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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, issues, actions, documents and ...
Thu, 5 Dec, 2019 at 7:35 PM
User Capabilities and Team Roles
Users are granted pre-defined permission roles according to the tasks they need to perform in the system. All users will need to have a user capability and ...
Mon, 23 Mar, 2020 at 7:20 AM
How to search
Basic Data Search Use the navigation tabs at the top of the screen and select “Search”. This is where you can narrow down the data to find specific subsets...
Mon, 23 Mar, 2020 at 7:33 AM
Search Views
After you've gotten your search results, there are 3 different ways you can view them.  You can see how many results your search has produced at th...
Sat, 18 Jan, 2020 at 4:26 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. Main navigation...
Mon, 23 Mar, 2020 at 7:41 AM
Utilising Actions
Actions are internal activities and tasks, actionable by an assigned User of your Consultation Manager system. Action Records can be related to other Re...
Mon, 23 Mar, 2020 at 7:36 AM
Adding Records
A Record is any new entry into the system in the form of an Entity; including Stakeholders, Properties, Events, Actions, Documents, or any other Entities th...
Mon, 23 Mar, 2020 at 7:30 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...
Tue, 24 Dec, 2019 at 8:42 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...
Sun, 22 Mar, 2020 at 6:49 PM
Your 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...
Mon, 23 Mar, 2020 at 7:42 AM