Add/Edit Stage & Steps

Add/Edit Stage & Steps

1. Navigate to Admin.

2. Navigate to Location, select Veins Tracker and from the dropdown select Stage & Step.


3. Click on the "+" icon located on the top right of the table. 


4. Enter all applicable information. 


- Capture/Release Resources

Resources will be captured and released automatically on the associated stage or steps

- Add Alerts

Alerts will show on Stage Display based on these assignments

- Assign SMS/Email Templates

SMS/Email templates will be sent in stage display based on these assignments

4. Select the Edit Button.


Edit the information in the dialogue box 


- Capture/Release Resources

Resources will be captured and released automatically on the associated stage or steps

- Add Alerts

Alerts will show on Stage Display based on these assignments

- Assign SMS/Email Templates

SMS/Email templates will be sent in stage display based on these assignments


5. Click the "Update Stage" button at the top of the page.
Updates will be reflected immediately 
Please Note Multiple Steps can be added by clicking the "+" icon to the same Stage.


    • Related Articles

    • Add/Edit Visit Type & Reason

      1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Visit Type. 3. Click on the "+" icon located on the top right of the table.  -  Click on the "+" icon to add or edit visit types. Note: The visit type ...
    • Add/Edit Resources

      1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Resource. 3. Click on the "+" icon located on the top right of the table.  - Enter all applicable information.  - Click the "Create" button at the bottom ...
    • Add/Edit Demo Questions

      1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Demo. 3. Click on the "+" icon located on the top right of the table.  - Select any questionnaire type and upload your questions.  - Click the "Save" ...
    • Add/Edit Questionnaire Questions

      1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Questionnaire. 3. Click on the "+" icon located on the top right of the table.  - Select any questionnaire type and upload your questions.  - Click the ...
    • Add/Edit Email template

      1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Email Template. 3. Click on the "+" icon located on the top right of the table.  - Enter the applicable information.  - If users select save as draft, ...