<< Click to Display Table of Contents >> Navigation:  Xitracs Planning™ > Plans > Editing a Plan > Links

Linking is a useful feature that lets you create relationships for data gathering or reporting purposes.

 

For Goal-based plans, you can also set permissions that will allow portal users assigned to a plan row to link to a row in another plan that has not been set as a target. For example, this allows a goal in plan A to link to one or more goals in plan B. See permissions.

 

There are three ways of linking a plan row:

1.To one or more portal users

2.To a survey or to specific survey questions

3.To one or more rows in another plan

Link to Portal Users

When you link a plan row to one or more portal users, field input can be completed via the Xitracs Portal.

The linked portal users can access the plan row fields via the Plan tab in the portal.

You can advise portal users of the assignment via email. See Control Panel > Manage Plans > [Plan] > Settings > Portal Settings > Email Users.

1.Click on the icon

2.For Free-form plans, click the Add a portal user link.

3.For Goal-based plans, click the Add a plan Editor or Add a plan Reviewer link.

4.Start typing the portal user name into the box, this will initiate the auto search

5.Select and click on the required portal user from the search result

6.Click the icon to add the name to the list or use the Enter key; to remove highlight the name(s) in the list and click the icon

7.Click Submit

Link to Surveys

Surveys or specific questions within a survey may be linked to a plan row using the Control Panel. See Manage Surveys > [Survey] > Link to plans.

If a survey is linked, the icon in the plan row will be active; if not, the icon will be grayed out.

1.Click on the icon

2.A list of linked surveys and questions will be shown.

3.Click the View link to show a list of responses or the Excel link to download the survey in an MS Excel® file format

Link to Other Plans

You can link a plan row to a row in another plan. The number of Links In and Links Out are displayed.

Note: Links In are only editable using the Links Out function in the source plan.

1.Links In - You can click on the number if it is more than 0 to view other plans linked to this row.

2.Links Out -  Click on the number and select a plan and row(s) to create links.