When adding a completed stewardship plan step for a constituent, and clicking edit details to fill out the form. The status is automatic set to Pending, and is grayed out so that you are unable to update the status.
Please use the following steps to add a Completed Step to a Stewardship plan:
1. On a Stewardship plan page, click Add steps in the Completed steps section. The Add completed stewardship plan steps form pops up. 2. On the Add form, instead of immediately clicking Edit details to add a new step, please first type your objective in the Objective field.
3. After entering your objective, you can then click Edit details and the Edit stewardship plan step form pops up. Notice that when the objective is entered first in the grid above, the Status in the Edit form now shows as “Completed”.
Steps to Duplicate
1. Search for constituent that has a Stewardship 2. Click Stewardship Plans tab 3. Click the Plan 4. Add a completed step 5. Click Edit details 6. See that the status defaults to Pending and is grayed out so you are unable to change it