Stakeholder
Summary
Timeline
The timeline shows a history of the engagement and tasks related to the stakeholder. To Manage (Add) additional interactions or tasks;
- Click on Manage
- Select either Interaction or Task
- Find the relevant interaction or create a new one
- The interaction will be added automatically, and the pop-up box can be closed.
Tagging
Tags can vary from keywords to phrases or topics that relate to your project. The purpose of tagging is to identify the emerging themes, topics, or issues within your engagement with stakeholders.
How to assign a Tag
- Navigate to the Tagging card
- Click on Manage
- Select the relevant Tag/s or click on + Add new tags to create a new one
- The Tag has now been assigned to the record
Relationships
Simply Stakeholders allows you to link Stakeholders with other Stakeholders and record the relationship they have with each other.
The ways in which we can link stakeholders are;
- Individual to Individual - Used to display relationships such as Family, Neighbour, Husband, Colleague etc
- Organisation to Organisation - Used to display the relationships between Organisations such as Parent Company, Corporate Partnership etc
- Individual to Organisation - Used to display/link the employees and their position within the Organisation
- Organisation to Division - Used to display different divisions/departments within an Organisation
- Stakeholder to Property - Used to display the stakeholders relationship with the Property
How to link a Relationship
- Navigate to the Relationship card
- Click on Manage
- Search or Create the Stakeholder record to link
- Once the record has been linked, record the position or select the relationship from the dropdown options
Details
Contact Details
The details that can be added to this card:
- Title
- Customer ID
- First Name, Last Name
- Phone number
- Address
- Social Media / website URL
Multiple contact details can be added, by clicking on the '+' button at the bottom of the card and selecting the field type.
