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Path C: Continue An Existing Engagement

Use this path on an active engagement that already has accumulated state. This is the weekly operation check.

1. Open The Engagement​

Sign in as the practitioner and open the active engagement.

Expected:

  • The engagement overview loads.
  • The Attention strip reflects current state.
  • The status strip counts agree with the visible work.

2. Triage Attention​

Work through the Attention strip. Click into each item and resolve or defer it.

Expected:

  • Attention items link to the correct sub-route.
  • Resolved items disappear or change state after refresh.
  • Deferred items remain understandable.

Stop if the strip is empty while an obvious issue exists, such as an unsigned agreement, open critical risk, or overdue closure survey.

3. Walk The Tabs​

Review the active engagement surfaces:

  • Work items: review open items and archive stale ones.
  • Risks: re-rate current risks.
  • Deliverables: advance in-flight items toward delivered.
  • People: review submitted forms.
  • Sessions: confirm the next session.
  • Source materials: sync new partner files from engagement detail or /admin/drive.
  • Timeline: confirm the work appears as activity events.

Expected:

  • Every sub-route loads.
  • Actions write activity.
  • Timeline reflects what happened during the session.