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Create and run an engagement

Use this workflow when you are moving from setup into live delivery work.

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Prerequisites

  • You can open Customers and Engagements
  • A valid customer record already exists
  • A team already exists if your org requires team assignment at engagement creation
  • You have engagement-creation access if you will create the record yourself

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Steps

1

Confirm customer context

Open Customers and verify the customer record and points of contact are current before you create the engagement.
2

Create the engagement

Open Engagements and select Create Engagement. Fill in the title, description, dates, customer, and team. Check the workflow-default banner for your organization’s default duration and approval expectation.
3

Review the engagement detail page

After creation, confirm the engagement details, linked customer, linked team, and active status on the engagement workspace.
4

Align collaborators and credentials

Use the collaborator and credential sections on the engagement detail page so the right people and access material are attached before work begins.
5

Capture endpoints and service context

Add endpoints manually, import Nmap XML if available, or use the service inventory view to understand exposed services and prepare for finding creation.
6

Draft findings as technical work progresses

Create findings from the engagement, then open the finding detail route for full writeup fields such as remediation, evidence, reproduction steps, and endpoint linkage.
7

Prepare for reporting

Once findings are stable enough for delivery, move into the report flow from the engagement’s reports section or from the global reports page.