Creating an Engagement

An Engagement refers to any event, workshop, course, training program, or similar activity for which credentials and documents will be issued. If you’re not familiar with what engagements are, we recommend starting with this article: What is an Engagement

This article will walk you through the engagement creation process in your Wauld workspace.

How to create an engagement

Click on the Engagements section from the left side navigation bar. This will take you to the Engagements section.

Click on the Create Engagement button to begin the process.

• If you haven’t created any engagement yet, you’ll see a Create Engagement button right in the center of the page.

• If you’ve already created one or more engagements and now want to create a new one, look at the top right of the screen; you’ll find the Create Engagement button there.

Once you click on the button, a form will open where you can enter the details of the engagement. The form has three fields:

• Name (mandatory): Enter the name of the engagement. This will be displayed on the recipient’s credential card in their dashboard.

• Type (mandatory): Pick the type of engagement from the dropdown. The available options are:

  • Academic Program

  • Module & Course Completion

  • Recognition & Achievement

  • Competitions

  • Webinar, Workshop and Online Event

  • Training Program

  • Testing, Inspection and Compliance

  • Associations and Memberships

  • Others

• Description (optional): Briefly explain what the engagement is about and what outcomes it leads to. You can write up to 1000 characters. 

The description and type are only for internal reference and won’t be shown to recipients.

After filling in the required details, click the Save button to create the engagement. If you wish to cancel the process, click Cancel.

Once saved, the engagement will be created and listed in the engagement list view. You’re now ready to move forward with creating and issuing documents under this engagement.