Engagement plans being carried out with several staff members, you will at times have to add members of your team to an engagement plan as team members / collaborators or replace the team members that have already been added to your engagement plan.
This can be done individually from Team members / Collaborators under Planning in the left hand record menu or in batch as follows.
Select and Add Multiple Staff Members to an Engagement Plan
- Navigate to Engagement plan in Stakeholder Engagement.
- Click the Select multiple button in the upper right hand corner of the information page.
- Select one or several engagement plans to which you want to add staff members to.
- Click the Add team members / collaborators button.
- In the Add team members / collaborators window, select the team members to add from the Team member / Collaborator drop-down list.
If you are overwriting the current team, you can flag Overwrite all team members / collaborators? to replace the team members / collaborators assigned to the selected engagement plans.
- Click the Save button.