Associate one category user to one assessable record

You can 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 Assessments > Advanced > Assessment Stakeholders.
  2. Click New. On the Assessment Stakeholders form, fill in these fields:
    • Category user: Select a category user.
    • Assessable record: Select an assessable record.
  3. Click Submit.
    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.
    Assessment stakeholders
    Note: Do not create stakeholders from category users and assessable records of different metric types.