Rock U - Steps - Step Programs

Transcribed Video Content

All steps start with a STEP program. Okay. Let's look at that discipleship path step. Right here, we'll just click on it. Great. And now we're looking at that program, and you can already see there's been lots of completions. People have been taking these steps, and we have step types here. Lots of charts you can look at. Those will all be covered in a different video as well. But let's create a program from scratch so you can see what it looks . Go back to steps. Click the plus button, and I'll skip ahead to fill this out. Great. Now I've got some simple things set up here, and we have the name and the description. And we just have a nice picker here to make it easy. Looked up the icon I want and clicked on it. Then we have category. And this is for if you have a bunch of programs and you wanna make it easier to find the program that you're looking for, it's nice to add categories. So the way you can do this is if you went to admin tools and settings, then looked for the category manager and added a new category with the entity type of step program, then anything you add that will show up here, and we've picked discipleship. Then very important here is completion flow. So we are actually gonna pick linear preferred, but I'll tell you what each one means. So we'll cover step types more deeply in another video, but this is important because it's set up at the program level. So imagine you have three steps and you picked linear required. That means whichever order you have those steps in is exactly how someone must follow them whether or not there are prerequisites. The prerequisites are ignored, and the order You can have an order, and it will be suggested that the person that's completing these steps completes them in that order. Was it so prerequisites do matter. And if you were to pick nonlinear, which is the last option, it's a little bit different. It doesn't care about the order at all, only prerequisites. So we're gonna do linear preferred. We're gonna move on and set up some more things. So we'll do statuses, and these are the different statuses that someone who's completing this step can take on. So let's create two, one being in progress. We'll make the display color yellow. And it it's nice to pick one that makes sense because you'll see this in a couple places such as the step charts. We'll add it, Then gonna add one called completed and mark it as complete, which means once someone has received this status, they've completed the step. And we'll do green because that makes sense, And we've added it. Moving on, if you , you can add a step type attribute, and that means for every step type you add, you can you can add workflows here, and you have all of your workflows to choose from, but you can actually select when the workflow is launched. So this is at the step program level, meaning you can get this workflow to launch in many different ways, such as when a step is completed, when someone's status has changed, or manually, which means you can just do it whenever you'd . We're gonna not gonna do that right now. Click save. Okay. Here's the step program. We can go back here. There you go. You can see my step program is now listed. And we have the category, but we have no step types created, no steps taken. That's okay. We'll show you how to do these things in a future video. Okay. Now you've got a step program set up.