Schedule Stakeholder Verification and Verify Stakeholders

Data is a core component of Borealis and allows you to use many of the engagement management features to assist you in your day-to-day work. This data accuracy can be taken for granted but a process of regular data verification should be put in place at defined intervals to ensure the data in your system is reliable and can be used by you and your team. 

The stakeholder verification feature lets you schedule verifications at regular intervals for any stakeholder in your system and provides a means to record verification actions you and your team members have taken. This action can be done manually for each stakeholder, or in batch for multiple stakeholders, based on the data conservation process and the requirements of your company and lets you make sure the data in your system is accurate and reliable.

This article covers the following:

• Viewing the verification status of a stakeholder
• Scheduling verification intervals for a stakeholder
• Scheduling verification intervals for multiple stakeholder in batch
• Verifying a stakeholder
• Creating a widget to track the verification status of your stakeholders.

View the Verification Status of a Stakeholder

If a stakeholder was never verified, the Last verification date and the Last verified by fields will be empty. If no verification is scheduled for a stakeholder, the Verification frequency and the Next verification due date fields will be empty.

1. Navigate to Individuals or Organisations in Stakeholder Engagement.
2. Select the stakeholder for which you want to view their verification status.
3. In the left hand record menu, select Verification.
4. In the information page, you can view the following information:
   • The Last verification date field lets you confirm when the last Verify action was carried out.
   • The Last verified by lets you confirm who verified the stakeholder.
   • The Verification frequency lets you know the verification interval.
   • The Next verification due date lets you know when the next verification should be performed.
     

This whole history of verifications is also available in the Action history at the bottom of the left hand menu.

Schedule Verification Intervals for a Stakeholder

1. Navigate to Individuals or Organisations in Stakeholder Engagement.
2. Select the stakeholder for which you want to schedule a verification interval.
3. In the left hand record menu, select Verification.
4. Click the Edit button in the upper right hand side of the information page.
   
5. In the Verification form, under Verification frequency you can input the number in the first field and select the interval unit in from the drop-down list. For example 3 months, which would mean a verification notification would be sent every 3 months.
   

   

6. Click the Save button.

Schedule Verification Intervals for Multiple Stakeholders in Batch

1. Navigate to Individuals or Organisations in Stakeholder Engagement.
2. Click the Select multiple button in the upper right corner of the list page.
   
3. Select the stakeholders for which you want to schedule or change a verification interval.
4. Click on the Batch update button in the upper right corner of the list page.
   
5. Flag Change Verification frequency in the left column.
6. In the right column, you can input the number in the first field and select the interval unit in from the drop-down list. For example 3 months, which would mean a verification notification would be sent every 3 months.
7. Click the Update button.
   

Verify a Stakeholder Record

1. Navigate to Individuals or Organisations in Stakeholder Engagement.
2. Select the stakeholder which you want to verify.
3. Verify the stakeholder information and update it as needed.
4. In the left hand record menu, select Verification.
5. Click either the Verify button in the information page while you mouse over OR click Verify in the Action menu.
   
6. In the Verify form, specify information on what you verified in the Comments field.
7. Click the Verify button.

Create a Widget to Track Verification Information

Borealis offers several tools to help you in tracking verification information and keeping up with the verification schedule such as creating email notifications for yourself. Another option is creating one or several widgets to track key information related to the verification process such as Last verification date, Last verified by, Verification frequency, Next verification date.

1. Create a widget. 
2. In the Form drop-down list, select Stakeholder Engagement - All stakeholders.
3. You can then add the columns you want to track for the verification process (optional). This lets you use columns sorting to organize your data for example.
4. You can then add filters to zero in on the verification information.
   For example you could display all stakeholders with verifications scheduled before a specific date with:
   
   Additional filters you can add to your widget(s) are:
   • Last verification date
   • Last verified by
   • Verification frequency
   • Modified since last verification
   • Next verification due date
5. You can add several filters in the same widget or duplicate your widget and add a different filter.
6. You can then add any widgets you created for tracking verification information to a report to group all your information in one place. 
7. You can also bookmark your report and/or your widgets for quick access.