Add and Edit Participants to an Existing Communication

Participants are people who were part of a communication. You can manage them from the Attendees tab of a communication record. If the communication is sent to the grievance portal, it will not be possible to update certain fields such as participants, description, and date afterwards.

This article covers the following:

• Add one or several participants to a communication
• Modify the list of participants
• Add additional information to a communication of type meeting

Add One or Several Participants to a Communication

1. Navigate to Communications in Stakeholder Engagement.
2. Locate and open the communication to which you want to add participant(s).
3. There are three options to add participants to a communication:
   • In the left hand record menu, click the + Add in-line icon.
   • In the left hand record menu, select Attendees and click the + Add button in the Attendees information page.
   • If no participants have been added to the communication, from any information page of the communication, click + Add a participant. 
     
4. In the Add-Participants window, in the Participant drop-down list, create a new stakeholder using the + Create button OR use the drop-down list to select one or more stakeholders or staff members to the communication.
   Make sure all participants have been added to the communication to help with data keeping and accuracy.
5. Specify information for the mandatory fields and any other fields relevant to you and your organization.
   Note that certain fields are only available for specific types of communications.
6. Click the Save button.

Modify the list of Participants

1. Navigate to Communications in Stakeholder Engagement.
2. Locate and open the communication for which you want to modify participant(s).
3. In the left hand record menu, select Attendees.
4. Mouseover the participant to view options on the right hand side of the page. You can:
   • Mark participants as Absent, Present, or Not invited.
   • Edit a participant's information
   • Remove a participant
     

Add Additional Information to a Communication of type Meeting

It would be ideal to keep complete and accurate lists of attendees for all types of communications. When entering data for large meetings, conferences, or conventions; it is unlikely that you will know all the attendees. In those cases, you should try and enter as many participants as possible and specify additional information such as the number of participants.

1. Navigate to Communications in Stakeholder Engagement.
2. Locate and open the communication to which you want to add additional information regarding the event.
3. In the left hand record menu, select Attendees.
4. Click on the Edit icon of the Attendees information page.
   
5. Flag Manually set the participants and specify participant information.
6. Click the Save button.