Associate one category user to one assessable record

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

    • Create a single stakeholder using the list in the Assessment Stakeholders module.

    Vorbereitungen

    Role required: assessment_admin or admin

    Warum und wann dieser Vorgang ausgeführt wird

    Associate any category user to any assessable record.

    Prozedur

    1. Navigate to All > Assessments > Advanced > Assessment Stakeholders.
    2. Click New.
    3. On the Assessment Stakeholders form, fill in these fields:
      • Category user: Select a category user.
      • Assessable record: Select an assessable record.
    4. Click Submit.

    Ergebnisse

    The selected category user becomes a stakeholder for the selected assessable record. To verify the association, navigate to the assessable record and note that the selected category user is on the Category users related list.
    Assessment stakeholders
    Hinweis:
    Do not create stakeholders from category users and assessable records of different metric types.