After an engagement has been marked Complete, and users wish to access the requests, comments, or documents within, you can re-open the engagement by changing its status to Reopened.
A re-opened engagement is read-only, and notifications will no longer be sent for weekly/daily summaries.
Re-opening a previously completed Engagement:
- Allows professionals or clients to revisit the requests, comments, and documents, and files.
- Allows for the downloading of activity, history, all documents, and request lists.
- Enables a professional user to duplicate, or roll forward a request list.
To re-open a previously completed engagement follow these steps:
- Navigate to Engagements -> All Engagements
- Search for and select the engagement you wish to re-open, then click the Edit (pencil) icon to bring up the Edit Engagement pane:
- Change the status from Complete to Reopened
- Remove any existing users, if necessary (Tip: Remove client users if you plan on having this open for internal review)
- Save and Close
An engagement that has been reopened will have the word "Reopened" added to the end of its Title for easy reference.
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