The Engagement
An engagement is the core unit of work in Lens — one audit run for one dealership. Everything in Lens lives inside an engagement: the stages you work through, the documents you upload, the findings that surface, the feedback you exchange, and the report you sign.
A dealership can have multiple engagements over time. Each one is independent, with its own set of stages, findings, and a signed baseline. When you return to a dealership six months after the first engagement, you open a new one — and Lens can compare the two.
The engagement lifecycle
An engagement moves through five statuses, always forward:
| Status | What it means |
|---|---|
| Intake | The engagement has been created; you are gathering data and working through the early stages |
| Analysis | Most stages have input; Lens is surfacing findings and the picture is taking shape |
| Review | The findings are complete; you are reviewing, adding feedback, and refining |
| Signed | You have signed off; the report is final, the baseline is set |
| Monitoring | The engagement is complete and the dealership is in an active monitoring period |
The status is shown on every engagement card on the home screen and on the Canvas.
Status progression is forward only. A Signed engagement cannot return to Review. If you need to make corrections after signing, contact your Account Owner.
What an engagement contains
When you create an engagement, Lens takes your dealership details and sets up the full audit framework automatically. The engagement contains:
The document — the living record of the audit. Every note you add, every upload you process, every answer to a follow-up question, and every feedback resolution writes a new version. The document is never overwritten — it grows, version by version, from the moment you start to the moment you sign off.
The sections — the audit stages that form the working surface. When you create the engagement, the full template is snapshotted into the document. The stages you include, the order they appear in, and the numbers assigned to them all derive from this snapshot. Excluding a stage from the report does not delete it from the record.
The findings — the specific impact areas surfaced by each stage. Findings are produced by Lens from the evidence you provide. They are read-only once produced; you refine them through the feedback loop.
The comments — the feedback thread attached to specific text in the document. Each comment is either open (waiting for resolution) or resolved (the edit has been applied).
The report — the assembled output. It exists in two views: Working (for the consultant) and Principal (for the Dealer Principal). Before sign-off it carries a DRAFT watermark. After sign-off it is final.
Choosing the audit form
When you create an engagement, you choose between two forms:
Short — covers the priority stages most likely to surface material findings quickly. Use this for an initial assessment, a rapid health-check, or a follow-up visit where you already know the landscape.
Long — covers the full service lifecycle from online presence through retention. Use this for a complete engagement where you want to surface everything.
The form you choose determines which stages are included when the engagement is created. You can always add or remove stages later from the Canvas.
The dealership connection
Each engagement is linked to one dealership record. The dealership carries the name, country, currency, brand, and Dealer Principal contact that appear on the report. The currency on the dealership record determines how all findings are expressed — AED, INR, EUR, BRL, or any other currency.
Multiple engagements can be linked to the same dealership — one per audit cycle. The dealership record itself stays stable across engagements.
Maturity score
Each engagement may carry a maturity score — a level from L1 to L5 that summarises the overall operational maturity of the dealership’s service operation. This score is visible on the engagement list and serves as a quick orientation when scanning multiple dealerships.
The score is computed from the findings across all stages. It appears once enough data has been provided to form a reliable picture.