Manage an assessable record manually

You can manually create and remove assessable record associations for a category using a related list on the Metric Category form.

Before you begin

Role required: assessment_admin or admin

About this task

Keep in mind that when you disassociate an assessable record from a category, the system deletes any related stakeholders, if applicable, and you can no longer evaluate the assessable record using metrics in that category.

Procedure

  1. Navigate to Assessments > Metric Definition > Categories.
  2. Open a category.
  3. In the Assessable records related list, click Edit and use the slushbucket to add or remove one or more assessable records.

    Only assessable records associated to this category's metric type are available for selection.