Managing & Editing Engagements

Written By Vik

Last updated 21 days ago

Managing your engagements in Wauld ensures your credential issuance process remains organized, up to date, and clutter-free. Whether you’re editing an ongoing program or removing unused ones, Wauld makes it easy and secure.

Once you’ve created an engagement, you may need to view, update, or delete it as your events or credentialing plans evolve. This article guides you through managing your existing engagements.

If you're not yet familiar with how to create an engagement, we recommend starting with this article first: Creating an Engagement

Viewing Engagements

To manage or review engagements, you first need to locate them. Here’s how you can view the engagement list and details:

  1. Click on the "Engagements" section in the side navigation bar.

  2. You will be directed to the Engagements List View, where you can see all the engagements created under the workspace. In this list, the following details are shown for each engagement:

    1. Engagement Name

    2. Engagement Type

    3. Date Created

    4. Number of Documents Created

    5. Total Credentials Issued

  3. Click on the specific engagement you want to manage. This will take you to the Engagement Details View. Inside the Engagement Details View, you’ll find:

    1. Engagement Name, Type, and Description

    2. Gallery View of Documents under this engagement

    3. Create Document button - To know more about creating documents, visit Create a Document document

    4. Download Engagement Report button - Top know more about engagement report, visit Engagement Report

Editing an Engagement

You can easily edit an engagement’s information after creation. Here’s how:

  1. While in the Engagement Details View, locate the Edit button on the left side container where the engagement details are displayed.

  2. Clicking on Edit opens the Engagement Form where you can update the following:

    • Engagement Name (mandatory)

    • Engagement Type (mandatory)

    • Description (optional)

  3. After making changes:

    • Click Save to apply your updates.

    • Click Cancel if you want to exit without saving any changes.

Deleting an Engagement

Before deleting an engagement, please note:

You can only delete an engagement if no credentials have been issued under it. Even if documents exist under the engagement, deletion is only allowed if zero credentials have been issued.

To delete an engagement:

  1. Go to the Engagement Details View.

  2. At the top-left of the screen, next to the "Create Document" button, you’ll see a Delete button.

  3. Click the Delete button to open a warning modal.

  4. In the modal:

    • Click Confirm to permanently delete the engagement.

    • Click Cancel to abort the deletion process.

Once an engagement is deleted, it cannot be recovered. Please ensure you want to proceed before deleting the engagement.