Xitracs Planning™ > Control Panel > Manage Surveys

Once survey has been created, you can put it together it using the Control Panel > Manage Surveys > [Survey] > Questions link

To Add a Survey Question

1.Click the Create link.

2.Enter the Question and optional More Detail.

3.Enter an optional Question Key. This is a value you can enter that will be included in survey response reports, to support analysis.

4.Select the question Type. Depending on the type, you may need to add selection parameters. (See Edit a Survey Question below).

5.Check the Required box if a respondent must answer this question in order to complete the survey.

6.If the question type is Selection, check the Multi-Answer box if a respondent may select more than one answer.

7.Check the File Attachments box if a respondent may upload one or more files in support of an answer.

8.Check the Page-break Before box to have the question presented on a new page.

9.Click Submit.

1.Click the Edit link next to the question.

2.Change the question attributes as appropriate.

3.Change the question Position if required. This determines the order in the list of questions.

4.Click Submit.

5.If the question requires a selection, click on the Parameter link.

6.Click the Create a Question parameter link.

7.Enter the parameter Name and optional Description.

8.Enter an answer Key (optional). Keys can be used to identify answers in spreadsheet reports.

9.Click Submit.

You can link a survey question to a plan row if the target plan and row are configured to accept reporting links. See Control Panel > Manage plans.

1.Click Link next to the question.

2.Any plans that are available as targets will be listed in the drop-down.

3.Select a plan.

4.Select one or more available rows in the plan.

5.Click Submit.

6.Repeat to add to another plan.

Note: To remove a link, follow the above steps and uncheck the row(s) then click submit.