Manage an assessable record manually

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: assessment_admin or admin

    이 태스크 정보

    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.

    프로시저

    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.