Skip to main content

Finding and Reviewing Pending Engagements

Finding new engagements.

Your work starts by reviewing the Pending Client Engagements Report. This information is available in two places within the system:

  • The Pending Client Engagements Report
  • The CBM Engagements Panel.

The Pending Client Engagements Report

The Reports provides a number of reports that may be useful, and they are pre-configured to show all Pending Mentor candidates. To access the Pending Mentor Candidate report:

  1. Click on the Reports link on the left side of your screen.
  2. Select the Folder “Client Administration Team Reports”
  3. Click on “Pending Client Engagements” to display the report.

ClientAssignmentTEeam-Reports-001-2026-06-17_19-01-56.png


ClientAssignmentTEeam-Reports-002-2026-06-17_19-01-56.png


ClientAssignmentTEeam-Reports-003-2026-06-17_19-01-56.png

This report lists all of the engagements that need your team's attention — those with a status of Submitted (new, straight from the intake form), along with Assignment Declined and Dormant ones that have come back for reassignment (Section 4). A new engagement to review is one marked Submitted.

The Engagement List 

The Engagement List can be filtered to provide the same information as the Pending Client Report, and offers more flexible interactive searching that may be useful in some situations. To access the Engagement List:

  1. Click on the "Engagements" on the left panel.
  2. Use the search box (2) to enter a Candidate Name to locate an individual candidate.
  3. Click on the filter list three buttons, and select a field to filter. Usually Engagement Status.
    1. Enter the status values that you want to review and the list will be filtered to make it easier to find.

ClientAdminTeam-EngagementListFiltering-0012026-06-17_23-50-38.png

Opening and verifying the records.

Select an engagement has been located, it can be opened it by clicking on the Engagement Name. It will display the Engagement Detail page. Because the intake form creates the engagement together with the client Company and the client Contacts, your first job is to confirm those are right and properly linked:

  • the Company— the client business (or a "(Pre-Startup)" placeholder if the business doesn't exist yet);
  • the Contacts— the people at the client who'll take part;
  • the Engagementitself — that it's connected to the right company and people.

If something is off or missing, correct it before you assign — a clean record now saves confusion later.

kCaclientassignment-viewengagement-0012026-06-17-19-18-09.png


Reviewing what the client needs.

With the records verified, read the substance of the request: the client's industry and the mentoring areas they've asked for. This is what you'll match a mentor against in the next section, so understand it clearly before you go looking for the right person.

Back to top