Assessment Steps

The 'Steps' tab is where you'll do the bulk of the customization for Check In steps as well as the content of the assessment. There is a sidebar navigation that is detailed in subsequent articles.

As a reminder, you can use the Preview button at any time to check on what you are building. Further details on how to do this are included in the Settings article.

Some steps have been included for you by default, as they are required for an applicant's Check In process.

You can scroll down to your 'Additional Steps' section to see what additional steps can be enabled.

You can dive into each step either by clicking on the step in the sidebar navigation, or by clicking on the step card in the Steps view.

You can always navigate back to your Steps view by clicking “All Steps” in the sidebar navigation.