Create and Edit your Communications

Communications both play a role in institutional memory and in engagement analysis which allows your company to be proactive in reacting to potential issues and grievances. Accuracy and regularity when recording communications improves data keeping, facilitates the identification of key stakeholders and the tracking of recurrent topics.

A communication can be written or verbal, formal or informal interaction with one or more stakeholders. They can include emails, letters, meetings, conferences, social media posts, phone conversation, etc.

This sections cover the following topics:

• Create a new communication in Borealis
• Superusers - Default Pinned Fields for All Users
• Locate a previously created communication 
• Edit an existing communication to update or add additional information to it.

Create a New Communication in Borealis

To insert a new communication, follow these steps:

1. Navigate to Communications in Stakeholder Engagement.
2. Click the +Create button in the upper left corner to start a new communication entry.
   The page has two main sections
   

Open image-20250611-115311.png

1. Left Side
   Enter the Title and Description and you can enter or use the button to automatically generate the summary of the communication if needed.
2. Right Side
   Fill out the sections with relevant details:
3. Details: Required fields like Date, Project(s), and Type of communication.

   • Participants:
     Participants fields will vary depending on the type of communication:

     • For Email and Letter:

       • Add participants in the From, To, and CC fields.

     • For other Communication Types:

       • Use the Initiator, Stakeholder, and Staff Members fields.

   • Related records: Link your communication to an Engagement plan, Issue, Grievance, Company asset, etc.

   • Additional fields: Other information that is typically optional but may have been configured as required by your superuser. This includes General atmosphere, Subject categories and Location.

   • Documents: Upload related files.

4. Click the Save button to finish.

If you need to record several communication in a row, you can flag the Create another box. The communication form will remain available after you click the Save button and you can quickly start entering a new communication.

Superusers - Default Pinned Fields for All Users

Superusers can now set default pinned fields across the instance. These fields appear automatically for all users in the new communication interface.

1. Open Create Communication (new interface).

2. Click the gear icon (Fields configuration) on the top right.

3. Go to the For everyone or For current Site tab.

4. Click the 📌 icon next to the fields to pin them by default.

   Note: The pin icon won’t appear if the field is required, not visible, or always visible by default.

5. Click Save.

Note: A user can reset to the default configuration set by the superuser by clicking Restore by default under the For me tab in the Fields Configuration modal.

Locate a Previously Created Communication

Several options can be used to locate a previously created communication:

• You can use the global search function in the upper left corner of your application.
• From the Communication register, you can change the list page view to Detailed  and use the column headers to filter your search.
• You can use the quick filters to filter on specific types of communications

Edit an Existing Communication to Update or Add Additional Information to it

1. Navigate to Communications in Stakeholder Engagement.
2. Locate and open the previously created communication which you want to edit.
3. You can modify the communication record through different means:
   • You can use the Edit button located in the top right corner to modify the Classification, Details, and Access.
     
     
   • You can use the Edit (pencil) icon in each of the information pages to edit that information.
     
   • You can use the + Add in-line icon from the left hand record menu or click the + Add icon in the information page to add related information to the communication.
     
4. Click the Save button.