Manage an assessable record manually

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • You can manually create and remove assessable record associations for a category using a related list on the Metric Category form.

    Vorbereitungen

    Role required: assessment_admin or admin

    Warum und wann dieser Vorgang ausgeführt wird

    Keep in mind that when you disassociate an assessable record from a category, the system deletes any related stakeholders, if applicable, and you can no longer evaluate the assessable record using metrics in that category.

    Prozedur

    1. Navigate to All > Assessments > Metric Definition > Categories.
    2. Open a category.
    3. In the Assessable records related list, click Edit and use the slushbucket to add or remove one or more assessable records.

      Only assessable records associated to this category's metric type are available for selection.