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The Basics

Learn about the different ways to capture data in Consultation Manager and get the best results from your system.

Key terms / definitions
Entity Your data within CM is usually segregated into six (6) major categories, including stakeholders, properties, events, actions, documents and team mem...
Wed, 5 Aug, 2020 at 3:25 PM
Dashboard
Your Dashboard is the first thing you will see when you log into CM4. It will give you valuable information about your CM system in general, as well as thin...
Tue, 14 Jul, 2020 at 1:30 PM
User interface
Once you have logged into Consultation Manager you will see the main navigation bar across the top of your screen and a dashboard below. This will remain i...
Sat, 11 Jul, 2020 at 10:18 AM
Project Selection
Projects Consultation Manager uses Projects to structure and segment data. Projects can be clustered into project groups so that you can report on a segmen...
Sat, 11 Jul, 2020 at 10:18 AM
Global vs Private Entities
This article will explain the difference between global and private entities and show how to change them, we have also used a lot of terms from the system t...
Thu, 9 Jul, 2020 at 8:14 AM
What are Projects?
Consultation Manager uses Projects to structure and segment data. Projects in the system might be physical locations, such as a worksite or a road upgrade, ...
Thu, 13 Aug, 2020 at 11:50 AM
What are Stakeholders
Within Consultation Manager, Stakeholders are the individuals you as an Organisation are engaging with. All information relating to your Stakeholders includ...
Sat, 11 Jul, 2020 at 10:18 AM
What are Properties
Within Consultation Manager, Properties are any physical location, often including dwellings and land, associated with an ownership relative to the Stakehol...
Sat, 11 Jul, 2020 at 10:18 AM
What are Events
Within Consultation Manager, Events are interactions entered into the system between stakeholders and team members. These are configured to suit your indivi...
Sat, 11 Jul, 2020 at 10:18 AM
What are Actions
Within Consultation Manager, Actions are tasks or “to do” items assigned by a User to themselves or another User, usually when a follow-up or action is requ...
Tue, 14 Jul, 2020 at 2:41 PM