Associate multiple category users to multiple assessable records
릴리스 버전: Australia
업데이트 날짜 2026년 03월 12일
소요 시간: 2분
The stakeholder list helper in the create stakeholders module is the most efficient
way to associate multiple category users to multiple assessable records in a single
interface.
시작하기 전에
Role required: assessment_admin or admin
이 태스크 정보
You can select category users from one category at a time.
주:
You cannot edit or
delete stakeholders using the list helper.
프로시저
Navigate to All > Assessments > Advanced > Create Stakeholders.
The stakeholder list helper appears.
Select a metric type from the list of available types.
주:
Only metric types for scheduled assessments are available.
On-demand assessments do not use category users or stakeholders.
Select a category from the list of available categories.
주:
Only categories within the selected metric type are
available.
The system populates the Category User and
Assessable Records lists with category users and
assessable records associated to the selected category.
Select one or more category users from the Category
Users list.
Select one or more assessable records from the Assessable
Records list.
Click the Associate arrow between the lists to complete
the association.
A message above the list helper advises you that the selected category
users are now stakeholders for the selected assessable records.