Engagements can be classified using Engagement Types. Engagement Types are considered a Classification Code. Argenta comes loaded with
common Engagement Types to help you get started, but you can change them at
any time.
You can add or delete any Engagement Type by selecting
Classification Codes from the Argenta main menu on the left-hand side of the
screen.
This
will bring you into the full listing of all Customizable Classification Codes in Argenta. From here you will choose "Engagement Types."
This will
bring you into your full listing of Engagement Types. Next you will choose the "Add New" button.
This will
open the Add A New Engagement Type screen for you to add a new engagement type.
Choose a
name for your type and click "Add This Record" to
add this new type to your list.
View The Total Number Of Records
Above the list is a records total that displays the total of all items
currently displayed in the list. This is a quick and easy way to count list
items.
Search The List
All classification code lists can be searched by the code’s title. Enter the
title of the code you are looking for into the search field to search the list.
Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be
necessary to manipulate your own data. You can work with your data anyway you
want by exporting it to Excel. Every list in Argenta has an “Export To Excel”
button above the list. Clicking the button exports the data currently displayed
in the list to Microsoft Excel. If you have filtered the data by specific
criteria, only the result set will be exported.
To Remove An Engagement Type
In the engagement type list, click the corresponding “Delete”
button to remove the engagement type from Argenta. Engagement types that
are already in use cannot be deleted. You will receive an alert indicating that
you cannot delete the engagement type because it has been used to classify an engagement. If you still want to delete it, you can find the engagements associated
with it by filtering the engagements list, reclassifying all associated engagements,
then trying again to delete it.