General

Adding additional accountability

You need to decide if you want users to simply click Proceed when they are done with their step, or if you want them to additionally click a checkbox or enter some data. You can set rules to make sure this is done before the user can Proceed the step.  This is useful if you want to enhance accountability by forcing the user to consciously "sign-off" that they completed the step by checking a box that describes what they did (e.g. Uploaded file xyz).

Step Resources

Resources can be added to each step. For example, you could include instructions, checklists, etc. that would be available to the user when the get their link.  This is a great way to make "just-in-time" information available to users, and make it easier for training new users.

Screen-lets

If you need the user to enter data for a step, you can provide them a simple screen with just the information they need to see. You can do this using the form builder.  This is also being enhanced so that the user can enter data and proceed steps right from inside their Chatter feed i.e. they wont need to click a link to go to a different screen.

Change a record to read only

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