Steps in your roadmap are created by the system, not by you. They appear automatically based on events in your case:
- Institution responds: the system analyses the response and creates the appropriate next step. Rejection → counter response. Marker removed → confirmation. Info requested → info response step at the top of your roadmap.
- Evidence uploaded: if the analysis uncovers findings that need confirming, a clarification step is created.
- Letter sent: an upload step is created to track the institution's response. If the letter contained a SAR demand, a separate SAR upload step also appears.
- Deadline passes: if the institution doesn't respond in time, an automatic chaser step is created.
- SAR analysis completes: new steps based on forensic findings.
The system also cancels steps that are no longer needed. For example, if a chaser step exists but the institution responds before you send it, the chaser is removed automatically.
