Call Stakeholder Roles

You can define different types of stakeholders who are interested in the progress and status of call.

Creating Stakeholder Roles

Before you start

As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.

Ensure you are in the correct partition before applying the settings.

You must have IPK Setup selected in the Admin tab of your General Access Security Role in order to configure any IPK administration settings.

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, locate the IPK Management group , scrolling up or down if necessary. You may need to expand the group to see the options.

2. Select Call Stakeholder Roles to open the window. A list of existing stakeholder roles is displayed.
3. Select . A row is inserted in the browse table.
4. Type a name for the stakeholder type into the Name field.
5. Select to save the changes. Provide the Change Reasons if prompted to do so.

Renaming Stakeholders

Before you start

As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.

Ensure you are in the correct partition before making any changes.

You must have IPK Setup selected in the Admin tab of your General Access Security Role in order to configure any IPK administration settings.

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, locate the IPK Management group , scrolling up or down if necessary. You may need to expand the group to see the options.

2. Select Call Stakeholder Roles to open the window. A list of existing stakeholder roles is displayed.
3. To rename an existing stakeholder type, select it and type a new name over the existing one.
4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Deleting Stakeholder Roles

Before you start

As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.

You cannot delete system

Ensure you are in the correct partition before deleting a stakeholder role.

You must have IPK Setup selected in the Admin tab of your General Access Security Role in order to configure any IPK administration settings.

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available . In the Explorer pane, locate the IPK Management group , scrolling up or down if necessary. You may need to expand the group to see the options.

2. Select Call Stakeholder Roles to open the window. A list of existing stakeholder roles is displayed.
3. Select the stakeholder role you want to delete. Select . If you attempt to delete the system default, you will receive a warning message.
4. Select to save the changes. Provide the Change Reasons if prompted to do so.