Overview of steps:
- Set up your log ins
- Enter data in Planner pad
- Upload your data to Pathfinder
- Do your analysis in Pathfinder
|How to do it
|Make sure you have logins for Plannerpad and Pathfinder
|See details in next column.
If you do not have a log in for either platform:
If you have a Plannerpad log in, but not a Pathfinder one:
If you have a Pathfinder log in, but not a Plannerpad one:
|Enter your case data in Plannerpad
You have a few options for entering data:
For more information about entering data in Plannerpad, see the help menu in the header of Plannerpad.
|Review your data in Plannerpad
|Before you upload data to Pathfinder, it is a good idea to ensure your data is complete and correct in Plannerpad, because if you need to make adjustments after uploading data to Pathfinder, you will need to adjust it in both applications.
|Upload your client data from Plannerpad to Pathfinder
|Check your data in Pathfinder
|Do your analysis in Pathfinder