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.

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 on the engagement side drawer when accessed.

Viewing an Engagement

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 details of the engagement 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.

Approving an Engagement

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 will appear describing the details of the engagement and any provided support files. 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.

Canceling an Engagement

Users with the appropriate permissions can cancel 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 will appear describing the details of the engagement and any provided support files. Click Cancel request.

Step 3: A modal will appear, asking for confirmation. Click Cancel Request.

Editing an Engagement

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.

Downloading Support Files

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.

From the Schedule home page, users can view and access engagements for clients they have access to. The view defaults to a calendar. Additional tabs include a list of all engagements and resource availability (depending on permissions).

Calendar Tab

This tab lists all client engagements a user can access, depending on the filtered view chosen (All, Pending, Schedule, In progress, In review, and Complete). The engagements are color-coded to identify their status quickly.

List Tab

This tab displays a list view of all client engagements a user can access, depending on the filtered view chosen (All, Pending, Schedule, In progress, In review, and Complete). Engagements can be viewed or edited from this tab by clicking the task under the "Actions" column of the engagement.

Availability Tab

This tab displays a list view of all users in the tenancy who have permission to view and edit reports.

User Permissions

What permissions have been assigned to the user dictate the user experience (what tabs can be viewed and what tasks can be completed) in the Schedule module. In addition, users will only see engagements associated with clients they can access.

This module's permissions list can be viewed and customized for enabled roles on the Role-Based Access page of the Admin Dashboard under "Engagement Scheduler Permissions."

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.

Users with permission to approve an engagement will have a "New engagement" button available in the Schedule module.

Step 1: Click New engagement from the Calendar tab of the Schedule module.

Step 2: Enter information about the engagement. Required fields are identified with a red asterisk. Click Continue.

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

Step 4: Enter report details. Click Continue.

Step 5: Select the dates to begin and end work on the engagement by inserting the cursor into the "Engagement dates" box and clicking the desired dates.

Step 6: 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.

The engagement now appears on the Calendar and List tabs for viewing and modification.

In the Schedule module, users can request and view engagements while others can create, approve and allocate resources to work on reports.

Users access the module by clicking Schedule in the application's main menu.

Overview

The Schedule module streamlines scheduling, resource management, and team visibility to enhance pentesting and report efficiency.

For Managed Security Service Providers (MSSPs), the scheduler offers comprehensive oversight of ongoing projects and facilitates efficient handling of incoming requests. On the client side, the portal experience consolidates all relevant information and provides intuitive tools for requesting new engagements within PlexTrac instead of email. Users can easily document and communicate engagement details to the team, while resource managers receive a holistic view to optimize scheduling.

Any report managed by an engagement will display this information on the Details tab of a report, with a link directly to the engagement.