How to link Surveys to Strategy Plan Objectives

As your strategy plan progresses, you may wish to link a Survey to an objective within the plan if you know it is related. This article will take you though how to link them.

1. From the View Surveys screen, select Link to Objective from the left hand menu.
2. From the Link to Objective screen, select your chosen Strategy plan. Any objectives that exist in this plan will then appear under the Objectives.
3. Select the Link to Objective button on the right of your chosen objective.
4. The system will take you back onto the View Survey screen which indicates this survey has now been linked to your chosen strategy plan objective.
5. Click into the Strategy plan module, and select the plan that you have just linked with your survey.
6. Expand the objective, and you will see any Surveys that have been linked to this objective inside the Related Survey section.