Add Multiple Parties to a record in Information Request Playbook

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • As a government agent, you can add other business contacts or constituents to an information request application.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Open the Information Request Playbook by navigating to Lists in the CSM Configurable Workspace.
    2. Navigate to the Information Requests list and select All.
    3. Open the Information Request case you wish to add multiple related parties to.
      Nota:
      Related parties can only be edited if the case is in the Intake or Review stage.
    4. Navigate to the Add related parties activity in the Intake stage of Information Request Playbook.
    5. Select Add Related Party.
    6. Select the Type and Responsibility of the related party in the dropdown, then enter their contact name in the Contact field to look up existing contacts that match this name.
      Nota:
      All information request co-applicants must be registered on the Government Service Portal to be included on a information request application. Each co-applicant can create an account by registering on the Government Service Portal, or a government service agent can create a business contact account for them. For information on how agents can create a business contact record from information entered in an Information Request application, see Create a business record in CSM Configurable Workspace.
    7. Select Save.
    8. Repeat steps 5-7 to add as many related parties as needed.
    9. Select Mark as Complete.