Engagement Records

Keep your own agreements with the client, log meetings and deliverables, and read the client's audit trail on the Engagement tab.

The Engagement tab is the record of your relationship with the client, kept apart from the client's own program. Nothing on it reaches the client portal.

Agreements and engagement documents

Foxx Cyber's paperwork with the client (master services agreement, statement of work, NDA, proposals, and other engagement documents) lives here, with the same versioned lifecycle as the document library:

Add agreement uploads one; Add MSA, SOW and NDA placeholders adds the three as Needed.
The approval step is Record signature: who signed and when, with a confirmation that the version was signed by the people named.
The owner field is the client signatory.
The review cycle becomes a renewal reminder, and each periodic review is a renewal check. Renewal checks come due in Monitoring as agreement renewal.

Agreements are internal: they are never shown to the client and never count toward the client's document scores.

The engagement log

Fill in Log an entry for each meeting, call, workshop, assessment, report, incident, note or email, and choose Log entry. An entry has:

the date, type and title;
with: who attended;
a summary and next steps;
optionally the minutes spent. The log totals the logged time.

To log a meeting that was on the client's calendar, choose Log it in the engagement log on the past event: the entry form opens with the event's date and title, a type to match, and its time, joining details and place in the summary. Add what happened and the next steps.

Entries cannot be edited; Delete entry removes one. Emails you send from the console (board reports and portal links) are logged here automatically. The date of the latest entry is the last touch shown on the portfolio.

The client's audit trail

The tab's Audit trail lists the changes to this client, newest first: who did what, when (in your practice's time zone), and to which record. Filter it by action (only actions recorded on this client are offered) and by date range, in the practice's days; it shows 50 entries at a time, with Older for the rest. Entries hold ids and actions only, never the content of a record. The practice-wide log is on the admins' Audit log page; see Audit Log.