Journey Steps
To add Journey Steps, and set up our discipleship journey, we’ll need to go to Settings, and click Journey.
We will see a list of Journey Steps already in the system.
If we are in the Administrator Role, we will see 2 sections, one for Global Journey Steps, and one for Local Journey Steps. If we are in any other Role, we will only see the Local Journey Steps.
Edit a Journey Step
There are two Global Journey Steps that cannot be deleted, but can be renamed. These Journey Steps will be marked as completed, automatically, when someone is added to a Group or Team.
To rename a Journey Step, we need to click the orange pencil icon alongside it, make our changes, and click the Save button.
Delete a Journey Step
To delete a step, simply click on the red dustbin icon, next to the name of the relevant Journey Step.
If we are not in the Administrator Role, we will only be able to edit, or delete, Local Journey Steps.
If we have already added some Journey Steps, to people’s profiles, deleting the Journey Step will delete the data recorded against it, on people's profiles.
Add a Journey Step
To add a new step, click on the blue, Add Step button. We need to enter the name of the new step, in the modal, and click the Save button. The new step will be added at the bottom of the list.
Each of the Journey Step boxes can be dragged and dropped, to change the order they appear in. To change the placement of an item, simply click the arrows, on the left of the step, and drag it up or down the list.
Complete a Journey Step
To mark a Journey Step as complete, on a person’s profile, we will need to find them in the People module, click the Edit button, and click the Journey tab. Click the thumbs down icon, for the Journey Step we wish to complete, and select the date it was completed, using the date picker. Clicking the red X button, below a completed Journey Step, will remove the completion date.