Pathway Centralization adds a View Details page to every pathway progress on a participant's Pathways tab. That page shows the round's status and completion, the configured dates, the step timeline, the goals, notes, forms, assessments and documents linked to the pathway or its steps, and the authorization's invoices, and it is where Mark as Incomplete, Close Pathway and Reopen Pathway live. It also adds a Pathways field on notes, goals, forms, assessments and documents to link them to a pathway or step, step-outcome and closed filters on the Progresses list, and step-outcome and closure columns on the Pathway Progress report. Nothing about existing pathways, steps, dates, authorizations or billing changes.
Participants are labelled Clients, Students, Residents or Explorers depending on the account type. This article calls them participants.
Who can use it, and where
Use the web for step outcomes, closures and progress edits. The new mobile team-member view also displays linked activity and assigned step forms; it does not offer step-outcome or closure actions.
View Details needs the Pathways module at Viewer or higher and the participant in your scope of support. Mark as Incomplete, Close Pathway and Reopen Pathway need Supporter or higher.
Each linked activity section only shows when your role can see that module on participant profiles, for example the Notes module for linked notes.
Pathway Centralization is on for every account type except family accounts and is not available to umbrella accounts. It is turned on for your account by the Equip team. If you do not see View Details on a pathway progress, ask us to enable it.
Steps to open a pathway progress
Open the participant’s Pathways tab and select View Details on the enrollment.
Review the header’s status, top-level step completion, current step and configured dates. Required substeps contribute through their parent rather than adding to the top-level total.
Review the Steps timeline and each step’s menu. Use Mark as Complete, Mark as Incomplete or, on sequential pathways, Mark as Skipped when available.
Open the linked activity sections you have permission to see, including forms, assessments, goals, notes, documents, events and routines.
Use Update Progress for progress edits, Close Pathway at the top for closure, or the Reopen Pathway menu action on a closed enrollment.
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.
Steps to link a record to a pathway or step
Open the note, goal, form response, assessment response or document, or create a new one for the participant.
In the Pathways field, placeholder Link to Pathways or Steps, pick the pathway round or one of its steps. Each option shows the round's status, so two rounds of the same pathway can be told apart.
Save. The record now appears under the matching section on View Details, and its Pathway and Pathway Step show in the detail reports that carry pathway columns.
Link to the step when the record belongs to one phase of service and to the pathway when it applies to the whole round. Events and routines can also be linked to pathways where their pathway linking controls are available.
Closing and reopening a pathway progress
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.
When offered, the closure confirmation lets you also close the enrollment’s case. Closing the pathway alone never makes the participant inactive. Step outcome forms may offer After this step options to close the pathway or discharge the participant; select those only when intended.
Limits and what the errors mean
Linked records are never deleted by pathway actions. Deleting a step or pathway from the library, or deleting a pathway progress, unlinks them; the deletion preview says "N linked records (unlinked, not deleted)" and, for a step, lets you tick which links to keep at the pathway level.
Deleting a pathway progress is still permanent for the round itself: dates, supporters, discharges, closure and recorded custom field values go with it. The confirmation reads "Are you sure you want to delete this pathway progress? It will be permanently removed and all notes associated with it will be disconnected. This action cannot be undone."
Pathways, then Progresses provides Incomplete and Skipped status filters, a Step Reason filter and Closed Pathways Only. Step outcomes and enrollment closure are separate: an Incomplete or Skipped step is not a closed pathway.
The Pathway Progress report offers Enrollment Status, Step Actions and Action Details column groups when centralization is available. Use Pathway Step Actions for recorded Complete, Incomplete and Skipped outcomes.
There is no Download Summary or print button on View Details today. Use the Pathway Progress report for a spreadsheet of a round.
FAQ
Does this change billing?
No. Centralization adds a detailed enrollment view, record linking, step outcomes and closure controls. Authorizations and invoices remain separate features.
Which records can be linked?
Goals, notes, forms, assessments, documents, events and routines support pathway linking where the corresponding controls and permissions are available.
Can I close a pathway with work still open?
Started Manual services must first be completed or marked Incomplete or Skipped. With Pathway Workflows enabled, remaining typed work does not block closing; it is cancelled, not completed.
Does closing make the participant inactive?
No. Closing only affects the enrollment. Discharging the participant is a separate explicit choice.
Can I undo an outcome or closure?
Use Mark as In Progress on an eligible step to remove its outcome, or Reopen Pathway for the enrollment. This does not reopen a case or reactivate a participant.
Why is View Details missing?
Check Pathway Centralization availability and your Pathways permissions. Linked sections also require access to their own modules.
Related
Discharge a participant from a pathway step
What do the pathway step statuses mean?
Can a participant run the same pathway more than once?
Where can I watch the Pathway Centralization webinar recordings?
Pathway Progress Report
Discharges Report