Users who take assessments are individuals in your organization who have specific
knowledge of the assessment categories and the records being assessed. A person who is qualified
to answer assessment questions from metrics in a specific category becomes a category user when
associated to that category. A category user then becomes a stakeholder when associated to a
specific assessable record.
The system determines which assessable records and
questions a user receives by looking at the metric categories and assessable records for
which those users are stakeholders. Assessment administrators can create and manage
category users and stakeholders.
users and stakeholders are used only for scheduled assessments.
Category usersCategory users are users
who can potentially answer assessment questions about a particular metric category for
scheduled assessments. Category users should have special knowledge of the categories and
the metrics those categories contain. A category user becomes a stakeholder when associated
to an assessable record. Create at least one category user for each category you want to use
for assessment questionnaires. There is no need for category users if the category
contains only scripted metrics.
StakeholdersA stakeholder is a
category user with specific product or service knowledge, who is associated to an assessable
record. A stakeholder is familiar with the assessable record and all the metrics within a
specific category. The same category user can be associated to multiple assessable records,
in which case the system creates a stakeholder record for each association.
multiple ways to create stakeholders:
Note: Ensure you establish the desired user and assessable record associations to
categories before attempting to creating stakeholders.