Associate one category user to one assessable record

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Create a single stakeholder using the list in the Assessment Stakeholders module.

    시작하기 전에

    Role required: assessment_admin or admin

    이 태스크 정보

    Associate any category user to any assessable record.

    프로시저

    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.

    결과

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