Classification Codes, Working with Partner Stakeholder Groups

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Partner stakeholder groups can be classified using the partner stakeholder groups. Partner stakeholder groups are considered a classification code. Argenta comes loaded with common partner stakeholder groups to help you get started, but you can change them at any time.

You can add or delete any partner stakeholder groups by selecting Classification Codes from the Argenta main menu on the left hand side of the screen.

 
 

This will bring you into the full listing of all customizable classification codes that are within Argenta. From here you will choose "Partner Stakeholder Groups."

 

 

This will bring you into the full listing of your partner stakeholder groups. Next you will choose "Add New."

 
 

This will open a screen for you to add a new partner stakeholder group.

 

 

Choose a name for your group and click "Add This Classification Code" to add this new group to your list.

View The Total Number Of Records
Above the list is a records total that displays the total of all items currently displayed in the list. This is a quick and easy way to count list items.

Search The List
All classification code lists can be searched by the code’s title. Enter the title of the code you are looking for into the search field to search the list.

Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be necessary to manipulate your own data. You can work with your data anyway you want by exporting it to Excel. Every List in Argenta has an “Export To Excel” button above the list. Clicking the button exports the data currently displayed in the list to Microsoft Excel. If you have filtered the data by specific criteria, only the result set will be exported.

To Remove A Partner Stakeholder Group

In the Partner Stakeholder Group list, click the corresponding “Delete” button to remove the group from Argenta. Partner stakeholder groups that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the group because it has been used to classify a Stakeholder Group. If you still want to delete it, you can find the Partners associated with it by filtering the Partner list, reclassifying all associated stakeholder groups, then trying again to delete it.