Stakeholder Roles

The Stakeholder Roles windows in administration enables you to add, delete and rename roles for stakeholders linked to CMDB entities.

Stakeholders are Analysts, Users and organizations with an interest in a particular Call, Request, CI or Organization.

Creating a Stakeholder Role

Before you start

You must have CMDB Setup enabled within your General Access security role in order to configure any CMDB administration settings. Depending on if or how your system is partitioned, ensure that you are working in the correct partition.

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed.
2. In the Explorer pane expand CMDB.

3. Select the Stakeholder Role group that wish to define from the list in the Explorer pane to open the window.

Select...	To...
CMDB Item Stakeholder Roles	Define roles for stakeholders linked to CMDB items.
Contract Stakeholder Roles	Define roles for stakeholders linked to contracts.
Cost Center Stakeholder Roles	Select to define roles for stakeholders linked to cost centers.
Location Stakeholder Roles	Select to define roles for stakeholders linked to locations.
Person Stakeholder Roles	Select to define roles for stakeholders linked to people.
Organization Stakeholder Roles	Select to define roles for stakeholders linked to organizations.
Subscriber Group Stakeholder Roles	Select to define roles for stakeholders linked to subscriber groups.

1. Select . A new row is created to the browse table.
2. In the Name list, type the name or description of the new stakeholder you want to create to the stakeholder list.

3. Repeat these steps for each stakeholder you want to create.

4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Once you select , the browse table displays the entries in alphabetical order.

Renaming a Stakeholder Role

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed.
2. In the Explorer pane expand CMDB.

3. Select the Stakeholder Role group that wish to define from the list in the Explorer pane to open the window.

4. Select the Stakeholder Role you want to rename. The entry is highlighted.

5. Type the name you want to assign for the selected stakeholder.

6. Select to save the changes. Provide the Change Reasons if prompted to do so.

Once you select , the browse table displays the entries in alphabetical order.

Deleting a Stakeholder Role

You cannot reverse this procedure. If you delete a stakeholder by mistake, you have to re-create the entry by creating a new stakeholder.

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed.
2. In the Explorer pane expand CMDB.

3. Select the Stakeholder Role group that wish to define from the list in the Explorer pane to open the window.

4. Select the Stakeholder entry you want to delete from the list by selecting on it.

5. Select . You cannot delete the default entry named Stakeholder. If you attempt to delete this record, a warning message appears.
6. Select to save the changes. Provide the Change Reasons if prompted to do so. The entry is deleted.