Add, Unlink, or View Communications for an Engagement Plan

After creating an engagement plan, you can add communications to track stakeholder engagement activities and interactions related to the plan.

This article covers:

• Viewing a communication for an engagement plan
• Adding a communication to an engagement plan
• Unlinking a communication from an engagement plan

View a Communication for an Engagement Plan

1. Navigate to Engagement plans in Stakeholder engagement.
2. Locate and open an engagement plan for which you want to view the details of a communication.
3. In the left-hand menu, select Communications.
4. In the Communications list, hover over the communication for which you want to view details.

5. Click the View button on the right-hand side of the page.

   

Add a Communication to an Engagement Plan

1. Navigate to Engagement plans in Stakeholder engagement.
2. Locate and open an engagement plan to which you want to add a communication.
3. In the left-hand record menu, click the + Add in-line option for Communications OR select Communications and click the + Add button in the Communications information page.

4. Select either Create a new record OR select Link an existing record.

   

5. To link an existing communication to this engagement plan, select the communication from the Select drop-down list and click the Link button. Alternatively, click + Create to create a new record.

   

Unlink a Communication from an Engagement Plan

1. Navigate to Engagement plans in Stakeholder engagement.
2. Locate and open an engagement plan for which you want to unlink a communication from.
3. In the left-hand menu, select Communications.
4. In the Communications list, hover over the communication which you want to unlink.

5. Click the Unlink button on the right-hand side of the page.