Create, View, Edit, or Delete Communications

Communications provide a record of stakeholder interactions, helping preserve institutional knowledge and support engagement analysis. Recording communications accurately and consistently improves data quality, helps identify key stakeholders, and makes it easier to track recurring topics, issues, and grievances.

This article covers:

• Creating communication records
• Viewing communication records
• Editing communication details
• Deleting communication records

Create a Communication

1. Navigate to Communications in Stakeholder Engagement.
2. Click on the '+ Create' button.
3. On the Add - Communications form, enter all required information.
   • In the Communication section:
     • Title: Provide appropriate title for the communication you want to record.
     • Description: Enter the details for the communication.

     • Summary: The Generate button becomes available after a description is entered. Click it to automatically generate a communication summary.

       

   • In the Details section:
     • Type of communication: Select the type of communication to record, such as Consultation, Land Management, or another available communication type.
     • Projects: Specifies the project the communication record is associated with and controls who can access it. 
     • Date: Specify the date and time 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 the communication to related records such as an Engagement Plan, Issue, Grievance, or Company Asset. If you select a consultation engagement plan, the Requires Follow-up field is displayed automatically.

     • 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 documents related to the communication or provide links to relevant online documents.

4. Click the Save and view button to save communication record.

★ Tip: You can pin fields from the Related Records or Additional Fields sections, so they are displayed by default when creating future communications.

ⓘ Note: As a superuser, you can add additional fields using the Fields Configuration (⚙️) icon in the upper-right corner of the page.

View a Communication

1. Navigate to Communications in Stakeholder Engagement.
2. In the Communications list, hover over the communication record for which you want to view details.

3. Click the View button on the right-hand side of the page.

   

Edit a Communication

1. Navigate to Communications in Stakeholder engagement.
2. Open a communication you want to edit. 

3. Click the Edit (pencil) icon in the upper-right corner of the general information page. 

   

4. Update the required information in the communication record. 

   

5. Click Save to apply your changes.

Delete a Communication

1. Navigate to Communications in Stakeholder engagement.
2. In the Communications list, hover over a communication you want to delete.
3. Click the Actions (...) button on the right-hand side of the page.

4. Select Delete. 

   

5. Confirm the deletion when prompted.