Manage an assessable record manually

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • You can manually create and remove assessable record associations for a category using a related list on the Metric Category form.

    始める前に

    Role required: assessment_admin or admin

    このタスクについて

    Keep in mind that when you disassociate an assessable record from a category, the system deletes any related stakeholders, if applicable, and you can no longer evaluate the assessable record using metrics in that category.

    手順

    1. Navigate to All > Assessments > Metric Definition > Categories.
    2. Open a category.
    3. In the Assessable records related list, click Edit and use the slushbucket to add or remove one or more assessable records.

      Only assessable records associated to this category's metric type are available for selection.