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.

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

• On the Engagements tab as a progress bar:

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

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

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

Only engagements that are in progress can be edited. Once an engagement is submitted and becomes a report, it cannot be edited.

Updating Engagement Procedures

Step 1: Click View under an in-progress engagement's "Actions" column.

Step 2: The engagement overview page provides information about the engagement and procedures. Click View under the "Actions" column of the procedure to update.

Step 3: Update the procedure status or finding severity by selecting the desired values from the pulldown menus.

Step 4: Add operators by clicking Managing operators. Assign an operator(s) for the red and blue teams. Click Save.

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

All engagement sections are in containers that can be collapsed or expanded for usability.

Step 5: 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.

Step 6: Add assets, procedure logs, attachments, and notes as needed to provide additional support and context.

Step 7: Scroll to the top of the page and click Save.

Step 8: Click the page navigation aid at the top to continue the engagement.

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