Review and manage stakeholder details in split view
Use the split-pane stakeholder view to quickly browse stakeholders and review their full details, documents, people, forms and activity without leaving the current screen.
This guide is designed for project manager.
Steps
Step 1: Open the stakeholder split view
Select a stakeholder from your stakeholder list to open the split view, showing the mini list on the left and the detailed tabs on the right for the selected stakeholder.
Step 2: Navigate between stakeholders
Use the mini stakeholder list on the left or the up and down arrow keys on your keyboard to move between stakeholders while keeping their details visible on the right.
Step 3: Review the Overview tab
In the Overview tab, check key information about the stakeholder, including status, roles, contact details and any configured company or person summaries.
Step 4: View and manage stakeholder documents
Open the Documents tab to review files related to the stakeholder, such as contracts, correspondence or compliance records, and confirm what has been uploaded.
Step 5: Explore People / Company relationships
Use the People/Company tab to see linked people and organisations for the selected stakeholder, helping you understand who is involved and how they are connected.
Step 6: Check stakeholder forms and submissions
Open the Forms tab to see forms associated with the stakeholder, such as questionnaires or approvals, and confirm which items have been completed or remain outstanding.
Step 7: Review compliance and assurance information
Use the Compliance, Packages, RAMS and ITP tabs to review compliance-related items, package details, risk assessments and inspection test plans linked to the stakeholder.
Step 8: Monitor stakeholder activity and connections
In the Activity and Connections tabs, review recent actions, interactions and relationship links to other records, giving you a full audit trail for the stakeholder.
Step 9: Switch tabs and close the split view
Change between tabs using the tab bar at the top of the detail pane, and press Escape or select the close icon to exit the split view when you have finished.
Last updated: 2026-07-28