There are only 2 system configurations available in the Engagement Applet.
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Engagement Applet Configurations
The Engagement Applet is a critical component for managing engagements within an organization. It provides two main system configurations—Application Settings and Engagement Category—allowing organizations to customize and streamline engagement-related workflows.
Overview
Access to the Engagement Applet configurations is restricted to Managers and above, as well as members of the Finance team.
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All configuration changes are performed by system administrators. These settings help manage the visibility and customization of engagement fields, ensuring that only authorized personnel can modify or view sensitive information.
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Application Settings
The Application Settings section allows administrators to manage visibility and functionality for engagement-related elements. It consists of two tabs: Engagement Listing and Main.
Engagement Listing Tab
Purpose: Configure settings related to the listing of engagements.
Key Features:
Hide Engagement Create Button: Disables the option to create new engagements.
Disable Editing Engagements: Prevents modifications to existing engagements.
Hide Grid View / List View Toggle Button: Simplifies the interface by restricting view options.
Main Tab
Purpose: Manage the visibility of various engagement fields and enable audit trails.
Key Features:
Toggle visibility for fields such as:
Customer Name
Engagement Code
Job Group
Engagement Name
Engagement Manager
Enable or disable the Audit Trail for tracking changes and activities.
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How to Configure:
Navigate to Application Settings in the Engagement Applet.
Select the Engagement Listing or Main tab based on the desired configuration.
Toggle the required settings (e.g., hide or enable specific fields).
Click Save to apply the changes.
Engagement Category
The Engagement Category section allows administrators to manage and categorize different types of engagements. This helps streamline processes by grouping similar engagements under predefined categories.
Features:
Category Listing: Displays all engagement categories, including their codes and descriptions.
Add New Category:
Click on the ‘+’ button to create a new category.
Fill in the required fields such as Name, Code, and Description.
Click Create to finalize.
Edit Existing Category:
Select a category from the list.
Update the necessary details.
Click Update to save changes.
Benefits of Engagement Applet Configurations
Improved Customization: Tailors the applet’s functionality to meet organizational needs.
Streamlined Workflows: Simplifies engagement management by grouping similar engagements and restricting unnecessary functionalities.
Enhanced Security: Restricts access to sensitive information and functionality based on user roles.
Audit Trail: Tracks changes and activities for better accountability.
Example Use Case
Scenario: A company wants to restrict the editing of engagements to only authorized personnel and hide certain fields for improved clarity.
The administrator accesses the Application Settings.
In the Engagement Listing tab, they enable the Disable Editing Engagements toggle.
In the Main tab, they hide unnecessary fields like Alternate Code and enable the Audit Trail.
The changes are saved, ensuring that only relevant personnel can make edits and view critical fields.
By configuring these settings, the organization ensures a secure and efficient workflow for managing engagements.