Surveys can be created in Ecobot Manager or Ecobot Collector. Use Set Defaults to change Survey name or set top of form data on future points.

Ecobot Manager: Set up surveys for you or your teammates ahead of time then get started faster in the field.

Create a Survey for Yourself in Ecobot Manager

Just as on mobile, only the Regional Form and Survey / Site are required to get started. However, you can save time by filling in fields once at the survey level, and seeing them populate automatically with every new sampling point you create. You can always edit at the sampling-point level (e.g. if a different Investigator collects two points, you only need to edit that field on those two points) or you can bulk edit fields across multiple sampling points at once.

Create a Survey for a Teammate in Ecobot Manager

1. Access Teammate's Survey list by choosing their name in the upper right, then hit "View"

2. Once on their page, click "Add Survey" and follow the remaining instructions above to add a Survey for them. Surveys created for other users will be available for them in Collector and Manager and for other users in Manager only.

Set survey defaults:

You can set survey defaults on the web dashboard, so that any new data form within your survey will contain your preferred top-of-form information. 

1. With your survey open, navigate to the "Survey Information" box at the right of your screen. There, you can see what you've already input. Click "Set Defaults". 
   
2. As previewed on the previous page, the defaults screen is automatically populated with the data you input when you initially created your survey. You can leave or modify that information, and then click "Set Defaults." Now, any new point you create within that survey, either on the web dashboard or the mobile app, will contain these defaults.

If you set defaults after creating a survey, the defaults will only automatically show up for new points.

You can update previously created points individually or using the bulk editing feature. On the bulk editing screen, you can enter your modifications, and then set your defaults from there (bottom right of the page), so that all future points will contain that same information.

 

• Enter important data once at the survey level. Your data at the top of the form populates in every sampling point.

 

Ecobot Collector: Create a survey in Collector from the field

	From your Wetland Surveys list, tap the "+ Add Survey" button in the bottom right corner to start a new survey.
	Complete the required fields: Select Type Select your Regional Form. Assign a Survey Name (this can be changed at any time). A free-form field to support any naming convention.

Additional Fields

What you fill in will be carried over to each individual sampling point that you create. You can edit and fill in any blank fields after the fact, either individually or across multiple forms using the bulk editor.

• Internal Survey ID will not be passed to the USACE form. Use this for internal purposes: survey management, accounting, etc.

• Investigator(s) is a free-form field.

• Applicant/Owner is a free-form field. This can later be edited survey-wide from within any data point, or customized for each individual sampling point.

• City/County is a free-form field.

• Section, Township, Range is a free-form field.

• State: Choose from the drop-down menu.

• Subregion (LRR or MLRA): Choose from the drop-down menu.

If necessary, verify your subregion using the high-resolution LRR / MLRA Map

• Map: Define Survey Area: Download your base map while connected to cellular data or wifi, enabling you to create your wetland boundary in the field.

You must be connected to cellular data or wifi to download a base map! We strongly recommend doing this in the office/home/hotel before going out in the field.

• Save when complete

• Choose your newly created survey from the list. If this is your first survey, you will only see one.

Note: Do not use emojis in Ecobot