Associate one category user to one assessable record
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
Navigate to All > Assessments > Advanced > Assessment Stakeholders.
Click New.
On the Assessment Stakeholders form, fill in these fields:
- Category user: Select a category user.
- Assessable record: Select an assessable record.
- 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.
Parent Topic:Category users and stakeholders
Related topics
Category users and stakeholders
Associate multiple category users to one assessable record
Associate multiple category users to multiple assessable records