Link an Engagement Plan to Your Assessment Program

The next logical steps once you have assessed your stakeholders is to create Engagement plans to link your stakeholders to them based on the result of the assessment.

Link an Engagement Plan to Your Assessment Program

1. Navigate to Assessment programs in Stakeholder engagement.
2. Select and open the assessment program to which you want to add an engagement plan.
3. In the left hand record menu, click the + Add in-line option for Engagement plans OR select Engagement plans and click the + Add option in the Engagement plans information page.
4. Select either Create a new record OR select Link an existing record.
   
5. In the Select drop-down list, select the engagement plan you want to link to this assessment program OR Create a new engagement plan using the + Create button.
6. Click the Link button.

View the Details of an Engagement Plan Linked to Your Assessment Program

1. Navigate to Assessment programs in Stakeholder engagement.
2. Select and open the assessment program in which you want to view an engagement plan details.
3. In the left hand menu, select Engagement plans.
4. In the Engagement plans information page, mouseover the engagement plan you want to view.
5. Click the View button on the right hand side of the page.

Alternatively, you can click on the engagement plan title to open its information page.

Unlink an Engagement Plan from Your Assessment Program

1. Navigate to Assessment programs in Stakeholder engagement.
2. Select and open the assessment program from which you want to unlink an engagement plan.
3. In the left hand menu, select Engagement plans.
4. In the Engagement plans information page, mouseover the engagement plan you want to unlink.
5. Click the Unlink button on the right hand side of the page.