Phase view & Step view

This guide will walk you through how you can configure Step View & Phase View settings.

Step view: The step view is where you can see the detail of phases and amend step sections and fields.

Phase view: this is where you can see the overview of phases and enable/ disable them.

Each phase has a toggle that you can switch on or off to decide whether students are shown these phases on their student homepage.

You can also add new phases and sort them in order:

You may also rename the phase if you wish by clicking on the pencil on the ride side of the screen.

Step Settings

- Lock form after submission: this means disabling applicants that have already submitted their form, from going back into their application and making changes.

- Disable submissions: Disable new applicants from starting the phase and those in progress (Only completed some steps in the phases) from submitting.

- Stand alone: This makes this phase appear as a separate standalone phase that can be completed at any time regardless of where the user has reached on their journey.

You may also watch this short video guide about the difference between Step View and Phase View

We hope this guide has been helpful; if you have any further questions please do not hesitate to contact us for guidance.