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 ≡ > Admin > System Administration.

   The System Administration window appears.

   In the Explorer pane, expand IPK Management.

2. Select Call Stakeholder Roles to open the window. A list of existing stakeholder roles appears.

3. Select . A row is inserted in the browse table.

4. Type a name for the stakeholder type into the Name field.

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

Renaming Stakeholders

1. Select ≡ > Admin > System Administration.

   The System Administration window appears.

   In the Explorer pane, expand IPK Management.

2. Select Call Stakeholder Roles to open the window. A list of existing stakeholder roles appears.

3. To rename an existing stakeholder type, select it and type a new name over the existing one.

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

Deleting Stakeholder Roles

You cannot delete system values

1. Select ≡ > Admin > System Administration.

   The System Administration window appears.

   In the Explorer pane, expand IPK Management.

2. Select Call Stakeholder Roles to open the window. A list of existing stakeholder roles appears.

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. Save the changes. Provide the Change Reasons if prompted to do so.