How to Manage Interested Party Types

  Who is this article for?  

  Administrators responsible for managing Interested Parties.

 Interested Parties Admin group membership is needed.

As Interested Parties can include any business, organisation or group that you interact with it is important to keep them classified with an appropriate type so you know what each party is. There is no right or wrong way to categorise an interested party and the right approach is the one that fits your organisation best. 

Example: Most organisations will use the Interested Parties module to manage their customers and suppliers, however you can also use this to store information on regulatory groups, partners or investors.

This article is split into the following sections:

1. Create a New Interested Party Type
2. Delete an Interested Party Type
3. Assigning a Type to an Interested Party
4. Further Reading

1. Create a New Type

1. Log in to Ideagen Home.
2. Launch the Interested Parties module.
3. Click Interested Parties, and then Associated Lists.

4. Click Interested Party Types.
5. Click Add New Item at the bottom of the screen.

6. Enter the title and press enter.

7. If required, enter a Code and Description.
8. Check Review Interested Parties of this type if you require reviews to be carried out on any Interested Party which is assigned to this type.

2. Delete a Type

1. Click Interested Parties, and then Associated Lists.

2. Click Interested Party Types.
3. Click on the type you would like to archive.
4. Click on the Archive button.

3. Assign a Category to an Interested Party

1. Open your Interested Party record.
2. Hover over the Interested Party type and notice the edit icon appears.  Click the Type.

3. Select the new type.

4. Click Save.

4. Further Reading

• How to Create a New Interested Party
• How to Manage Interested Party Categories