Managing Engagements

Viewing Engagements

Engagements are displayed on the Engagements tab of the Runbooks module.
This view shows the engagement title, associated test plan, associated client, date the engagement was last updated, and engagement progress. Engagements can also be viewed, edited or deleted from the "Actions" column.

Checking Engagement Status

Engagement progress is based on the completion of embedded procedures, and progress is displayed on the Engagements tab as a progress bar.
Engagements completed but not submitted will display the message "Not Submitted" under the progress bar.
After an engagement has been submitted, a notice of "Submitted" replaces the progress bar.
Only engagements that are in progress can be edited. Once an engagement is submitted and becomes a report, it cannot be edited.

Updating Procedures

Step 1: Click View under the "Actions" column of the desired engagement.
Step 2: The engagement overview page provides information about the engagement and lists all procedures.
Step 3: Click View under the "Actions" column of the procedure to update.
Step 4: Update the procedure. Click Save when finished.
Procedures can be viewed and edited without leaving this page by using the navigation icons at the top of the screen.

Submitting an Engagement

Step 1: Click View under the "Actions" column of the desired engagement.
Step 2: Click Submit Engagement.
Clicking Submit Engagement cannot be reversed.
The engagement is now a report, and PlexTrac redirects to the Procedures tab of the Reports module.
Submitted engagements will still display from the Runbooks module, but the engagement can no longer be viewed or edited, and the link provided under the "Actions" column will open the Reports module.
Deleting a submitted engagement in Runbooks does not delete the report.
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