Watch this video to learn more:
You use tools and forms to collect data about your project. For example, you can use a mapping tool to map the process that is failing, a brainstorming tool to capture possible reasons why the process is failing, and forms to analyze and document the steps you are taking to improve the process.
You edit projects in the desktop app and save them to the project repository. With all the projects in a common location, Engage summarizes project data and displays it in dashboard reports.
When workflow is off, you can start a project by opening the desktop app. Choose , then choose a project template.
With desktop projects, data is managed locally. With an Engage subscription, data is managed globally. During the upload of desktop projects, any local data field that matches both the name and the properties of a global data field is mapped and included in dashboard reports. A local data field that does not map to a global data field is preserved as a local data field. To manage and include a local data field in dashboard reports, a data architect must recreate it as a global data field in the design center. For more information about data fields, go to Data fields.