FastTrack360 Version 12 Online Help

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External references link a questionnaire page to one or more objects within the category to which the page is linked. For example, a page linked to the Office category is not necessary relevant to all agency offices. Therefore, one or more external references must be linked to the page to determine to determine the applicable agency offices.
It is not necessary to link external references for questionnaire pages created at the Country level of the category hierarchy. Such pages are linked to one external reference by default, that being the country to which the page belongs. You cannot delete the default external reference nor link additional external references to such pages.
To link a questionnaire page to external references, follow the procedure below. Note that the procedure assumes that a new page is open in the Page Entry screen.

How to Link a Page to External References

 

1.

At the top of the External Reference List field in the Page Entry screen, click
.
A search dialog box opens, allowing you to search for an external reference depending on the level of the page category at which the page is being added.

2.

In the Search section at the top of the dialog box, type or select as much information about the specific external reference(s) you want to link to the questionnaire page and click . The search
fields available depending on the category to which the category to which the page is linked and are listed and described below.

Alternatively, just click to list all external references within
the category.
The list of objects in the bottom half of the dialog box lists the matching external references or all external references for the applicable category respectively.

3.

In the list of external references, click on the external reference to be linked to the questionnaire page.

If you want to link multiple external references, click on one of the external references to be linked, hold down the CTRL key and then click on the remaining external references you want to link.
The external references you selected are highlighted.

4.

Click .
The dialog box closes and the external references you have selected are listed in the External Reference List field on the Page Entry screen.


Note that you can delete an external references that you have selected by clicking next to the relevant external reference within the Ex ternal Reference List field.
Click here to see descriptions of the search fields that are available depending on the page category to which the questionnaire page belongs.

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