When you’ve finished entering a survey, click the Save button to finish editing and return to the survey list. When you click the button you will see a modal window containing two options:

Choose Save as Draft if you aren’t quite done yet but you need to step away from your computer. Your survey will be visible in the Survey List on your return, allowing you to pick up where you left off.

Choose Save as Complete if you’re finished with the survey and you want to submit it for approval.

You can also optionally choose where to go next. If check Continue editing after save, you will stay on the survey form so you can make further changes. If leave the box unchecked, you will return to the survey list.

Survey Approval

When you save a survey using the Complete status, Cartographer sends an email to a Project Approver or Coordinator at your organisation asking them to approve it. Once they have done so, you will receive a confirmation email.

Your approver may spot anomalies on your survey form that mean they can’t approve it immediately. In this case they may contact you personally to request further information or changes. The officer may mark your survey marked as In Review in the survey list to help them remember that it requires attention.

Appearance on Maps

In most cases surveys appear on maps within your workspace as soon as you save them, regardless of whether they are draft, complete, or approved.

If your company or charity has a map on their public web site outside of Cartographer, surveys will only be displayed there once they are approved.

Approving Surveys (Survey Approvers Only)

If you are a survey admin, you will see a few more options in the Save modal:

Click Save as Approved to lock the survey and prevent further changes. Cartographer will send an email to the surveyor letting them know. If the survey belongs to an open dataset, Cartographer will also publish it as a new feature on any publicly visible maps (including maps embedded on your web site).

Click Save for Review if you need to follow up with the surveyor about some aspects before approving the survey. Cartographer won’t send any emails, but the survey will appear marked in red on the Survey List page.

You can optionally disable the emails using the Send notification emails checkbox at the bottom of the modal. This will become enabled and disabled depending on whether clicking Save normally sends an email.

See Survey Approval and QA for more information on how approval works.