Filter, sort and select surveys in Ecobot Manager

  • Updated

The Surveys page in Ecobot Manager lists your surveys. This article shows you how to narrow the list with the boxes and status filters at the top, put it in the order you need, and select several surveys to archive or check in at once. To search for a survey or see your teammates' surveys, see Access survey data.

See your surveys at a glance

The boxes at the top of the Surveys page count:

  • Active surveys, and how many are archived.
  • Checked out by you in Manager. Check them in when you're done, so your team can work on them.
  • Checked out elsewhere: by others, or by you in Ecobot Collector.
  • Sample points across all the surveys.

Select Checked out by you or Checked out elsewhere to show only those surveys. A filter appears above the list, with how many surveys match. To show them all again, select the × on the filter, or select Active surveys.

Filter by status

Under the boxes, each survey status shows how many surveys have it: Planning, Field Work, QA, In Review, Done and No status. Select one to show only the surveys with that status. To set a survey's status, see Survey status.

Sort the list

Choose an order from Sort by: Survey name, Date added, Points, Photos, Features or Status. To reverse the order, select the button next to it.

The top of the Surveys page in Ecobot Manager, with the status filters and the Sort by menu highlighted

Archive several surveys at once

  1. Check the box next to each survey.
  2. Select Archive in the bar above the list.

The Surveys page in Ecobot Manager with two surveys selected, and the Archive, Transfer and Merge buttons highlighted

Transfer and Merge work on one survey at a time, so select just one survey to use them. See Transfer and merge surveys. To bring an archived survey back, see Archive surveys.

Check in several surveys at once

Surveys checked out to you in Manager can't be selected in the full list. To check several in at once:

  1. Select the Checked out by you box.
  2. Check the box next to each survey you're done with.
  3. Select Check in in the bar above the list.

The Surveys page in Ecobot Manager filtered to surveys checked out by you, with the Checked out by you box and the Check in button highlighted

To clear your selection, select Clear at the right of the bar.