ECM – engagement compliance monitoring
Every engagement has a folder in the document system, and a deadline for that folder to be complete once the work ends. ECM is where the engagement manager vouches for it – item by item, each answer pointing at the document that proves it.
This is a demonstration. There are no passwords: choose who to sign in as. All 50 engagements and every person below are invented.
Engagement managers
Answer the close-out checklist by linking the file that proves each item, then certify it.
Engagement partners
Confirm what the manager certified, or send it back.
Engagement team
Prepare the file: answer items and link documents. Cannot certify.
Quality
The lead owns the checklist and the dashboards. The reviewer opens any file and sees who vouched for what.