Create a Step

Steps group Requirements together and identify where a prospect is in the Admissions Process.
A Program has Steps linked to it, usually 3-4.
Once a prospect has completed all the Requirements within a Step, they move on to the next Step.

To create a step, follow these instructions:

1. On the left navigation menu, click Setup.
2. On the Admissions Process tab, click Add/Edit Libraries.
   The Libraries: Add/Edit dialog box opens.

3. Click Steps.
4. Click Add.
5. Type a Step Name and, optionally, a Step Description.
6. Click .
    

Next, Add a Step to a Program.