Create, View, Edit or Delete an Engagement Plan

An engagement plan is the strategic grouping of a series of communications, activities and tasks, in order to achieve a specific goal.

This article covers:

• Creating an engagement plan 
• Viewing an engagement plan 
• Editing an engagement plan 
• Deleting an engagement plan

Create an Engagement Plan

1. Navigate to Stakeholder engagement > Engagement plans.
2. On the Engagement Plans list page, click + Create.
3. Complete the fields in the Create an engagement plan form.

4. We recommend providing as much information as possible to help team members understand the context, scope, and objectives of the engagement plan.

   The following fields are required:

   • Title: The name of the engagement plan.  
   • Type of engagement plan: Select the type of engagement plan, such as Consultation, Land Management, or Stakeholder Engagement. The selected type determines the options available in the engagement menu.
   • Projects: Specifies the project the engagement plan is associated with and controls who can access it. 

   • Definition of geometry: Indicates how the geometry associated with the engagement plan was created. For example, the geometry may be Defined by location, Imported, Calculated from Parcels, or Drawn/Entered Manually Click 

     

5. Click Save and View to create the engagement plan.

View an Engagement Plan

1. Navigate to Engagement plans in Stakeholder engagement.
2. In the Engagement plans list, hover over an engagement plan for which you want to view details.

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

   

Editing an Engagement Plan

1. Navigate to Engagement plans in Stakeholder engagement.
2. Open an engagement plan 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 engagement plan. 

   

5. Click Save to apply your changes.

Delete an Engagement Plan

1. Navigate to Engagement plans in Stakeholder engagement.
2. In the Engagement plans list, hover over an engagement plan 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.