Revert Separation From a Stakeholder
This guide will walk you through the simple process of correcting an accidental stakeholder separation within the Qapita platform. We understand that sometimes, a stakeholder may be mistakenly marked for separation. Qapita provides a straightforward method to revert this action, ensuring your data remains accurate and your stakeholder records are always up-to-date.
How to Revert a Stakeholder Separation
Follow these steps to quickly reverse a stakeholder separation and restore their status to active:
- Access the Stakeholder Page: Begin by navigating to the Stakeholder section. You can easily do this by clicking on "Stakeholders" in the menu located on the left-hand side of your Qapita dashboard.
- Locate and Select Stakeholder: Once on the Stakeholder page, find the specific stakeholder for whom you wish to reverse the separation. Click on their entry, and from the options that appear, select "Revert Separation".
- Confirm Reversion: A dialog box will be displayed to confirm your action. To proceed, simply click on the "Revert Separation" button within this dialog box. Upon confirmation, the status of the stakeholder will instantly be changed back to "active", integrating them fully back into your active stakeholder list.
Note: This feature ensures flexibility and data integrity, allowing you to easily correct any inadvertent actions and maintain precise stakeholder management within Qapita.
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