Clone a survey in Ecobot Manager

  • Updated

Cloning a survey in Ecobot Manager makes a copy with its sampling points, defaults and boundaries. It's a quick way to start a repeat visit to a site, or a new survey that shares most of its set-up with an old one. Anyone can clone a survey, and give the copy to themselves or a teammate. This article shows you how.

What's copied

  • Copied: the survey's sampling points, defaults and boundaries. You can also choose to copy its photos and maps.
  • Not copied: deliverables, APT runs, jobs and the status log.

If the survey is checked out on a phone in Ecobot Collector, changes that haven't synced yet aren't in the copy. To include them, sync the survey first. See How syncing works: check-in, checkout, and sync.

Clone a survey

  1. On the Surveys page, select the ⋮ menu on the survey's row.
  2. Select Clone survey.

A survey's menu on the Surveys page in Ecobot Manager, with Clone survey highlighted

  1. In Survey name, type a name for the copy. It starts with the original's name.
  2. Under Give the copy to, choose who owns the copy: you, or anyone in your organization. Type a name in the list to find someone quickly.
  3. Under Also include, leave Photos and Maps checked to copy them, or uncheck what you don't want. The number next to each is how many the survey has.
  4. Select Clone.

The Clone survey window in Ecobot Manager, with Survey name, Give the copy to, and the Photos and Maps options highlighted

The Give the copy to list in the Clone survey window in Ecobot Manager, showing the people in the organization

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