To link a source from your Planning module into a requirement within the Accreditation module, follow the simple steps below!
- First, you must have the Planning Sources table located at the bottom the edit page of your requirements
- If this table is not in edit mode, please contact your Support Coordinator to enable this feature.
- If you prefer the items be in .PDF format. You can select the item and choose "Edit Selected Source." Choose the PDF option. You can also delete items by selecting the item and clicking "Delete Selected Source."
When you use the "Planning source" field to bring Planning data into Accreditation, you will have to authenticate into Planning when trying to access that item in the live site. This will prevent someone who has access to an Accreditation requirement, but not an item in Planning, from gaining access to data they aren't already provisioned to view. However: our archiving tool bypasses permissioning so that a reviewer accessing Planning items in the archived site will be able to view them as evidence without credentials.
For a demonstration of these steps, see our training video.