Engagements Page

The Engagements page gives you a view off all engagement records both assigned to you, and to all records that you have access to. Your access is based on the data permissions that are configured for your user account.

The 'My Records' view displays engagements you are the manager for, or engagements that are delegated to you. The 'Delegate Records' view displays all engagements where you are the delegate. You can toggle between views using the drop down to the right of the search field.

You can filter the view by using the Filters pop up (click Filters). You can export a .csv file of the view by clicking Export. The file automatically downloads to your local machine.