A Stakeholder and Stakeholder Initiator can view high-level information on cases they are associated with.
If a Stakeholder or a Stakeholder Initiator is listed as a line manager in a case, they can see the owner, status, and any tasks assigned to or initiated by them(for Stakeholder Initiators). They can also add and respond to any comments available to stakeholders.
The main difference between a Stakeholder and a Stakeholder Initiator is that Stakeholder Initiators can create scenario plans, talent opportunity plans, and initiate cases.
📘 This article provides an in-depth overview of the Stakeholder and Stakeholder Initiator Role. If you need to learn how to change a user's role, check out this article for more information.
Stakeholder Role Landing Page
The Stakeholder landing page brings everything that requires your input into one place.
Here, Stakeholders can:
Create Tickets
View everything needing your attention:
Complete assigned Checklist tasks
Review pending Approvals
Sign Documents(if assigned tasks requiring them to do so)
Upload documents(if assigned tasks requiring them to do so)
View Cases if they are assigned as a contact.
Stakeholder Initiator Landing Page
The Stakeholder Initiator landing page is similar to a Stakeholder's but with additional functions such as:
Creating Scenario Plans
Creating Talent Opportunity Plans
Initiating a Case
Actions
Stakeholders and Stakeholder Initiators can view the list of tasks assigned to them in the Actions screen. Here, they can complete tasks without having to open a case every time.
Cases
Stakeholders and Stakeholder Initiators can view cases when they are assigned as contact. Actions and tasks in the case that are assigned to the Stakeholder or Stakeholder Initiator can be viewed and completed here.
Stakeholders and Stakeholder Initiators can create tickets from a case by selecting the Tickets section and clicking on Add Ticket.
Stakeholders and Stakeholder Initiators can also view and add comments to keep up with case updates..
Trips
Stakeholders and Stakeholder Initiators can create Trips to log and track business travel.
Create a Trip by clicking on "+".
💡Learn more about Business Trip Tracking here.
Tickets
Stakeholders and Stakeholder Initiators can create and view tickets they've raised or been assigned to. This allows them to request support, share updates, or flag issues.
💡Learn more about Tickets here.
Shared with me
Stakeholders and Stakeholder Initiators can view shared items like move plans, cost estimates, compensation calculations and approvals in one place.
