Add Client Program Engagements

Use Program Engagements to track the relationship between your client and their programs.

Program Engagements track your client through application, enrollment, active service period, and program completion. For more information, see Create Program Engagements.

1. Click the Program Engagements tab.

2. Click New.

3. Enter any value in the Program Engagement Name. When you save, the Program Engagement Name is automatically populated using the default naming convention Client Name - Start Date - Program Name unless you select Auto-Name Override.

4. Select a Stage.

5. Select the Client.

6. Select the Program to enroll the client in.

7. Select the client's Role in the program.

8. Enter any additional client information.

9. Click Save.