Rock U - Steps - Step Programs [Legacy]

Transcribed Video Content

Steps start with a program. A step program contains all of the individual step types that an individual would need to achieve or accomplish in order to complete the entire program. You could have one program or you could have many programs. There's one that comes delivered with Rock. It's the Discipleship Path. And we'll take a look at that as well as how to add new programs right now. And so to look at the list of existing programs or to add a new STEP program, we'll head over to the People area, and under Engagement, we have Steps. Now here we have an example of two step programs in the system, a discipleship path, that's the one that comes delivered with Rock, and a seven sacraments path that's also been added. For example purposes, we'll take a quick look at the discipleship path so that you can see what it looks and how it contains these individual steps, and how for each of those individual steps we have statuses of in progress and complete. So keep that in mind because we're gonna go back to look at our list of STEP programs, and we're gonna add a new STEP program. Some of this is pretty self explanatory, and so I won't make you watch while I do all this. And there I've entered some basic information. Most of this is pretty self explanatory, but there are a couple features I do want to point out. First is the default list view, which you'll notice is set to either cards or grid. I have it set to cards. What this impacts is how the steps within the STEP program will appear within the person profile under the steps page. And we'll take a look at that in a later video. Second, we have the category drop down, which I'm gonna leave blank for this example. But it's important for you to know that categories are a great way to group and organize your STEP programs. If you need to view or manage STEP program categories, you can do it from admin tools under system settings and the category manager using the STEP program entity type. Next, moving down, you'll see a statuses area. Now when we first create the STEP program, there won't be any statuses associated with it, so I'll come here and add a new status. And I'm going to use a status of Started. And it is active. The Is Complete checkbox, I'm going to leave blank for right now. We'll circle back to that. And I am gonna use green as my display color for the started status because green means go. And so I'm gonna add that, and now I have that status. I'm also gonna add an in progress status. And while I do that, it's important to note that we are adding these statuses to the STEP program, and that does mean that these statuses are only used by this STEP program and not any other STEP program. So every time you create a new program, you'll need to create a new set of statuses to go along with them. Now as I've been going through and adding my statuses here, I'm gonna pause on my complete status. Or what, since we have started, I'm gonna make this finished. And for my finished status, I'm gonna mark that it is complete. And all that means is this tells the system that when a step is assigned this status, it indicates that that means that the step is complete, which is why we didn't check it for the other two statuses that I added. So I'm going to add that to my list, and now we've got our full list of statuses here, and we can see that the finished one is the only one that indicates completion. Now you can have as many or as few statuses as you need, and it is possible to have more than one of them that indicates completion if you needed to. Next, let's take a look at the workflows area. Now this is a workflow being added at the step program level, which is important to note because applying a workflow at the step program level as opposed to at the STEP type level, which is also an option, is a great way to save yourself time and effort on repetitive tasks. And so, for example, if you have an email that needs to be sent after the completion of each step within a STEP program, you can just set that up once at the program level and maintain it there instead of having to individually manage workflows for each step type. So you can select when the workflow should be launched. You can set it to launch the workflow anytime a step is completed. And so here right away, we're seeing the importance of that is complete check mark because that's what's gonna trigger the workflow is when it sees that status that indicates that the step has been completed. Alternatively, you can launch a workflow when a status has changed. Or you can launch the workflow manually when you add an individual step type. For right now, I'm not gonna assign a workflow to this particular step program because we're just using it for example purposes, but it's important for you to know that it's an option and that you can. And so with that, my STEP program is ready to be saved. And if I go back, I can see it added. Now, we haven't added any step types yet. That'll come in the next video, which is why the step types and step taking columns are empty. So now your step program is set up and saved, you're ready to add step types to it, which we'll cover in the next video. Hope you found this helpful. Be sure and check out our engagement manual for full details on step programs and steps in general. Thanks for watching.