Step Types
The step type determines what the learner must do and when the step counts as complete.
| Step type | What the learner does | Completes when… | Notes |
|---|---|---|---|
| Document | Reads a document | Document is viewed | Pick one or more documents |
| Download | Downloads a file | Document is downloaded | |
| Document subscription | Gets access to a document set | Subscription is created | Configure a quota |
| Page | Reads custom content / instructions | Page is viewed | Optionally require the learner to confirm |
| Quiz | Takes a quiz | Quiz is submitted — or passed | 1–10 attempts; set a pass score for “passed” mode |
| Exam | Gets access to an exam plan | Exam subscription ends | Configure a quota of exam plans |
| Exam review | Reviews exam results | Review is opened | Require all or some plans; optionally show child topics |
| Assignment | Submits a written response and/or attachments | On submission — or on approval | Reviewed by a named reviewer or an advisor pool; 1–10 submissions |
| Meeting | Books a session with an advisor | Meeting concludes | Single or group; set duration and reschedule limit |
Which step types appear in your builder depends on what is enabled for your organization.
Platform and legacy types
- PTV (credits) and Custom integration require platform-level handlers and are not selectable by organization admins.
- Approval, Message, and Other are legacy types. They are no longer supported and cannot be published.
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