Request Stakeholder Roles

When Analysts or Change Managers link stakeholders to a request, they are prompted to select a Stakeholder Role for the stakeholder.

You can define different roles for each stakeholder within Workflow System Administration.

Creating a Stakeholder Role

Before you start

You must have Workflow Management Set Up enabled within your General Access Security Role to work with request stakeholder roles.

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Request Stakeholder Roles option. The Request Stakeholder Roles window appears.

3. Select the New icon. A blank row is inserted in the browse table.

4. Type a name for the stakeholder role in the Name field.

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

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

Renaming a Stakeholder Role

You should not rename the Unspecified role.

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Request Stakeholder Roles option. The Request Stakeholder Roles window appears.

3. Select the role you want to rename from the browse table and overwrite the Name with a new one.

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

Deleting a Stakeholder Role

You cannot delete the default Stakeholder Role, usually named Stakeholder. You cannot restore a deleted role. If necessary, a new one will need to be created. Existing entities linked to deleted stakeholder roles display the deleted role with an asterisk (*) beside the name.

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Request Stakeholder Roles option. The Request Stakeholder Roles window appears.

3. Select the role you want to delete. Select the delete icon. 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.