Survey templates

Why make templates?

Sometimes you'll be making survey forms for a set of similar, but different surveys. So it's useful to first make a template with the overall structure, but then create specific survey forms from the template for different species lists.

Some examples of templates you might make:

• A point count (https://en.wikipedia.org/wiki/Avian_ecology_field_methods#Point_counts_and_area_searches) template... that you copy for use with birds, and another copy that you use with insects

• A transect template, that you copy to use with different species lists.

How to create a template

In the 'Surveys' menu click on 'Add new survey form'

When you're creating the survey form make sure you tick the 'Template' checkbox

How to create a survey form from a template

In the 'Surveys' menu click on 'Survey form templates'

Then you'll see the list of template:

Click on 'create a form using this template'

This will take you to this page where you can enter a new title and description for the new survey form

Click on 'Copy the template' and you've successfully made a survey form from a template.