Record Engagement

Engagement records capture your industry consultations — who you spoke with, what was discussed, and what feedback you received.

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When to Use This

Create an engagement record when you:

• Hold an industry advisory committee meeting
• Conduct employer site visits
• Send out and receive survey responses
• Have phone calls or email exchanges with industry contacts
• Attend industry forums or events

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Creating an Engagement

Go to Stakeholder Engagement and select Create. Enter the title, date, and method of engagement, then add the stakeholders involved.

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Recording Feedback

When stakeholders give you feedback during an engagement, create a Feedback record to capture it. From the engagement details page, select Add Feedback to open a pre-filled form.

Each piece of feedback links back to the engagement automatically, so you can see all the input you received from a single consultation. The feedback then follows its own workflow — it can be actioned, linked to continuous improvements, or marked as no action required.

This approach means feedback from engagements is tracked the same way as feedback from any other source, giving you a single view of all stakeholder input.

See Feedback for more on processing feedback.

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Linking to Your Scope

If the engagement relates to specific training products, use the Scope section to link relevant qualifications or units. This helps demonstrate you’ve consulted industry on the training you deliver.

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Attaching Evidence

Upload supporting documents to the engagement — meeting agendas, discussion guides, sign-in sheets, or notes. These provide evidence of the consultation for audits.

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Completing an Engagement

When you’ve finished documenting the consultation, change the Status to Complete. Completed engagements appear in the Completed tab.