Managing Engagements
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Existing engagements are managed from the List tab of the Schedule module.
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.
Users with the appropriate permissions can view engagements.
Step 1: From the List tab of the Schedule module, click the row or View under the "Actions" column of the desired engagement.
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.
Step 2: Click X at the top right of the drawer to exit.
If permissions allow, the user can edit or cancel the engagement from this screen.
Users with the appropriate permissions can approve engagements.
Step 1: From the List tab of the Schedule module, click the row or View under the "Actions" column of the desired engagement.
Step 2: A side drawer describing the engagement details and any provided support files will appear. Click Schedule & create report.
Step 3: 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.
Step 4: 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.
Users with the appropriate permissions can cancel engagements.
This action can not be undone. If canceled, the engagement will need to be created again manually.
Step 1: From the List tab of the Schedule module, click the row or View under the "Actions" column of the desired engagement.
Step 2: A side drawer describing the engagement details and any provided support files will appear. Click Cancel request.
Step 3: A modal will appear, asking for confirmation. Click Cancel Request.
Users with the appropriate permissions can edit engagements.
Step 1: From the List tab of the Schedule module, click the row or View under the "Actions" column of the desired engagement.
Step 2: A side drawer describing the engagement details and any provided support files will appear. Click Edit.
Step 3: Edit the engagement as desired by changing content until the end and clicking Save.
Step 1: From the List tab of the Schedule module, click the row or View under the "Actions" column of the desired engagement.
Step 2: A side drawer describing the engagement details and any provided support files will appear. Click the Files tab.
Step 3: Click the download icon of the file to access it.
See the page for more details on the various parts of an engagement.
