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