typed work, rather than marking it done.
Can I start another round on mobile?
Start and edit enrollments on the web. Existing progress is read-only in the mobile app.
Does the old round remain in reports?
Yes. Each enrollment keeps its own progress history.
Related
What does Pathway Centralization add?
Create a pathway and its steps
Discharge a participant from a pathway step
What do the pathway step statuses mean?
Which date filter should I use for authorizations, invoices and billing?