Manage process group stakeholders

  • 15 February 2022
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Topic

How can I manage process group stakeholders?

Stakeholders are those with an active interest or responsibility in the process group. Managing process group stakeholders is limited to Promasters only.

 

Instructions

  1. Select Admin > Manage Groups.
    21598iBB3FBCFAA46F959A.png

  2. Select a process group to adjust, and click the ellipsis.
    21599i1A94C5DD09403970.png

  3. Select Manage Stakeholders.
    21600i8FDB677968286C16.png

  4. The Edit Stakeholders prompt displays.

  5. In the Process Editors section, click the Pencil.

  6. Enter a user's name or a role in the Add by User or Role/Responsibility field.

  7. In the Document Owners section, click the Pencil.

  8. Enter a user's name or a role in the Add by User or Role/Responsibility field.

  9. If enabled, the following sections can be adjusted in the same manner

    • Process Approvers - If Process Approval is enabled.

    • Process Publishers - If Process Approval is enabled.

    • Automation Specialists - If Automation is enabled.

    • Document Approvers - If Document Approval is enabled.

  10. Select / deselect the Include process group champions check box to include/remove process group champions as stakeholders.

  11. Select / deselect the Include process owners and experts check box to include/remove process owners and experts as stakeholders.

  12. Click Save.

 

Additional Information

Managing process group stakeholders is limited to Promasters only.

 

References


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