# Managing Engagements

Engagements are shown on the **Engagements** tab of the Runbooks module. This view displays the engagement title, associated test plan, related client, the date the engagement was last updated, and the progress of the engagement. In the "Actions" column, engagements can be viewed, edited, or deleted.

## **Engagement Status**

Engagements are identified as submitted, not submitted, or in progress.&#x20;

Progress is based on the completion of contained procedures, and progress is displayed in two locations:

* &#x20;On the **Engagements** tab as a progress bar:

<div align="left"><figure><img src="/files/7MA8ofMu25ywTQwbDUFx" alt="" width="563"><figcaption></figcaption></figure></div>

* Within the top toolbar of the engagement's home page:

<div align="left"><figure><img src="/files/ryPE9p60elRUTKfzdEAz" alt="" width="563"><figcaption></figcaption></figure></div>

Engagements completed but not submitted will display "Not Submitted" under the 100% progress bar.

<div align="left"><figure><img src="/files/vYLqmUnJfZ2PmjVxh46X" alt=""><figcaption></figcaption></figure></div>

Engagements submitted become reports and are identified with a green checkmark and label. They will remain listed in Runbooks until deleted.

<div align="left"><figure><img src="/files/wV9Jf8YjZy2ugnykOsjh" alt=""><figcaption></figcaption></figure></div>

{% hint style="warning" %}
Only engagements that are in progress can be edited. Once an engagement is submitted and becomes a report, it cannot be edited.
{% endhint %}

## Updating Engagement Procedures

<mark style="background-color:yellow;">Step 1:</mark> Click **View** under an in-progress engagement's "Actions" column.

<div align="left"><figure><img src="/files/W0ZQCOgzFz3rwFAqGrud" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> The engagement overview page provides information about the engagement and procedures. Click **View** under the "Actions" column of the procedure to update.

<div align="left"><figure><img src="/files/CnEb1bprDe74nlrWnUie" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Update the procedure status or finding severity by selecting the desired values from the pulldown menus.&#x20;

<div align="left"><figure><img src="/files/toGNDnCipmGPA0qqJu1m" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> Add operators by clicking **Managing operators**. Assign an operator(s) for the red and blue teams. Click **Save**.&#x20;

When the runbook is submitted, these names appear on the test plan and become a report.

<div align="left"><figure><img src="/files/0GPIUpOeqGF316nhbdiQ" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
All engagement sections are in containers that can be collapsed or expanded for usability. \
\
![](/files/cJgiMZp4relv95eY81La)
{% endhint %}

<mark style="background-color:yellow;">Step 5:</mark> Run the procedure's execution steps. When completed, identify the outcomes for the blue and red teams from the provided options and enter an attack source in the provided box.

<div align="left"><figure><img src="/files/bwgq3gCgWkx4r248gvu0" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 6:</mark> Add assets, procedure logs, attachments, and notes as needed to provide additional support and context.

<div align="left"><figure><img src="/files/QsVsPCIsG8SCUMwcRapI" alt="" width="563"><figcaption></figcaption></figure></div>

&#x20;<mark style="background-color:yellow;">Step 7:</mark> Scroll to the top of the page and click **Save**.

<div align="left"><figure><img src="/files/IOLN0c3OGJCJz081fGFK" alt="" width="412"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 8:</mark> Click the page navigation aid at the top to continue the engagement.&#x20;

<div align="left"><figure><img src="/files/ZGRNlD8uQbebRqw3zehE" alt="" width="330"><figcaption></figcaption></figure></div>

Procedures can be viewed and edited on this page using the navigation icons at the top of the screen.


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