app.engagement_board
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Engagements as the Engagements and Onboarding pages read them: party name, onboarding progress, documents awaiting a signature or countersignature, deliverables to review and whether each side has rated (Section 4.4.4 stages 6 to 9). Rows follow opportunities.engagement.read on the project.
| Column | Type | Nullable | Description |
|---|---|---|---|
| engagement_id | uuid | Yes | Engagement. |
| org_id | uuid | Yes | Org. |
| project_id | uuid | Yes | Project. |
| project_key | text | Yes | Project key. |
| project_name | text | Yes | Project name. |
| party_name | text | Yes | Engaged person, or the account when no person is named. |
| person_id | uuid | Yes | Engaged person. |
| account_id | uuid | Yes | Engaged account. |
| account_name | text | Yes | Engaged account name. |
| role_type | app.external_role_type | Yes | External role type. |
| role_code | text | Yes | Canon role. |
| job_title | xpms.canon_text | Yes | Job title from the Roles Library. |
| worker_classification | text | Yes | Canon worker classification. |
| engagement_state | app.engagement_state | Yes | Engagement state. |
| start_date | date | Yes | First day. |
| end_date | date | Yes | Last day. |
| application_id | uuid | Yes | Application the engagement came from. |
| open_blocking_count | bigint | Yes | Blocking onboarding requirements not yet satisfied. |
| onboarding_item_count | bigint | Yes | Onboarding items. |
| documents_in_flight | bigint | Yes | Documents Sent or Signed and not yet executed. |
| deliverables_to_review | bigint | Yes | Deliverables handed in and awaiting the org. |
| org_rated | boolean | Yes | True once the org rated the party. |
| party_rated | boolean | Yes | True once the party rated the org. |
| ratings_released | boolean | Yes | True once both ratings show. |