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Associate multiple category users to one assessable record

Associate multiple category users to one assessable record

You can create many stakeholders for a single assessable record from the Assessable Record form.

Before you begin

Role required: assessment_admin or admin

About this task

You can also edit or delete stakeholders from the form.

Procedure

  1. Navigate to Assessments > Assessable Records.
  2. Open a record from the list.
  3. In the Category users related list, click Edit.
    These category users are the stakeholders for this assessable record.
    Stakeholders for this assessable record
  4. Use the slushbucket to edit the category users associated to this assessable record. Add category users to create stakeholders. Remove category users to delete stakeholders.
    The system only shows category users for categories associated to the assessable record. For example, if an assessable record is only associated to the Compliance Score and Support Rating categories, you do not see User Satisfaction category users.