What are the different step types available?

 > Settings > Admission > Pipelines & Stages > select pipeline > select stage > + Add step

A step is a piece of work done inside a stage. When an admission enters the stage, its steps appear in the admission’s Process tab. Click + Add step to choose what happens at the step.

Step typeWhat it doesExample
Document uploadParent or staff uploads a documentBirth certificate, Aadhaar card
Admission FeeA fixed fee is collected at this stepApplication fee, registration fee
AssessmentAn entrance test or evaluationEntrance test, interview score
Fee CollectionAssigns a fee category, then collects that feeSchool fee based on class
FormA form is filled inAdmission application form
Manual taskA task staff complete and mark doneCampus tour, coordinator interaction

Note: Steps are shown in the order you add them. To make a step mandatory, add it to the stage’s exit criteria.

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