<< Click to Display Table of Contents >> Navigation:  Xitracs Planning™ > Control Panel > Plan Field Sets

The Field Set function provides a convenient tool to pre-build fields that may then be used when you create a new plan. After the plan is created, individual fields may be edited if required by using the Plan Settings > Fields function.

Note: Depending on your system configuration, certain default field sets may have been pre-loaded at the time your Xitracs system was installed or updated. You can edit or remove these if appropriate.

To Create a Field Set

1.Click Create a field set.

2.Enter a Name and optional Description for the set.

3.Select a fieldset Type (applies to goal-based plans only)

For columnar field sets, see Column Fields below.

4.Click Submit.

Once you have created the field set, you need to add the fields.

1.Click the Fields link next to the new set.

2.Click the Add a field link.

If a field already exists, you can create a child field by clicking the Add link next to the existing field.

3.Enter a Name and optional Description for the field.

4.Select the field Type. This determines the type of response required.

5.Check the Allow Attachments box to allow a respondent to upload files in support of the input.

6.Enter an optional field Key if appropriate. You can use this to define a unique key value to a field for report analysis. See Reports > Spreadsheet.

7.Check Repeatable if a respondent can additional instances of the field.

8.Check Optional if a respondent can mark the field Not Applicable.

9.Click Submit.

For fields that require a selection as a response, you will need to set the parameters.

1.Click on the Parameters link next to the new field.

2.Click Create a field parameter.

3.Enter the parameter details. The details will differ depending on the parameter type.

4.Click Submit.

5.Add additional parameters if appropriate.

Column Fields

If the field set supports columns (goal-based plans only) you will be able to designate certain fields to be in contiguous columns when the plan is output to a report.

The number of columns is determined by the fieldset type and can be 3, 4 or 5 columns.