Associate one category user to one assessable record

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

    Role required: assessment_admin or admin

    About this task

    Associate any category user to any assessable record.

    Procedure

    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.

    Result

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