Creating a Template in NRDS Web Application

Objective

This SOP outlines the steps to create a template in the NRDS web application, detailing settings and configurations for effective form management.

Key Steps

Step 1: Access the Template Section 0:26

Navigate to the 'Templates' section in the NRDS web application.
Click on 'Add Template' to begin the creation process.

Step 2: Choose Template Creation Method 0:35

You can create a template in two ways:
- Upload a Spreadsheet or Shape File
- Create Manually (this SOP will focus on manual creation).

Step 3: Select an Existing Template (Optional) 0:45

If you wish to modify an existing template, select one that you have already created.

Step 4: Configure Template Settings 1:02

Deactivate Template: Click 'Deactivated' to hide the template from the sidebar without deleting it.
Default Autosave: Enable autosave to automatically save entries after a few seconds or entries.

Step 5: Add Tags to Records 2:06

Turn on tags to categorize records.
After saving a new record, you will have the option to add tags.

Step 6: Show Additional Information 3:09

Enable options to show:
- Date Added
- Added By
- QAQC settings for quality control.

Step 7: Set Visibility Options 3:17

Use Only for This Web App: Hides the template from the web application.
Mobile Embed Only: Makes the template available for selection in other surveys but not visible in the main list.

Step 8: Configure User Group Permissions 4:22

Set the template to private to manage permissions for different user groups:
- Define what actions each group can perform (e.g., create, edit, delete surveys).

Step 9: Share Template with Teams 5:25

If the template is not private, you can share it with other teams.
Decide whether to share the template only or both the template and its data.

Step 10: Embed Images and External Links 6:02

Upload images to embed in questions for offline access.
Use external links to make forms public.

Step 11: Set Email Notifications 6:25

Configure email notifications to receive alerts whenever a form is submitted.

Step 12: Configure Map Settings 6:39

Set default area and layer for the web map associated with the survey.

Step 13: Adjust Fetch Settings 7:03

Set mobile and web app fetch limits to control the volume of data fetched.

Step 14: Utilize Quick Collect Feature 8:01

Create shortcuts on the mobile application for easier data collection.

Cautionary Notes

Ensure that the template settings align with your organization's data sharing policies.
Be cautious when setting permissions to avoid unauthorized access to sensitive data.

Tips for Efficiency

Regularly review and update templates to ensure they meet current needs.
Utilize tags effectively to streamline data retrieval and organization.

Create your own "surveys" or forms using templates and surveys

Templates are where you set up your questions
Surveys are the answers to those questions

Question types

Question Type	Description	Example
Date	YYYY-MM-DD	2023-01-25
Time	HH:mm:ss	08:30:00
Date-time	YYYY-MM-DD HH:mm:ss	2023-01-25 08:30:00
Text	A word or sentence	Field work
Text Area	A paragraph +	Today we walked the entire B5 fence line....
Select	1 choice from a list	Potato, corn, squash...
Multi-select	Multiple choices from a list	Potato, corn, squash...
Checkbox	Check or uncheck	Checked = YES
Decimal	00.00	10.50
Integer	0000	25
Photos	Insert photos	From gallery or device cam
Documents	Insert files	Word doc, excel, etc.
Email (ask respondent...)	Survey receipt sent to email	Email address
Geometry	location (lat, long)	Click map, current location
Range	Add a high and low value	1-100
Taxonomy select	1 taxa from a list	Cat, rat, mongoose...
Drawing	Draw an image	signature
Taxonomy multi-select	Multiple taxa from a list	Cat, rat, mongoose...

*Click question type hyperlink to see tutorial*

Set Default Values

For each question you can set a default value, for example default the date time to "now"

Creating Sections (subforms)

Sections are a great way to group a series of question

Sections can be singular or repeated

Repeated sections can be limited to a certain number

To create a section

Click add section
Add questions to the section
Enter a limit to the number of questions

On the form It will look like this and you can add multiple subforms for areas worked

On the we

On Mobile

Embedded Surveys - Embed One survey in another

You can set the question to select from another template's surveys

Use the current location (point geometry) as a question

Question type = geometry
Content Type = points feature
Default value = current

Connect spatial Data

Select points, lines, or polygons as the question source

Calculated Fields

You can do math within a survey.

Add some decimal or integer number fields
Add a decimal or integer number field that is a calcualted field
Add the calculation

Here is a video example

Deep- linking - opening up a survey from a url

How to get a link to a form and open in in mobile

Navigate to the survey page on the web site
Select copy link
1. Add is to add a new record
2. List goes to the list view
Copy the link and send it via text or email
Clicking on the link woll route the user to the web site or mobile app
The form opens in the app

Private Surveys

A private survey is a survey that can only be seen by assigned users.

Private surveys can be enabled by editing a template and clicking on the "Private Survey" Tab

There are 3 types of users that can access a private survey

The owner - has full control over the survey can see all data collected
Editors - assigned by the can see all data collected by the survey
Respondants - can only see their own data that they collect

For example. Sam is owner of the Time Sheet Survey. He assigns Tom and Kaui as respondants. Tom can only see Tom's entered surveys, Kaui can only see Kaui's entered surveys. Sam can see both Tom and Kaui's entered surveys.

Now Sam assigns Kaui as an editor. Now Kaui can see Tom and Sam's sheets. Tom can only see his own becasuse he is still a respondant.