Engagement Management

This section focuses on how to manage existing engagements.

• Create a blank engagement
• Create an engagement based on an existing template
• Creating Templates
• Duplicate an existing engagement (Roll an engagement forward)
• Editing Engagements
• Enforcing Consistency When Creating Engagements
• Marking an Engagement Complete
• Move an engagement to the trash
• Permanently delete the trash
• Re-Opening an Engagement
• The Engagement Management Lifecycle
• Uploading a Request List from a Template