EREngagement RepositoryADMIN

ADMINISTRATION

Repository settings

Manage controlled values, people, data migration, and governance.

Management

Choose an area to manage its records and configuration.

NUMBERING

Engagement numbering

Choose the number assigned by default when the next engagement is created.

Spreadsheet import

Import the Engagements tab from the historical statistics workbook into PostgreSQL. Expected columns: ID, Condition, Title, Date of Engagement, Branch, Business Contact, Primary Consultant, Related Engagement, Situation, Notes, Capability Sought, Outcome, Type of Engagement, and Related OA.

Existing identifiers remain untouched; imported records receive new repository IDs and every insert is recorded in the audit history.

Reference data

Quickly review and add controlled values used by engagement forms.

Changes are saved immediately
BR

Branches

Business areas that own or participate in engagements.

11
AGSAlberta Geological Survey
CL&MCorporate Legal & Management
E&CEnvironment & Compliance
FINFinance
HSHearing Services
IMTInformation Management & Technology
LAWLaw
PC&LPeople, Culture & Learning
RERegulatory Enablement
TS&EITechnical Science & External Innovation
WPSWorkplace Services
OU

Outcomes

Potential destinations for completed engagements.

7
DUPLICATEDuplicate
NONENone
OA_RECOMMENDEDOA Recommended
OPERATIONALOperational
PROJECT_CORPProject (CORP)
PROJECT_IMTProject (IMT)
TBDTBD
CA

Capabilities

Reusable capability demand categories.

16
business-process-managementBusiness Process Management
case-managementCase management
collaborationCollaboration
communicationsCommunications
content-managementContent Management
data-analysisData Analysis
data-captureData Capture
data-integrationData Integration
data-management-core-issue-is-managing-well-data-with-9-events-properlyData Management - core issue is managing well data with >9 events properly
data-managementData management
itsmITSM
onboardingOnboarding
portfolio-managementPortfolio Management
procurementProcurement
productivityProductivity
security-accessSecurity & Access