This article applies to: All Firm Users
The All Engagements report gives an overview of the status of all engagements created in the platform. Engagements are grouped by their last activity date.
This report gives insight to where there are engagements that should have their status changed from In Progress to stop email notifications and remove client access.
The default view is a chart showing the number of engagements grouped by the last date there was any activity in the engagement. Engagements are color-coded to show their statuses: Draft, In Progress, Complete, To Mark Complete, and Reopened. Engagements that have been deleted are also shown.
This view gives an overall indication of how long engagements have been idle, and where there are engagements that should be marked Complete.
Use the filter bar (labelled 1 in the screenshot below) to show/hide engagements based on their Last Activity date, Division, Status, and whether or not you would like to see only your engagements.
Click the Details tab to display a list of all engagements, sortable by ID, Title, Owner, Created Date, Last Activity, and Status.
As with the Chart view, use the filter bar at the top to narrow down the list.
The "Due to be Marked Complete" Status
Engagements that are currently In Progress but appear to be Inactive, are labelled as Due to Be Marked Complete.
Specifically, the following criteria Is used to denote engagements that fall into this category:
- At least 2 requests in the engagement
- More than 99% client progress with more than 30 days without any firm or client activity
- More than 90% client progress with more than 75 days without any firm or client activity
- More than 75% client progress with more than 200 days with no firm or client activity