Associate one category user to one assessable record

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

Avant de commencer

Role required: assessment_admin or admin

Pourquoi et quand exécuter cette tâche

Associate any category user to any assessable record.

Procédure

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.

Résultats

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.

Remarque :

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

Tâches associées

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

Référence associée

• Category users and stakeholders