This tab lists shows the Stewardship plan Narrative and all Pending and Completed Stewardship plan steps.
Click on Edit Steps to add or modify multiple Pending steps, or to add steps from a template. Click on Add step to add as single step for either the Stewardship plan constituent or for one of the plan participants (such as the constituent’s spouse or other family members).
If the Plan has multiple participants, users can choose from a drop-down list of those participants on the new Add a stewardship plan step form. Please note:
- The drop-down list shows all plan participants. If you don’t see the constituent you are looking for, you need to add them as a Plan participant before proceeding.
- Deceased plan participants have that information indicated next to their name.
How Do I?