Core Docs - Engagement - Use Step Entry

Rock Version: v20.0
Last Modified: 2026-05-01 1:40 PM

Shepherding individuals through your program can be done either from the Step Types page or from the Person Profile page. Whichever path you take, you’ll wind up at a Step Entry page like the one pictured below. This is where you'll maintain step type information for an individual.

When you add or change a step for a person, a history of those changes can be viewed on the Person Profile page under the History tab in the Person History section.

While the Step Entry page is used for manually maintaining step information for individuals, there are automated alternatives. Steps can be updated from Streak Achievements or as part of a Workflow.