Update an Engagement

Access

This function is only available to the Engagement Manager role

To update an engagement

  1. Select Engagements
     

  2. Find the engagement you wish to update (you can filter the list if that helps)
     

  3. Click the three vertical dots beside the engagement (located at the right end of the row).
     
  4. Select Update engagement
     
  5. Update details for the engagement
     
  6. Click the Save button