How to: create a stakeholder

1. Go to: Stakeholder Management > Stakeholders.
2. Click ‘+ Add new stakeholder’.

General Details

1. Fill out the questions related to the ‘General Details’ topic, by providing more information into the applicable fields or making a selection in the list. Make sure all required fields are filled in.
2. Click ‘save’.

Point of Contact

1. Click on the ‘+’ sign to add a contact.
2. Fill out the questions related to the ‘Contact’.
3. Click ‘OK’.
4. Add other contact(s) or click ‘save’.

Agreements

1. Click on the ‘+ add new agreement’ to add an agreement.
2. Fill out the questions related to the ‘Agreement’, by providing more information into the applicable fields or making a selection in the list.
3. Create a review interval by entering a review interval number and selecting a review interval period (day/week/month/ day(s)/week(s)/month(s)).
4. Click ‘Save’.
5. Click ‘+ add new version’ to add the actual agreement. Fill in the questions related to your first version.
6. Click ‘Add version’.
7. Click ‘Save & Exit’.

Assessments

1. Click on the ‘+ add Assessment’ button to link an assessment.
2. Create an assessment (Read: How to: create an assessment)
3. Click ‘Save’.
4. All assessments and submissions linked to this stakeholder can be followed-up in the Assessments tab.