Stakeholder Overrides allow you to record stakeholder-specific outcomes when a single consultation communication (a communication linked to a consultation Engagement Plan) involves multiple stakeholders with different concerns, responses, or follow-up requirements.
Use Stakeholder Overrides to ensure consultation reporting accurately reflects each stakeholder's participation while preserving the original communication record.
ⓘ Note:
The Consultation reporting section, including the Stakeholder Overrides table, is available only for communications linked to a consultation Engagement Plan. Stakeholders must also be linked to the Engagement Plan to be included in consultation reporting.
The Stakeholder overrides table only appears when there are multiple stakeholders associated with a communication. It is not displayed when only one stakeholder is linked to the communication.
This article covers:
- Adding stakeholder overrides to consultation communication
- Editing stakeholder overrides
- Removing stakeholder overrides from a consultation communication
- Understanding how stakeholder overrides affect consultation reporting
Add a Stakeholder Override
- Navigate to Stakeholder Engagement > Communications.
- Open the consultation communication for which you want to add a stakeholder override.
- Select Consultation Reporting from the left-hand menu.
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In the Stakeholder Overrides section, click + Add.
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Select one or more stakeholders and update the following fields as needed:
Requires Follow-up
Summary
Issues
- Click Save.
Edit a Stakeholder Override
- Navigate to Stakeholder Engagement > Communications.
- Open the consultation communication that contains the stakeholder override.
- Select Consultation Reporting from the left-hand menu.
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In the Stakeholder Overrides section, hover over the stakeholder override you want to edit.
- Click the Edit button on the right-hand side of the page.
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In Stakeholder overrides form, edit the details as required.
- Click Save
Remove a Stakeholder Override
- Navigate to Stakeholder Engagement > Communications.
- Open the consultation communication that contains the stakeholder override.
- Select Consultation Reporting from the left-hand menu.
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In the Stakeholder Overrides section, hover over the stakeholder override you want to remove.
- Click the Remove button on the right-hand side of the page.
Understanding how stakeholder overrides affect consultation reporting
Stakeholder Overrides allow consultation reports to accurately reflect stakeholder-specific outcomes when a single communication involves multiple stakeholders with different responses, concerns, or follow-up requirements.
When a stakeholder override exists, the consultation report uses the override values for that stakeholder instead of the communication-level values. The following fields can be overridden:
- Requires Follow-up
- Summary
- Issues
If no override exists, the report uses the corresponding values from the communication record.