Associate one category user to one assessable record

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

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

    Antes de Iniciar

    Role required: assessment_admin or admin

    Por Que e Quando Desempenhar Esta Tarefa

    Associate any category user to any assessable record.

    Procedimento

    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.

    Resultado

    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
    Nota:
    Do not create stakeholders from category users and assessable records of different metric types.