Linking Planning Sources into a Review Item

To link a source from your Planning module into a review item within the Program Review module, follow the simple steps below!

1. First, you must have the Planning Sources table located at the bottom the edit page of your items.
• If this table is not in edit mode, please contact your Support Coordinator to enable this feature.
2. Click on "+Add New Source" and a new window containing your Planning module's organizational chart will open.
3. Be sure to double-check the Filter to be certain you are attaching items from the correct year. If the Filter needs to be adjusted, click "Edit Filter."
4. In the organizational chart, choose the department that holds the Planning items you would like to attach.
5. Choose one, or more, items by checking the box to the left of the Type column.
6. Once the item(s) is selected, click on "Add Selected Items."
7. Your items will populate in the Planning Sources table in your requirement. 
• 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."
8. When are finished working in the requirement, be sure to click "Save" or "Save and Close."

For a demonstration of these steps, see the Creating Source Links training video.