You can view information on engagement plans directly in the Borealis mobile application. While you cannot edit the information directly from the mobile application, you can view different details related to the selected engagement plan.
View Engagement Plan Information in the Mobile Application
- Open the Navigation menu.
- Press on Engagement plans.
- Locate and open the engagement plan for which you want to view information.
- You can then press on one of the 3 options to view relevant information linked to this plan.
- Engagements: This menu lets you view the list of engagements linked to this plan.
- Planning: This menu lets you view the list of stakeholders and team members related to this engagement plan. You can press on their names to access their record.
- Others: This menu lets you view other elements related to the engagement plan such as Tasks, Agreements, and Parcels.
- You can also use the VIEW MORE INFO button to view the record information of the engagement plan.