VicHealth

Loupe partners page

Where councils and coalitions record their stakeholder mapping

v0.1 · 2 October 2026

What this page is for

In Loupe, a council or coalition records its stakeholder mapping on the Partners page. Each partner is added once, with a few questions about the relationship, and is then available wherever Loupe asks who the work is with. This page walks through that experience screen by screen, so the program team can describe it to councils and coalitions and point them to the right place.

The screens were captured on 2 October 2026 from Loupe's test environment, signed in as a member of a test council. The partners and contacts shown are test entries, not real organisations or people.

Finding the Partners page1
Adding a partner2
What the form asks3
The list of partners4
Adding contacts5
A partner's own page6
Where partners appear elsewhere7

1. Finding the Partners page

After signing in, a council or coalition member sees their organisation's name at the top of the page with a row of links beneath it. Partners sits at the right of that row, next to Team. Before anything has been added, the page says there are no partners yet and offers one button, Add a partner. Below it is a second section, Contacts, for the people connected to the place.

The Partners page for a test council before any partner has been added, with an Add a partner button and an empty Contacts section — Figure 1. The Partners page as a council first sees it. The page explains that a partner is anyone the place works with, such as a team, an organisation or a community group.

2. Adding a partner

Choosing Add a partner opens a form over the page. The form scrolls, so the later questions sit below the first screenful.

Open Partners and choose Add a partner.
Type what the partner is called and choose what kind of partner they are.
Answer as many of the other questions as are known. All of them can be left for later.
Scroll to the bottom of the form and choose Add partner to save.

The Add a partner form open over the Partners page, showing the first questions — Figure 2. The form as it opens. The first two questions, the name and the kind of partner, are the only ones that must be answered.

3. What the form asks

The form has ten questions. Questions marked optional on screen can be skipped, and a partner can be opened again later to add or change any answer.

Question	How it is answered
What are they called?	The partner's name, typed in.
What kind of partner are they?	One of three: Part of the place team, An organisation, or A community group.
How formal is the arrangement? (optional)	One of five: Informal with no paperwork, Terms of reference, Referral protocol, Memorandum of understanding, or Contract.
What is the partnership about? (optional)	A short description, typed in.
What do they do? (optional)	The partner's role in the work, typed in.
Pooled or strategically coordinated funding?	Yes, No or Not sure.
Shared tools or frameworks?	Yes, No or Not sure.
Funding details (optional)	A note to go with the funding answer.
Which tools or frameworks? (optional)	A note to go with the tools answer.
Working together since (optional)	The date the partnership began, picked from a calendar.

The upper part of the Add a partner form: name, kind of partner, how formal the arrangement is, what the partnership is about and what the partner does — Figure 3. The upper part of the form: the name, the kind of partner, how formal the arrangement is, and two short descriptions.

The lower part of the Add a partner form: pooled funding, shared tools, funding details, which tools or frameworks, working together since, and the Add partner button — Figure 4. The lower part of the form: the funding and tools questions with their notes, the date the partnership began, and the Add partner button.

4. The list of partners

Each saved partner becomes a row in the table on the Partners page. The columns are the partner's name, kind, nature and role, the answers to the funding and tools questions, and a status. The table scrolls sideways on a narrower screen. The partner's name is a link to that partner's own page.

The Partners page with two test partners in the table and two test contacts listed beneath — Figure 5. The page with two test partners and two test contacts. The funding and tools answers show in their own columns, so the whole mapping can be read at a glance.

5. Adding contacts

Contacts are the people connected to the place. Choosing Add a contact asks who they are, their role, an email address, a phone number, and which partner they are with. Only the name is needed. Recording a contact does not give that person a login to Loupe.

The Add a contact form with a name, role, email address and a partner chosen from a list — Figure 6. The Add a contact form. The last question offers the partners already added, so a person can be linked to their organisation.

6. A partner's own page

Choosing a partner's name opens its own page. The answers to the funding and tools questions are gathered there under the heading Stakeholder mapping, with their notes. The same page lists the partner's contacts, the activities that name the partner, and whether anyone from the partner has been invited to sign in. Two buttons at the top, Change and Change status, reopen the answers for editing.

A test partner's own page showing the Stakeholder mapping section with funding and tools answers, then Contacts, What you're doing together and Portal access — Figure 7. A partner's own page. Stakeholder mapping shows the two answers and their notes, with contacts, shared activities and portal access below.

7. Where partners appear elsewhere

A partner is added once and then offered wherever Loupe asks who the work is with. This is why it helps to fill in the Partners page before starting other documents.

In the Place Scan. Each scan item has a question, "Which partner is this about?", that lists the partners already on the Partners page.
On activities. An activity can name the partners involved, and each partner's own page then lists those activities under "What you're doing together".
In contacts. A contact can be linked to a partner, and then appears on that partner's page.

Document control

Document name	Loupe partners page
Project	Loupe · Partnerships in Place · project reference VH008
Author	Jason D'Souza, Paper Giant
Status	Draft for the program team's review
Current version	v0.1 · 2 October 2026

Version history

Version	Date	Changes	Author
v0.1	2 October 2026	First issue: finding the Partners page, adding a partner, what the form asks, the list of partners, contacts, a partner's own page, and where partners appear elsewhere, with seven screens from the test environment	Jason D'Souza, Paper Giant

Acknowledgement of Country

Paper Giant acknowledges the Wurundjeri, Bunurong, Ngunnawal, Ngambri, Manbarra and Turrbal people as the Traditional Owners of the lands on which we regularly meet and work throughout Australia. We also acknowledge the Traditional Owners of Country throughout Australia and recognise the continuing connection to lands, waters and communities. We recognise that this is unceded land. We pay our respects to Aboriginal and Torres Strait Islander cultures, and to Elders past and present.