The Home page displays the Engagement Dashboards. Engagements are categorized in expandable menus according to whether they are Upcoming, Open, Recently Closed, or Closed. You can click on any o...
After clicking Engagements on the left side panel, you will be directed to the engagement listing page. At the top of the page, you can search for engagements by name or through the advanced sea...
The Engagement Details tab allows you to build your engagement from scratch. The fields in this tab include: Engagement Name: Name or title of your engagement. Engagement Dates...
The Engagement User Management tab is where you can add, revoke, and reinstate Team Members directly to/from an engagement. The person creating the engagement and the date that it was created wi...
The Map Widget allows you to add the project’s location on a map. After an Administrator creates an engagement, Administrators and Team Members can add widgets to display on the engagement page....
The URL (links) tab is where you will find the links to your engagement and the public dashboard report. On this tab, you can customize the path of the Public Engagement Page URL. This helps in ma...
The Engagement Settings tab can be found on the top of the Engagement Details page and is specific to each Engagement. The Engagement Settings tab allows you to add more data to specify your engag...
Here is the list of available widgets. Click on the names of the widgets below to learn more about that specific widget. You can select the widgets you want to display on your engagement and custo...
The Who is Listening Widget allows you to add one or many contact(s) to an engagement. After an Administrator creates an engagement, Administrators and Team Members can add widgets to display on...
The Documents Widget allows you to add document(s) and links to your engagement, and organize them in folders if desired. After an Administrator creates an engagement, Administrators and Team Me...
The Environmental Assessment Process Widget shows which phase of the Environmental Assessment (EA) process this engagement is in. After an Administrator creates an engagement, Administrators and...
The Sign Up for Updates Widget allows users to either sign up to an email list or sign up through a pre-defined form. After an Administrator creates an engagement, Administrators and Team Member...
The Events Widget allows you to add the details of an in-person or virtual event happening for an engagement. After an Administrator creates an engagement, Administrators and Team Members can ad...
The Video Widget allows you to add a video link to your engagement. After an Administrator creates an engagement, Administrators and Team Members can add widgets to display on the engagement pag...
After clicking Surveys on the left side panel, you will be directed to the survey listing page. At the top of the page, you can search for surveys by name or through the advanced search option. ...
The Survey Builder allows you to create and customize surveys from scratch, or clone existing surveys or templates and edit them. Learn more about creating a new survey on the Create a New Survey ...
MA pls validate The Report Settings page allows you to customize which survey questions appear in the public report. You can change the settings until the Survey is linked to an engagement and tha...
After clicking User Management on the left side navigation, you will see the user listing page. There are various roles within the application that have different access and authentication level...
The User Details page includes more information about a specific user. At the top of the page, you will see the user’s name, email address, date they were added, and their current role in the syste...
The Comment Listing page is where all the comments from an engagement survey can be selected for review. The top of the page will provide various ways to filter comments: Status, Reviewer, or Da...
The Read All Comments page shows an expanded view of all comment submissions on an engagement/survey. You will be directed to this page after clicking ‘Read All Comments’ from the Comment Listing ...
The Comment Review page is where each individual comment from an engagement survey can be approved, rejected, or in need of further review. After clicking on a Comment ID from the Comment Listing ...
The Report page is where you can view dashboard results, and comments of all open and closed engagements. From the survey or engagement page, after selecting View Report - Public or View Report ...
Internal or external users can click the Website Feedback blue tab on the lower right side of the screen to submit their feedback on the Modern Engagement Tools application with an emoticon and rep...
A new version of content is available.