<< Click to Display Table of Contents >> Navigation:  Xitracs Planning™ > Control Panel > Manage Surveys > Linking a Survey to a Plan

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

If you just want to link specific survey questions see Building a Survey.

To Link a Survey

1.Click Link next to the survey.

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.