Form Screen
Overview
Last Updated: February 2, 2026Introduction The survey Screen provides an integrated environment for efficient survey management. It enables role organization and task assignment to users through maps or lists, making it easier to monitor task execution. It also supports tracking field researchers, reviewing the data transfer log, and configuring survey settings, including tracking and geolocation mechanisms, which enhance data...
Display the survey Main Screen
Last Updated: February 2, 2026Display the basic information of a specific survey.
Create a New Workgroup
Last Updated: February 2, 2026Define the workgroup required to manage the survey according to specific permissions. The “Groups and Users” screen allows you to set up the team members responsible for managing and carrying out the surveys. To add a workgroup, follow these steps: – «Settings»– «Main Screen»– «Groups and Users»– «Task Assignment»– «Data Transfer Log»– «Tracking»– «Progress»– «Survey...
Add Users to the Survey Job Group
Last Updated: February 2, 2026Add the users who will be assigned tasks in the survey. The “Roles and Users” screen allows you to set up the team members who will carry out the tasks of monitoring and filling in the survey in the field. Users can be added and assigned roles through one of the following methods: Method 1:...
Assign Tasks Using Maps
Last Updated: February 2, 2026Assign tasks to users to enable them to monitor surveys using maps. Through “Task Assignment” you can define the user responsible for monitoring each survey using the map, by assigning the areas that each researcher is accountable for. This helps facilitate and organize the data collection process. To select an area and assign a user...
Assigning Tasks Using the List
Last Updated: February 2, 2026Assign tasks to users, enabling them to follow up on surveys through the list. Through “Task Assignment”, you can define the user responsible for monitoring each survey using the list, by assigning the areas that each researcher is accountable for. This helps facilitate and organize the data collection process.To select an area and assign a...
Assigning Units to Users
Last Updated: February 2, 2026Assign specific units to users, enabling them to follow up on the survey. Through “Assign Tasks“ you can define the user responsible for monitoring each survey using the map by assigning the areas that each researcher is accountable for. This helps facilitate and organize the data collection process.To select specific units and assign a user...
Viewing the Data Transfer Log
Last Updated: February 2, 2026View the researchers› data transfer log and synchronize it. The system enables you to view the researchers’ data transfer log, their synchronization status, and the version they are working on in the field. This information is useful for tracking the success of their data transfer and upload when they connect to the internet. To view...
Configuring Data Sync Log Table Columns
Last Updated: February 2, 2026Control which columns are displayed in the «Data Sync Log» table. Select the columns to be displayed in the “Data Transfer Log” table by following these steps:
Tracking
Last Updated: February 2, 2026Track researchers during their movements in the field. The tracking screen enables you to monitor researchers’ movements in the field by drawing their routes between recorded points on the map, based on captured coordinates within a defined time frame. The intervals between tracking points (in seconds) are configured in the tracking settings.To do this, follow...
Field Researchers’ Progress
Last Updated: February 2, 2026View the progress and completed work of researchers in the field. The system enables the user to monitor the tasks assigned to researchers, evaluate their level of progress, and ensure that the required work is carried out efficiently.To do this, follow these steps:
Table Column Settings for the Progress Report
Last Updated: February 3, 2026Control the columns to be displayed in the «Progress» table. Select the columns to be displayed in the “Progress” table by following these steps:
Configure Survey Settings
Last Updated: February 3, 2026Configure the survey settings for Field Management. The Settings screen allows you to configure the following options: First: Survey Map This option allows you to configure the survey map settings by selecting layers, as well as the assignment and survey levels. To do this, follow these steps: – Show Field Name– Visible– “Fill Color”: Specify...
Configure Survey Settings
Last Updated: February 3, 2026Configure the survey settings for Field Management. The Settings screen allows you to configure the following options: First: Survey Map This option allows you to configure the survey map settings by selecting layers, as well as the assignment and survey levels. To do this, follow these steps: – Show Field Name– Visible– “Fill Color”: Specify...
Add a New Version of Geographic Layers
Last Updated: February 4, 2026Create an updated version of the geographic layers used by the team. To complete this task, follow the steps below: Step 1: Add a Version Step 2: Add Layers To add new geographic layers to the version created in the previous step, follow these steps: – Click “Save” at the bottom of the side window.–...
