Skip to main content

Completing steps or plans

Complete a step

  1. Find the step or action you want to complete in the Global Action Bar.

  2. Click the Complete button.

    1. If required information is missing, a wizard window will open to guide you.

      Start_next_step_-__if_not_prepared.png

    2. If all required information is provided, a 5-second countdown allows you to undo your action.

      Step_starting.png

  3. You will proceed to the next step in your plan.

Complete final step

If you are at the final step in a plan, you will be shown a wizard or guide that tells you how to start on the next plan.

  1. Find the final step you want to complete in the Global Action Bar.

  2. Click the Complete button.

    1. If required information is missing, a wizard window will open to guide you.

      Start_next_plan_-__if_not_prepared.png

    2. If all required information is provided, a guide will tell you what the next plan and step is.

      Summary_if_next_prepared.png

  3. After completing the guide, you will proceed to the next plan's first step.

In this section: