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  1. PlexTrac Modules
  2. Schedule

Engagement Status

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Last updated 11 months ago

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The engagement status reflects the lifecycle stage and comprises six values labeled with color coding throughout the module.

Status Mappings

Below are the different status states for a report and engagement, the relationship mapping, and any additional notes. Some of the engagement status values are tied to the status of the associated report.

Report Status
Resulting Engagement Status
Notes

(not applicable)

Pending

This status indicates the engagement has been requested but not approved.

Draft

Scheduled

This status indicates that the engagement has been approved and is slated to begin later.

Draft

In Progress

This status reveals that an approved engagement start date has been reached. The status will move automatically to In Progress on the start date based on queries that run every hour.

Ready for Review

In Review

This status reveals that the report associated with the engagement is in one of the three view stages.

In Review

In Review

This status reveals that the report associated with the engagement is in one of the three view stages.

Approved

In Review

This status reveals that the report associated with the engagement is in one of the three view stages.

Published

Complete

This status reveals that the report associated with the engagement has been published.

(not applicable)

Canceled

This status indicates the engagement was terminated.