Engagement / Event Overview

Your engagements / events overview

Within the Engagement / Event Overview option for the Engagement Tracker you can see the details of any of your engagements and engagements added by your other team members. For each of these engagements you can access some options:

• You can view any replies from notified users, on if they will attend
• You can copy an event and set this to a schedule for repeating events
• You can send a notification after an event is created or send a new notification
• You can cancel an event before it starts, which automatically notifies anyone who has replied to attend the event

The options for those engagements can be seen as below:

Copy - to duplicate your event, you can also use this to create multiple copies on a set schedule, for example, if you have a weekly or fortnightly event.

Calendar entry - This option will allow you to download an 'ics' file, for adding this automatically into an outlook calendar.

Edit - You can also edit your engagement details, including engagement name, date, time, engagement information.

Teams and Areas - You can edit the Teams and Areas you've chosen for an engagement. 

Invitees - You can also view the responses from any recipients and see where they have indicated their attendance status, from 'invites'.

Here you will see details for any responses where recipients of your message have indicated their attendance to your event (will attend/interested/not interested). You will also see any other comments that they have left regarding the event here, too.

Notify - You can use this option to send a notification Alert regarding this engagement, using the same process as when the engagement was added. This may be if this was skipped when adding, or to send another invite message.

Cancel -  With this option you can cancel any upcoming engagement. This will then automatically notify anyone of this cancellation who has responded that they are interested or will attend this event.

When cancelling, you can enter a reason, which will be provided to those members in this update message.

After an engagement has ended

Once an engagement has taken place you will then see a new option in the overview screen: 'close engagement'. With this option you can enter the details of what happened in this event, creating a record of any important notes. Details regarding the closing of engagements can be found in the guide here.

The completed engagement will then be moved under the 'completed engagements' section, and if you had any registered members who attended that engagement, you can view their details, from 'attendees':

Attendee feedback

After an engagement has finished any invitees who attended will automatically be prompted to provide feedback on the event that they attended. You can see this from the 'attendees' option on the overview list:

Viewing added engagements

In the overview page and the calendar page, you will have view of some of the engagements that have been added to the system, some of these views are limited based on the date that they have been added for, please see below the details for which engagements will be visible to you: