Requirement: This feature is not available by default. If you do not see it, contact your superuser to activate it in the fields configuration.
The Borealis Team Data Segregation - TDS - empowers you and your teams to create multiple projects and define user access for each project to improve data confidentiality. An issue that can come up results from individuals and organizations often becoming relevant stakeholders in multiple projects simultaneously.
While the primary stakeholder record can be shared across relevant projects, engagements are typically recorded within a specific project. Consequently, unless a user has access to all projects in which that stakeholder is involved, they may only have a partial view of the engagement process with that stakeholder as engagements created by users in other projects are not visible to them.
As a result, multiple staff members from the same organization may engage with the same stakeholder at various times and across different topics and projects which can lead to confusion and misunderstandings.
Multiple sections have been added to the records of Individuals and Organisations of the Stakeholder engagement module which allows users with proper project access, to identify interactions conducted with their stakeholders for other projects through metadata related to communications.
View Engagement Records From Other Projects
- Navigate to either Individuals or Organisations in Stakeholder engagement.
- Select and open the record of the stakeholder for whom you wish to validate whether they were contacted for another project.
- In the left hand record menu, click on any of these sections under under Engagements.
- Communications (Limited access)
- Grievances (Limited access)
- Issues (Limited access)
- Commitments (Limited access)
- Engagement plans (Limited access)
The list of engagements will be displayed which includes, but is not limited to, these fields:
- Reference number
- Date
- Staff members involved
You can then use this information, as needed, to reach out to your fellow team members and inquire about the nature of their interaction with the stakeholder.