Creating New Records
- Navigate to the communications records by clicking on the Stakeholder Engagement icon in the application menu and select "Communications" under the section “Engagement”.
- Click “Add” to create a new record. An empty form will follow.
- Fill in the mandatory fields as well as any information required for your daily operations. The information in the form will later be found under the tabs “General Information” and “Attendees”.
- Click “Save” to save the record and go back to the “Communications” records or click “Save and View” to save and view the newly created record.
Pro tip: If many communications have to be recorded in a row, check the “add another” box; the communication form will remain open after clicking “Save”. This simple maneuver saves time and effort.
The information under the tab “General information” can be edited by clicking on the “Edit” button. The latter appears when hovering the mouse over the section that needs editing. Once the information is edited, click “Save” to record the new data.