Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.strikepoint.tech/llms.txt

Use this file to discover all available pages before exploring further.

Create and run an engagement

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

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

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.