# Managing Engagements

Existing engagements are managed from the **List** tab of the **Schedule** module.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FCoLMwsDlUXaMp3jIND4h%2Fimage.png?alt=media&#x26;token=5eadf28c-249b-4fbf-ada8-b770e18ff1e1" alt="" width="563"><figcaption></figcaption></figure></div>

Multiple tasks can be performed on existing engagements depending on the user's permissions. If a user has view access but nothing else, a message will appear in the engagement-side drawer when accessed.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F8C44eeVMnC81Y3ACDFmY%2Fimage.png?alt=media&#x26;token=9250abbb-907a-4163-bcfd-a57464c5b0f4" alt="" width="563"><figcaption></figcaption></figure></div>

## Viewing an Engagement

Users with the appropriate permissions can view engagements.

<mark style="background-color:yellow;">Step 1:</mark> From the **List** tab of the Schedule module, click the row or **View** under the "Actions" column of the desired engagement.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fw2EzuJjgThY55EZcT0no%2Fimage.png?alt=media&#x26;token=fd2c8618-c8e2-4e93-a16a-31f13863005a" alt="" width="563"><figcaption></figcaption></figure></div>

On the **Files** tab, a side drawer will appear describing the engagement details and any provided support files. For easy access, a link directly to the report is provided.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FHBinVedNGvOvwxo8hnFp%2Fimage.png?alt=media&#x26;token=8bd71e71-a6ca-4f3b-8a6b-37c688356dcc" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click **X** at the top right of the drawer to exit.&#x20;

If permissions allow, the user can edit or cancel the engagement from this screen.

## Approving an Engagement

Users with the appropriate permissions can approve engagements.

<mark style="background-color:yellow;">Step 1:</mark>  From the **List** tab of the Schedule module, click the row or **View** under the "Actions" column of the desired engagement.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fz0RokrHRkINdUnEo1uAv%2Fimage.png?alt=media&#x26;token=ddfe8e64-8d1d-44fa-b5c6-60c47a97e94a" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> A side drawer describing the engagement details and any provided support files will appear. Click **Schedule & create report**.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fs6TGMkz70TXPEJaq8ifn%2Fimage.png?alt=media&#x26;token=4f41db54-6294-4bc0-bdfa-28a2a56622fa" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Review the first three tabs of the submitted engagement for accuracy and add any additional information. When finished, click **Continue** to move on to the next tab.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F3sEpGVOCErXPoibnGGB8%2Fimage.png?alt=media&#x26;token=dbf9ab7b-bac7-4025-88ae-50c78674e1c2" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> On the fourth tab, **Select & assign operators** and assign resources to work on the engagement by clicking the checkbox next to the desired resource under the "Operators" column. After selecting an operator, the engagement will appear next to that resource. Any existing resources that the operator is working on will also be displayed. Click **Save**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FcCxzbmaaHR745vHFuEau%2Fimage.png?alt=media&#x26;token=1469979f-bbfb-4195-a375-58878cde85ed" alt=""><figcaption></figcaption></figure></div>

## Canceling an Engagement

Users with the appropriate permissions can cancel engagements.

{% hint style="danger" %}
This action can not be undone. If canceled, the engagement will need to be created again manually.&#x20;
{% endhint %}

<mark style="background-color:yellow;">Step 1:</mark>  From the **List** tab of the Schedule module, click the row or **View** under the "Actions" column of the desired engagement.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FLy7hJNB4vrypj4q2BNEp%2Fimage.png?alt=media&#x26;token=f23f0e5a-b073-4d4d-8df7-a8373a71fd3c" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> A side drawer describing the engagement details and any provided support files will appear. Click **Cancel request**.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FxT700qTOuCVOYvZ94HpT%2Fimage.png?alt=media&#x26;token=ab6102c5-1f02-47cb-a655-6cc0d4b30e3d" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> A modal will appear, asking for confirmation. Click **Cancel Request**.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FA6WhRqsCH6WmAm5dtZSK%2Fimage.png?alt=media&#x26;token=13e6b034-5131-4587-be6d-2d4519921128" alt="" width="393"><figcaption></figcaption></figure></div>

## Editing an Engagement

Users with the appropriate permissions can edit engagements.

<mark style="background-color:yellow;">Step 1:</mark>  From the **List** tab of the Schedule module, click the row or **View** under the "Actions" column of the desired engagement.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fyblf6NlsFNEOhcCSnUDg%2Fimage.png?alt=media&#x26;token=67737ae1-c0e7-4dca-9b64-d8b941ba8414" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> A side drawer describing the engagement details and any provided support files will appear. Click **Edit**.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F1OLjCbIZ181e2le3IcGk%2Fimage.png?alt=media&#x26;token=26e43cd0-7c1b-4f4d-b2db-d3b72a6c0546" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Edit the engagement as desired by changing content until the end and clicking **Save**.

{% hint style="info" %}
See the [Creating an Engagement](https://docs.plextrac.com/plextrac-documentation/product-documentation/schedule/creating-an-engagement) page for more details on the various parts of an engagement.&#x20;
{% endhint %}

## Downloading Support Files

<mark style="background-color:yellow;">Step 1:</mark>  From the **List** tab of the Schedule module, click the row or **View** under the "Actions" column of the desired engagement.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FNElFJUvzIWU54EeuWnAb%2Fimage.png?alt=media&#x26;token=76a93b2a-82b9-4b3c-bace-7b3f8cbad10f" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> A side drawer describing the engagement details and any provided support files will appear. Click the **Files** tab.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FJHomJkt9R3bthJTgaL1Z%2Fimage.png?alt=media&#x26;token=957f853f-3238-440e-8cda-5192bb27cba1" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Click the download icon of the file to access it.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FN2E5HUOHbv1MycFF7nx4%2Fimage.png?alt=media&#x26;token=0b0283d0-7692-4a5e-9144-18ad16d9d456" alt="" width="563"><figcaption></figcaption></figure></div>
