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External Pathway Templates and Routing

Templates, owners and where a case goes next.

Purpose

Use pathway template settings to customise external pathway wording, checklist templates, owner routing, and notification delivery by pathway event.

Where to go

  1. Sign in.
  2. Open /dashboard/settings.
  3. Find pathway template settings.

Customise wording

For each pathway type:

  1. Choose the pathway.
  2. Edit the custom introduction.
  3. Add or update custom actions.
  4. Add contact text.
  5. Save changes.

Configure checklist templates

  1. Choose the pathway type.
  2. Add checklist items that should appear on generated pathway packs.
  3. Save the template.
  4. Future generated packs use the customised checklist wording.

Assign pathway-specific owners

  1. Choose the pathway type.
  2. Select a pathway owner from the organisation team.
  3. Save changes.
  4. Future pathway actions can route to that owner.

Configure notification routing

Notification routing can be configured for:

  1. Pack generated.
  2. Pack exported.
  3. Export status changed.
  4. Checklist completed.

Choose whether each event notifies:

  1. Owner.
  2. SENCO.
  3. Clinician.

Safeguarding defaults

User-level notification preferences can opt into relevant pathway events, but safeguarding defaults should not be weakened. Urgent safeguarding work should remain visible to appropriate responsible users.