3: Workflow

Have you ever gone hiking? If you have, you'll know there's a big difference between a simple day hike and a week-long backpacking trip. What you plan, prepare, and bring with you greatly depends on the type of hike you're on.

Different hikes include different steps - or stages. A day hike might start when you hop out of your car and end with lunch before turning back to the parking lot. A backpacking trip, on the other hands, requires pouring over maps, planning a route, and carefully packing your bags before even heading towards the forest.

It's common sense - the nature of what you're doing greatly impacts your process. The same is true for cases within your organization. 

In this lesson you will learn...

✔ How to break down your program's workflow
✔ How case types and stages work in SAM
✔ How to translate your workflow into SAM stages

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Workflow:

 Our founder, Stefanie, at the summit of Middle Sister. Getting here required some serious prep and planning!

Our founder, Stefanie, at the summit of Middle Sister. Getting here required some serious prep and planning!

Just like having a plan helps you prepare for a trek into the wilderness, to successfully build your program in SAM, we need to break it down into steps and requirements.

Assignment 1: Basic Workflow

Download and print this simple workflow worksheet, which will walk you through basic questions about the program workflow. Complete this worksheet for your main program (or the first program you would like to build in your SAM site).

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Case Types & Stages:

Watch the quick video below to learn more about how cases, case types, and case stages work in SAM, so you can complete this week's homework.

Assignment 2: Case Stages

Download and fill out the Program Stages Worksheet for a main case type of the program you completed Worksheet #1 above. If you get stuck, take a look at these examples: