Assigning Stakeholders

You can include roles, specific users, and teams as stakeholders in every workflow stage.

Stakeholders assigned to workflow stages are classified into the following two categories:

  1. Task-performing stakeholders
  2. Task-aware stakeholders

Task-performing stakeholders: This type of stakeholder performs different actions based on the workflow stage. By default, the stakeholders assigned to the workflow stage are task-performing stakeholders and have theicon next to their name.

Task-aware stakeholders: This type of stakeholder cannot perform any action when the workflow enters a stage. Notifications are sent to this type of stakeholder so that they're aware of the workflow's progress. To assign a user, team, or owner as task-aware stakeholder, add the user as stakeholder first, then select the stakeholder, and click Email Only. Task-aware stakeholders have the  icon next to their name.

You must assign at least one task-performing stakeholder to every workflow stage. However, you can assign more than one stakeholder depending on your use case. The following table describes the selection options for the purpose of assigning the stakeholders in workflow stages:

 OPTION
 DESCRIPTION
OwnerProvides a list of ownership types. When selected, the user assigned to the Entity or Policy with the selected ownership type is automatically assigned as a stakeholder for the workflow stage. 
TeamProvides a list of available teams. At least one team member must be assigned as an owner to the entity or policy. 
SearchAllows you to search the User directory to select users. 

The Assign Stakeholders section.

To assign stakeholders: 

  1. Select a workflow. 

  2. Click Edit in the top-right corner of the workflow Details page.

  3. Select a stage.

  4. Follow the steps below to select stakeholders:

    • To add an ownership type as a stakeholder, select an owner type on the Owner tab.

    • To add a team as a stakeholder, select a team on the Team tab.
    • To add a user as stakeholder, click the Search tab, enter the search criteria, and click Search. Under Search Results, select the user.
  5. Click Add as Stakeholder. The assigned stakeholders are indicated with a user icon next to their name.

If you have to assign a team in each workflow stage, ensure that the number of stakeholders in a team is less than 200. Otherwise, it may not be possible to advance a workflow stage when the workflow is assigned to an object such as policy, program, and so on.

To remove a stakeholder: 

  1. Select a workflow. 

  2. Click Edit at the top-right corner of the workflow Details page.
  3. Select a stage. 
  4. Under Assign Stakeholders, select the stakeholder, and click Remove. To remove multiple stakeholders within a stage, press and hold CTRL button on your keyboard, click the stakeholders to select them, and click Remove. The stakeholder(s) is removed.
  5. Click Save.