Configuration - Master List - Interested Parties
Here you define the list of Intested Parties and Contacts. Once they are added here, then can then be applied to one or many Projects you define in the Engagement App.
Configuration - Master List - Tasks
Add any Task that may be performed on any Project.
Here are some examples:
- Information Package Sent
- Response Received
- Revision Sent
- Revision Response Receivied
- Site Visit
- Internal - Project Planning
Task Groups
Sets of tasks can be ‘grouped’ together using the Group field. Once the groupings have been made, you have the option to batch add a ‘group’ of tasks to your Projects.
For example:
'FN' group of tasks may relate to Engagement with First Nations: Information Package Sent, Response Received, Support Letter Received, Government Letter Sent.
Add a New Task Group
- Go to the Configuration Menu-Data Entry Tools and select the Lookups tab
- Search for the Group Name “Task Group” and click on the blue hyperlink
- Add a new Lookup Code for the Task Group.
Once you have a Task Group created you can then assign it to your Tasks in the Master List.