Inputting contacts into the system is a very common function. A stakeholder can have an unlimited number of contacts attached to their stakeholder record. A contact is anytime a project team member reaches out to a stakeholder for any reason. An example of an contact would be someone from the project team sending out a flyer to affected stakeholders that there is going to be construction around their business.

Adding Contacts Editor Manager Administrator

Contact Date R

Select the date in which this contact occurred. Defaults to today's date but you can select any date that is relevant

Type of Contact R

Select how the project team contacted the stakeholder

Who is Entering this Contact R

Select the user who is inputting the contact. It defaults to the logged in user but if the logged in user is inputting the information for another team member that actually did the contact, they can be selected here

Is There an Issue Identified

Select weather there was an issue identified for this contact. Defaults to "No" If you select yes, the type of issue box is opened up for selection

Type of issue

Select an issue if the above response is "Yes"

Comments R

Enter any comments about the contact

priority Level

Select a priority level for this contact, defaults to "High"

Stakeholder Contacted By

Select the team member that made the contact

Select weather or not this contact require a followup from the project team

Assign Followup R

Select a team member to assign this contact too. The team member will be emailed letting them know that they have an contact to followup with

Followup Instructions R

You can enter instructions to let the team member know what needs to happen in regards to this contact

Response Deadline R

Select the date of when the project team needs to respond by

Confidential Information

Select weather or not this contact contains confidential information, defaults to "No"

Attach an Asset

if you need to attach an asset, you can select it from your local file system and it will be attached to this contact