Creating a Survey Plan

Survey plans make field execution repeatable. Teams should avoid ad hoc survey setup when long-term comparability matters.

Start and scope the plan

1. Open Surveys then Plans.
2. Select Create plan.
3. Choose project, site, and protocol.

Configure geometry and filters

1. Add or select plan geometry.
2. Configure taxa and parameter filters.
3. Save with clear naming convention.

Plan governance

• One plan per stable protocol and site pattern
• Explicit version updates when method changes
• Keep deprecated plans archived, not deleted

Related pages

• Creating a survey
• Survey: benthic transect