Steps are the heart of a Process — each one is a single action, such as recording a Video, filling out a Form, or holding a pre-conference. After you set a Process's details and click Next, you land on the Steps page, the second stage of building a Process (the 1 Process and 2 Steps stepper at the top tracks where you are). This article walks through adding Steps, deciding who works on each one and what they do, arranging them into Main-Steps and Sub-Steps, and publishing the finished Process.

This article picks up where How to Create an Observation Process leaves off. If you have not set your Process's Title, Description, Category, and Reporting Framework yet, start there.

Building Process Steps is the Process Manager's job. An Account Owner or Super Admin chooses who the Process Managers are in Account Settings > Observations, and a Process Manager can be any User level. If you cannot build or edit a Process, ask your administrator whether you have been added as a Process Manager. For more on setting that up, see Observations Settings.

This article is for these User levels, when they have been named a Process Manager:

From the Process details page, click Next to move to the Steps page. A brand-new Process starts empty, with an illustration and the message:

Click the green + Add Step button in the top-right corner to add your first Step. As you add Steps, they fill the list below, organized into four columns: Steps, Description, Form, and Max Value.

Clicking + Add Step opens the Add Step panel, which slides in from the right side of the screen. Building the panel from the right keeps the rest of your Process in view so you can see what you have already added.

Editing a Step works the same way: open a Step's ⋯ menu and choose Edit, and the same panel opens as Edit Step with that Step's details filled in.

The panel is where you make every decision about a Step — who works on it, whether it needs a signature, where it sits in the Process, and what the person has to do. Each setting is covered below, top to bottom.

At the top of the panel, Who (required) sets who is responsible for the Step:

Two more options appear just below, depending on what you choose:

Note: A Step cannot collect Evidence and require a Signature at the same time. Signature Required is available only when the Evidence toggle (below) is turned off.

Every Step has a title, and every Step is either a Main-Step or a Sub-Step:

A new Step starts as a Main-Step, and the title field reads Main-Step Title. To make it a Sub-Step instead, click the Sub-Step button below the title — the Step becomes indented under the Main-Step above it, and the field changes to Sub-Step Title. Clicking the button again flips it back to a Main-Step. The first Step in a Process is always a Main-Step and cannot be made a Sub-Step.

Use the up and down arrows to move a Step within the list. Moving a Step changes its position, and moving a Sub-Step out of a group turns it back into a Main-Step.

Note: When a Main-Step contains Sub-Steps, the work happens in the Sub-Steps — the Main-Step itself has no action, so its Evidence and Signature options are turned off and unavailable.

The Instructions (optional) field gives the Observer or Observee guidance on what to do for the Step. It includes a formatting toolbar for bold, italic, underline, headings, lists, links, and attachments, so you can spell out exactly what the Step involves.

Three toggles at the bottom of the panel decide what the person actually does on the Step.

The Evidence toggle is on by default. When it is on, the Observer and/or Observee can add Evidence to the Step — recording a Video or Audio, adding a Resource, taking Notes, and more — and you can also set up Score and Form (below).

Turn Evidence off when the Step is just something to check off rather than document. The options below it disappear and the panel shows:

If you also turn on Signature Required for a no-Evidence Step, the message reads:

Turn on Score to attach a numeric or Performance Level score to the Step. You choose one of two ways to score, shown side by side with an or between them:

The i icon next to Score explains: "Optional: Track progress with a Max Value as a whole number, or turn on Use Avg PL to pull the average Performance Level from the Step's scored Frameworks."

Turn on Form to attach a Sibme Form to the Step, then click + Add Form. The Choose Form window opens with every Form available to your Account; use the search bar to find one, Preview to check its contents, and Use to attach it. Once a Form is attached, its first page appears in the panel so you can confirm you picked the right one, and a trashcan icon lets you remove it.

Check Make this a Form-only Step to make the Form the single thing the person does on the Step — no other Evidence is collected.

Each Step in the list has a ⋯ menu with two options:

To change the order of your Steps, use the up and down arrows in the Add Step / Edit Step panel as described under Main-Steps and Sub-Steps.

When your Steps are in place, the buttons at the bottom of the Steps page finish the job:

Once a Process is published, the next step is assigning it. See How to Assign Observers and Observees to a Process.