Creating a new Engagement
- Go to 'Engage' section.
- Click on '+' icon on the dashboard.
- Enter the following details:
- Engagement name
- Engagement stage
- Valuator engagement number
- Client engagement number
- Industry
- Project type
- Status
- Estimated completion date
- Notes
- Tick mark on 'Allow modify procedures' and 'Allow modify questions.' Without ticking mark these options, you won'tbe able to make any changes to the questions or procedures in that engagement.
- Add client contacts.
- Tick mark on 'Send data inquiry questions outstanding reminders.' This will send automatic reminders to client to respond to any unanswered sata inquiry. You can also set frequency with which these mails are to be sent to client.
- Tick mark on 'Send engagement questionnaire update e-mail.' This mail will send mail to the client if the engagement questionnaire is updated by any of the clients. You can also set frequency for such mails.
- Add assigned staff related to the engagement.
- Tick mark on 'Send data inquiry questions outstanding reminders.' This will automatically send reminders to assigned staff to respond to any unanswered data inquiry. You can also set frequency with which these mails are to be sent to assigned staff.
- Tick mark on 'Send engagement questionnaire update e-mail.' This will send mail to the client if the engagement questionnaire is updated by any of the clients. You can also set the frequency for such mails.
- Click on 'Save & Close' once you enter all the details.
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