For the complete documentation index, see llms.txt. This page is also available as Markdown.

Requesting an Engagement

Users who do not have permission to approve an engagement can still request one.

Step 1: From the Calendar tab of the Schedule module, click Request engagement.

Step 2: Enter the engagement details in the provided side drawer. Click Continue.

Step 3: Add any relevant files for context. Click Submit.

A dialog box will appear explaining the next steps. Click Ok.

The engagement is now listed as pending on the Calendar and List tabs.

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