Navigate to the Menu and click on Content Manager.
Search for 'T&C Pathway'.
Click on the Pathway's title.
Click on the Details tab.
Click on Copy.
Rename the pathway so you can easily identify it e.g. Your Company Name T&C Pathway (Regulated Employees) 2017.
IMPORTANT: Each Pathway copy that you make must include 'T&C' within the name as this is used to provide the filtered T&C view to the Line Managers' and Administrators' dashboards.
Now that you have created your own Pathway version you can make any required changes to meet your needs, including:
- Adding in additional Forms (including PIP)
- Removing existing Forms
- Reordering Forms
- Configuring Due Dates for each Form
- Deciding if Forms are mandatory for overall Pathway completion.
Please see Amend the Activity Settings in a Pathway guide if you're unsure how to amend the settings.
To remove a Form, tick the box next to its name.
Choose Remove from the Actions dropdown menu.
Click on Confirm in the pop-up window.
The Form will be removed.