Editing Timelines for Individual Assessments

When an engagement is created, all assessments under it inherit the same default timeline. However, if different assessments need different start or end dates, you can edit them individually.

Here’s how to do it:

Step-by-Step Instructions

1. Navigate to the Engagements Page

• Click on Engagements from the left navigation menu.

2. Open the Relevant Engagement

• Browse through your list and click on the engagement containing the assessment you want to modify.

3. Locate the Assessment

• Scroll to the list of assessments under the engagement.
• Find the assessment whose timeline you want to change.

4. Click on Actions → Edit Timelines

• Next to the assessment name, click on Actions.
• Select Edit Timelines from the dropdown.
  

5. Set Custom Dates

• Use the date picker to choose a Start Date and End Date specific to this assessment.

6. Click Update

• Once done, click Update to save your changes.