Completing and Signing-Off Engagements

Completing Engagements

Once an engagement has taken place you will then see a new option on the engagement 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.

When closing the engagement, you can then enter the details regarding what took place:

• Outcome - cancelled / attended
• Then you can confirm which administrators attended the event.
• Then enter any notes, e.g. issues that were mentioned etc
• Then enter how many people (members of the public) have attended - this allows you to capture data regarding those non Alert registered attendees.
• Then enter how useful, as the host, you thought this engagement was.
• Then select any 'seldom heard communities' that attended and any 'priorities' were covered, and save those details.

Signing off Engagements

If you're set as a Team Manager for a Team in the Alert system, and some of your engagement types are set up to require supervisor sign-off, you will then see some additional options for these engagements in the engagement overview area.

Once an engagement has been closed and the completion information filled in by the Admin who ran that event, this will then automatically show for you as a Team Manager, in the section (pictured below) for those awaiting your sign-off. (This will show as completed for any other admin who can see this engagement)

All of the completion information can then be edited if needed and a sign-off note can then be added using the option as highlighted above to 'sign off engagement'.

Then, once this sign-off is saved, this engagement will be moved to 'completed engagements' for you.