Survey Project Details Page

Navigation: Using Manager > Working with Trekker Survey Projects >

While users can view the Building Inventory forms and Proposed Districts for all projects for which they are a team member from the Home (Overview) page, they can open a Survey Project which provides additional functionality within the project details page. To open a survey project, from the Projects tab, click the View button within the grid for the project to be opened. The Survey Project details page is displayed as shown below.

The Survey project details page shows the attributes for the survey in the left panel, as well as both an Inventory Forms tab and Proposed districts tab similar to the Overview page. However, within the Survey Project details page the grids on these tabs only show those Inventory Forms and Proposed Districts that were collected for the selected project (rather than for all projects for which the user is a team member).

Project Details Panel

The left panel displays the general data associated with the Trekker Survey Project (data that was entered when the Trekker Survey Proposal was submitted). A Project Status Summary is displayed at the bottom of the panel showing the status' of all data collected for the project thus far (both Inventory Forms and Proposed Districts).

The panel also contains two buttons that allow the user to perform the following operations within the project:

•Manage Team Members - Allows the user to add/remove members from the project team

•Export Data - Allows the user to export Inventory Forms or Proposed Districts to an Esri File Geodatabase

Inventory Form Tab

The Inventory Form tab within the Survey details page shows show those inventory forms that were collected within the selected project. The View button within the grid displays the details page for the selected inventory form.

The table below provides a summary of the buttons available on this tab.

Control	Description
Lasso Select	Allows the user to trace a polygon on the map display and select those inventory forms whose location falls within the defined polygon boundary. The selected points are highlighted on the map as well as their corresponding records in the grid.
Toggle Submitted	This toggles the rows in the grid between showing Inventory Forms at ALL statuses (including Submitted), and only those Inventory forms with a status other than “Submitted”
Create New Building	This button launches a dialog allowing the user to create a new building inventory form
Delete	Deletes the selected (checked) inventory form records
Submit to SHPO	Submits the selected (checked) inventory form records to SHPO (changes the status to “Submitted”)
Un-submit from SHPO	Un-submits the selected (checked) inventory form records to SHPO by changing the status back to “Completed”. Note: Records that SHPO has loaded in Reviewer (Status = “Loaded”) cannot be unsubmitted.
Mark as Incomplete	Marks the selected inventory forms with a status of “Incomplete”
Search Bar	Filters the grid to only those inventory forms that contain the text entered in any field
Export	Exports the selected (checked) inventory form records in one of three formats: Annotated Building list, Inventory Form Report (PDF), Excel (CSV)

Proposed Districts Tab

The grid within this tab displays a list of all Proposed Districts that were collected within the selected project. The View button within the grid displays the details page for the selected proposed district. The table below provides an overview for the user interface and controls available within the Proposed Districts tab.

Control	Description
New District	Creates a New Proposed District within the Survey Project
Delete	Deletes the selected (checked) proposed district records
Submit for Approval	Submits the selected (checked) Proposed District records to SHPO for Approval (changing the status to “Submitted”)
Un-submit District	Un-submits the selected (checked) Proposed District records from SHPO (changing the status to “Completed”). Note: Districts that SHPO has Approved cannot be unsubmitted.
Export	Exports the selected (checked) proposed districts to a district report

Resizing Panels with the “Splitter”

It should be noted that a “splitter” (dividing line) is present vertically between the left and right sides of the page, as well as horizontally between the map display and the photos/attachments panel. The splitters can be used to resize (by dragging the line icon) the panels to maximize the view of a section and can be collapsed entirely to hide a section by clicking the small triangle icon within the splitter.