Rollup Settings are how the individual Activities contribute to the overall status of the Pathway.
Sequencing Rules determine whether certain Activities need to be completed in sequence.
Registration Settings determine whether an Activity is always registered with the Pathway or can be registered separately to appear in the Pathway.
| Rollup settings | |
| Completion status | Remove the tick from this box if you wish to make an Activity optional so the User does not need to complete the Activity as part of the Pathway to mark it as Complete. |
| Time Spent | Leaving this box ticked will show the time a User has spent on a particular Activity and will count towards the total time spent on the Pathway. This can be helpful when running Reports. |
| Score |
Leaving this box ticked will show the scores users have obtained on Assessments and will count towards the cumulative score for the complete Pathway. Only applicable for Assessment Activities or if the Activity is another Pathway containing an Assessment. This can be helpful when running Reports. Note: If you have more than one activity in a pathway with Score selected, the score which rolls up to the parent pathway is an aggregate score across the number of activities. If you suspect the rolled up score is inaccurate, it may be because an activity without a score associated to it has the Score option ticked. Check the roll-up settings for each activity in the pathway. Only Assessments and Pathways containing Assessments should have score selected. |
| Success Status | This box would need to be ticked for Assessment Activities if the User must pass it for the Pathway to be marked as Complete. Only applicable for Assessment Activities or if the Activity is another Pathway containing an Assessment. |
| Sequencing rules | |
| Must Complete | Ticking this box means that the User needs to complete a particular Activity before they can move onto the next Activity in the sequence. Sequence only includes Activities set to Must Complete. Other Activities can be completed in any order. |
| Must Pass | Ticking this box means that the User needs to pass a particular Activity before they can move onto the next Activity in the sequence. Only applicable for Assessment Activities or if the activity is another Pathway containing an Assessment. |
| Registration Settings | |
| Automatic (default) | This is the default setting and means users will be automatically registered onto the Activity at the time they are registered onto the Pathway. |
| Manual | Use this setting if you wish to optionally register specific Users on a case-by-case basis. This can be driven by an Registration Rule. For example, if it only applies to certain Roles. |
See the amend Activity settings in a Pathway guide to see how to amend the settings.