There are four types of Stakeholders Roles, you can select one or more these types:
- Responsible (R)
- Accountable (A)
- Consulted (C)
- Informed (I)
To be able to view the Stakeholders tab, you must have ‘View Stakeholders Tab’ user permission.
To edit a Change, you must have ‘Update Change’ user permission.
Access ‘Stakeholders’ tab
To access the Stakeholders tab:
- Navigate to the ‘Change’ page.
- Search for the Change on which you want to manage the Stakeholders. You can use the filter options available on this page.
- Open the Change by clicking on the ID or Name.
- Click the Stakeholders tab.
The existing Stakeholders are displayed here.
To add a Stakeholder, on the ‘Stakeholders’ tab, click. ‘Add New Stakeholder’ pop-up displays. Fill in the fields on this pop-up as follows:
|Name or User Group||Select a user or user group from the drop down as the Stakeholder|
|Role||Select one or more roles for this Stakeholder|
|This field auto-populates the email ID of the Stakeholder if you had selected a user. For the user group, this field is disabled.|
|Stakeholder RACI||Select one or more Stakeholder roles for this Stakeholder.|
Click . The new Stakeholder is added and available on the grid.
You can edit the Stakeholder Role and Stakeholder RACI roles on this grid. To edit, click on the Stakeholder to open the ‘Edit Stakeholder’ pop-up. Edit the fields as required. Refer to the above table for more details.
After making changes click .
The Stakeholder displays with the updated details on the grid.
To remove (or delete) a Stakeholder, click on the Stakeholder on the grid and then click . Plutora will remove the Stakeholder from the grid and will no longer be Responsible, Accountable, Consulted, or Informed for this Change.