After you’ve signed in to Cartographer you will arrive at a page called Home. This is the centre of a workspace that your company or charity uses to collect and manage all of its monitoring data:

Your home page contains quick links to access the surveys and maps in your workspace. It also contains a button to let you quickly add a new survey in one click. However, the left-hand sidebar is your main tool for getting around. (If you prefer the keyboard, see Quick Navigation with the Omnibar.)

The Sidebar#

The left-hand sidebar is present on every page in the workspace and provides your primary way of navigating the site. You can click the burger icon (three horizontal lines) in the top left to toggle the sidebar on and off:

The sidebar sometimes starts off hidden to save space on smaller screens. You may need to click the burger icon to make it visible:

The contents of the sidebar will vary from workspace to workspace. Here are a few common items to expect:

1. Workspace Name — The name of the current workspace, with its logo just to the left. Click here at any time to return to the workspace home page.
2. Workspace Switcher — If you are a member of multiple workspaces, their logos will appear here. Hover over a logo to see the corresponding workspace name, and click the logo to switch to that workspace.
3. User Menu — Click this icon to open a menu containing options to do with your account: My Account (your personal details and security settings), Use Invitation Code, Contact Us, Help, and Sign Out.
4. Projects — The projects you have access to in the current workspace. This is sometimes split into My Projects - projects you are actively involved in - and Other Projects - projects that you aren’t working on can view.
5. Workspace Admin — If you’re a workspace administrator, you can access additional pages to configure settings and invite new members.

Working with Lists#

Most pages that show a list of things — surveys, projects, teams, members, and invitations — work in the same way. Once you’ve learned one list, you can use them all.

The Search Bar#

At the top of each list is a search bar. It has:

1. a search box, for finding items by typing words, and for filtering by things like status, team, or surveyor (see below);
2. filter buttons for other kinds of filter, such as Dates and Location on survey lists, or Type and Role on member lists;
3. a Sort button, for choosing the order of the list;
4. a Download button on some lists, for saving the list as a spreadsheet;
5. a row of chips underneath, one for each filter you’re using.

On a phone or a narrow window, the buttons show only their icons.

Filtering with the Search Box#

Start typing in the search box. A menu opens underneath:

• The first item is Search for “…”. Choose it (or press Enter) to find items containing the words you typed. See Searching below for ways to combine words.
• Below that are matching names, grouped under headings such as Status, Team, or Surveyor. Choose one to show only the items that match it. For example, type north and choose North under Team to see only the North team’s items.

Each filter you choose appears as a chip under the search bar. You can use as many as you like together.

• To remove a filter, click the × on its chip.
• To remove all of them, click Clear all at the end of the row of chips.
• If the search box is empty, pressing Backspace removes the last chip.

If nothing matches, the list says No results match the filters applied. Remove a chip or two to widen the search.

Sorting#

Click Sort and choose what to sort by and whether the list should be in Ascending or Descending order. On wider screens you can also click a column heading to sort by that column; click it again to reverse the order.

If you change the sort order, a chip such as Sort: Surveyed Date ↓ appears with the filter chips. Click its × to go back to the usual order.

The ⋯ Menu#

Many rows have a ⋯ button at the right-hand end. Click it to see the things you can do with that item, such as duplicating a survey or viewing it on a map. The options depend on the list and on your role.

Selecting Items#

Coordinators and administrators can act on several items at once. If you can, you’ll see a tick box at the start of each row.

• Tick the items you want. A bar appears above the list showing how many you’ve selected, with buttons for the actions you can take.
• To select everything, tick the box in the heading. If the list has more than one page, choose This page to select just the items you can see, or All matching to select every item that matches your search, on every page. You can then untick any you want to leave out.
• To clear your selection, click the × at the end of the bar.

On a phone or a narrow window, the action buttons are gathered into a single Actions menu.

If an action is greyed out, hover over it to see why. See Survey Approval and QA, Moving and Copying Surveys, and Change an Existing Member's Role for what each action does.

Searching#

Most search fields on the site, such as the ones on survey lists and member lists, support the same search syntax. If you don't need anything fancy, type a few words and Cartographer will find items that contain all of them. For more precise searches, you can combine words in the following ways:

A few things to bear in mind:

• Searches ignore capitals: Thames, thames and THAMES all give the same results.
• Searches match the start of words, so you don't need to finish typing: gurn finds “Gurnell”.
• Searches match different forms of a word: survey also finds “surveys” and “surveying”. Punctuation is ignored, and so are very common words like “the” and “of”.
• or takes priority over spaces: thames gurnell or adur finds items containing “thames” and also either “gurnell” or “adur”. Use parentheses if you mean something else: (thames gurnell) or adur.
• You can type OR, AND and NOT in capitals if you prefer. AND is the same as a space, and NOT is the same as a minus sign.
• A minus sign only excludes a word when it comes at the start of the word. Hyphenated words like north-west are searched as normal.