Creating a Survey

Each survey should be traceable to a site, method, and execution window.

Create from plan

1. Open Surveys and click Create survey.
2. Select From plan (recommended).
3. Confirm site, date, and protocol.

Configure method details

1. Review protocol-specific method settings.
2. Confirm participant assignment.
3. Save and open the survey workspace.

Review and submit

1. Validate required fields.
2. Complete survey creation.
3. Start data entry.

Related pages

• Survey: fish transect
• Survey: benthic transect