A pathway step on the web reads Not Started, In Progress, Complete, Incomplete or Skipped. Dates and resolved required work determine completion; Incomplete and Skipped are recorded outcomes, not completed work. Closed describes the whole pathway enrollment, not an individual step.
Participants are labelled Clients, Students, Residents or Explorers depending on the account type. This article calls them participants.
Who sees statuses, and where
The Pathways module at Viewer or higher lets you view progress for participants in your scope. Use View Details for step statuses and Pathways, then Progresses, for the account-wide list.
Progress edits and step outcomes need Supporter or higher and access to the participant. Step outcomes and enrollment closure require Pathway Centralization.
Typed work, substeps and Sequential require Pathway Workflows to be enabled for your account.
The mobile app shows existing progress using date-based statuses. Record outcomes and edit enrollments on the web.
The statuses
Not Started: No start date and no recorded outcome.
In Progress: Started but not complete. A Manual parent can remain In Progress even with an end date if required substeps are unresolved.
Complete: An end date is recorded and required substeps are resolved.
Incomplete: Work ended without being completed. Use Mark as Incomplete on a step with no end date or existing outcome, even if it never started.
Skipped: Work was bypassed on a sequential pathway. Use Mark as Skipped; it is not offered on non-sequential pathways.
Incomplete and Skipped resolve requirements and release later sequential steps, but never count as complete. Old discharge terminology has been replaced by these outcome labels. A step not included in the enrollment has no progress status.
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.
Status of the whole pathway progress
The enrollment header counts included top-level steps. Required substeps contribute through their parent. It reads Completed when all top-level steps are workflow-complete; otherwise it reads In Progress if any has started, or Not Started if none has started. A closed enrollment reads Closed.
The completion percentage is completed top-level steps divided by all included top-level steps. Incomplete and Skipped steps stay in the denominator and do not count as completed.
Steps to change a step's status
Open the participant’s pathway with View Details.
Open the step’s menu. Available actions depend on its state: Mark as In Progress, Mark as Complete, Mark as Incomplete and, on sequential pathways, Mark as Skipped.
For an outcome, enter the requested date and optional reason and notes, then confirm. A task must be completed from its task; forms and assessments need a qualifying response.
To reopen an eligible ended step, use Mark as In Progress. This removes the outcome and end date but keeps its start date; a step that never started returns to Not Started. Reopen the pathway first if the enrollment is closed.
Use Update Progress to edit Manual step dates. End dates on work-based steps follow the linked work, except a Form or Assessment step with Auto Complete off can be completed by staff after its response qualifies.
Limits and what the errors mean
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.
An end date requires a start date. A completion date for a Form or Assessment step completed by staff cannot precede the qualifying response.
A parent cannot be completed while required substeps are unresolved. Optional work does not block completion.
Reopening a required substep can make its parent In Progress again without erasing the parent’s saved end date.
Status filters on Progresses use Complete, Incomplete and Skipped; Closed Pathways Only filters enrollment closure separately.
Turning an included step off deletes its progress data; required substeps follow the parent. Review warnings before saving.
Date-window reports use their own named date filters. Do not assume a historical report always matches today’s status list.
FAQ
How do I complete a step?
For a Manual step, record its end date or use Mark as Complete once required work is resolved. Complete Task work from its task. Submit and, where required, obtain approval for a Form response, or complete an Assessment response. With Auto Complete off, finish the ready step with Mark as Complete.
What is the difference between Incomplete and Skipped?
Both end work without completing it. Incomplete is available on every pathway; Skipped is offered only on sequential pathways.
What is the difference between Complete and Closed?
Complete is a step outcome. Close Pathway marks the whole enrollment closed, including rounds with work that was never completed.
Can I put work on hold?
There is no paused status. Keep an active service In Progress and explain the pause in a linked note; do not record an ended outcome merely to hide active work.
Can I print the pathway?
There is no Download Summary button on View Details. Use the Pathway Progress report for a spreadsheet, or your browser’s print feature.
Does mobile show every web outcome?
No. Mobile shows existing progress with date-based statuses; record outcomes and closure on the web.
Related
Discharge a participant from a pathway step
Can a participant run the same pathway more than once?
What does Pathway Centralization add?
Pathway Progress Report
Who can see and edit pathways, authorizations and invoices?