Associate multiple category users to one assessable record

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create many stakeholders for a single assessable record from the Assessable Record form.

    Before you begin

    Role required: assessment_admin or admin

    About this task

    You can also edit or delete stakeholders from the form.

    Procedure

    1. Navigate to All > Assessments > Assessable Records.
    2. Open a record from the list.
    3. In the Category users related list, click Edit.
      These category users are the stakeholders for this assessable record.
      Stakeholders for this assessable record
    4. Add category users to create stakeholders or remove category users to delete stakeholders.
      The system shows only category users for categories associated to the assessable record. For example, if an assessable record is associated only to the Compliance Score and Support Rating categories, User Satisfaction category users will not be listed.