Associate multiple category users to one assessable record

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

Avant de commencer

Role required: assessment_admin or admin

Pourquoi et quand exécuter cette tâche

You can also edit or delete stakeholders from the form.

Procédure

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.

   

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.

• Delete a stakeholder for one assessable record
  You can delete stakeholders for one assessable record.

Tâches associées

• Create a category user
• Associate multiple category users to one assessable record
• Associate one category user to one assessable record
• Delete a stakeholder for multiple assessable records
• Delete a stakeholder for one assessable record

Référence associée

• Category users and stakeholders