Manually Close an Engagement

You can close an engagement, removing it from the Engagements page. You can only perform this action of you have permission to close/terminate an engagement.
Note:
Some selection values for this workflow are hard coded (default), and cannot be modified.
  1. Click .
  2. Click the job title or the engagement number.
    You can use the search functionality to locate the engagement.
  3. On the engagement Details tab, at the bottom of the page, click .
    A Change Status pop up opens.

  4. From the Status drop down, select Closed.
  5. From the Status Reason drop down, select the reason for closing the engagement.
  6. In the Date End field, enter the actual date the engagement was closed.
  7. Click .