Navigation Overview

Engagement Knowledge Coach includes three primary views that you will use on a daily basis. Basic information about each view is included in the table below.

Tips: 

  • To help familiarize yourself with these views, you can create sample engagements and navigate between the views.
  • If you use multiple monitors and want to be able to view multiple Engagement Knowledge Coach pages side by side, you can right-click a link in Engagement Knowledge Coach and select to open the page in a new tab or browser. You can then drag the tabs or browser instances to different monitors.
View How to Access Description
Engagement List
  • Opens automatically when you open Engagement Knowledge Coach.
  • Click from any page in Engagement Knowledge Coach to return here.

Location for starting new engagements and accessing existing ones, among other tasks.

See Managing Engagements for more information.
Engagement view
  • From All Engagements: Click an engagement name to open the engagement view.
  • From the forms view: Click the engagement name in the navigation bar above the form.

Lists all the forms included in the engagement and provides a high-level view of the engagement status.

Most of the tasks performed here are at a form level, such as adding and deleting forms, adding notes, and signing off on forms.

See Using the Engagement View for more information.
Forms view
  • Click a form name in the engagement view or in another form.
  • When you create an engagement, the engagement opens automatically to the forms view.

Forms are where the engagement workflow is managed. This is where you will respond to tailoring questions, specify the program steps, and analyze risks, among other tasks.

Although the content of forms vary widely, they have many common elements. We recommend reviewing Common Elements in Engagement Knowledge Coach Forms to help familiarize yourself with the features in forms.

Most other pages in Engagement Knowledge Coach can be reached from one of these three views.