On your workspace home page, click the name of the type of survey you want to add. There are links on the sidebar menu as on the main home page:
You’ll be taken to a list of recent surveys submitted by other project members and yourself. Click the Add button to add a new survey:
You can also click the plus buttons on your workspace homepage and sidebar menu to jump straight to a new survey form:
Fill out the survey form recording the date and time of the survey and the observations you made:
See Tips on Completing Survey Forms and for help filling out the form. When you’re finished click Save Changes button at the bottom of the page. You will see a drop-down menu containing two options:
- Save as Draft — Use this option if you haven’t finished entering your data but you need to step away from your computer. The survey will show up as a draft on the Survey List page, allowing you to come back and finish it later.
- Save as Complete — Use this option if you have finished entering your data and you’d like to submit the survey for approval. Cartographer will send an email to the project officer for your monitoring project allowing them to review and approve your changes.
See Survey Approval and QA for more information on these status options and other statuses you might see on surveys in Cartographer.
Duplicating a Survey
Some survey forms can be duplicated, leaving some fields populated and blanking out others that are likely to change. To duplicate a survey, click its duplicate button on the right of the survey list:
There is also a duplicate button at the top of the survey form when you’re looking at a previously submitted survey:
Clicking any of these buttons will open a new survey form that contains the same data as the old form with fields that are likely to change blanked out:
Fill out this new form and save your changes to finish (see Saving Surveys). The new survey will be added to the survey list and the original survey will be unaffected.