Nick Slatton
Post-Intervention: An Overview
Coreo’s post-intervention tool enables you to easily and effectively create multiple scenario plans from the baseline data you’ve collected in the field. Once plans are finalised this data can be [...]
Post-Intervention: Creating a Plan
In this section, we’ll walk through how to create a post-intervention plan and the requirements needed for accurate BNG calculations. Creating a New Plan To create a new plan: You can create [...]
Post-Intervention: Adding Geometry to a Plan
There are several ways to create or add geometry to your post-intervention plan. Drawing New Geometry You can draw new features directly onto the map using the built-in drawing tools. To draw [...]
Post-Intervention: Uploading a Site Plan
You can upload a proposed site plan image to use as a visual reference when creating your post-intervention plan. Uploading a GeoTIFF Image If you have a geo-referenced site plan, you can upload it [...]
Post-Intervention: Assigning Habitat Information to a Feature
You can assign habitat information and attributes to individual features or update multiple features at once. Selecting a Feature To view and edit feature information: Or: The feature list panel will [...]
Post-Intervention: Baseline to Plan Comparison & Live Metric Unit Calculations
The Coreo post-intervention tool automatically calculates BNG units based on the habitat information assigned to each feature. Automatic Feature Comparison Coreo compares planned features directly [...]
Post-Intervention: Working with Watercourses
Watercourse assessments are done externally with a river condition assessment, and Coreo does not currently record watercourse condition assessments within the baseline workflow. As a result, [...]
Post-Intervention: Saving a Plan
To ensure changes to your plan are retained you will need to regularly save your plan. An autosave feature is on its way in phase 2 of the post intervention tool. To save your plan: Click the green [...]
Post-Intervention: The Feature List
The feature list allows you to view and manage all features in your plan. To view the full feature list: Or: The feature list displays all features in your plan, organised by geometry type. Once a [...]
Post-Intervention: Exporting your Scenarios
Once your plan is complete, you can export it to the statutory BNG metric or for use in external tools. Exporting to the BNG Metric To export your plan: Choose either: The export will populate the [...]
Post Intervention: Map Layer Visualisations
There are several ways to visualise your post intervention plan in Coreo whether to help make on the fly adjustments or to produce helpful maps for clients. Note: Map styling applies across both your [...]
Post-Intervention: Geometry tips and Tricks
There are several time saving tools and techniques available in the post intervention tool which make working with complex geometries easier. Cutout & Keep To begin with, use a larger shape. [...]
Post-Intervention – What’s Next?
The current post-intervention tool is phase 1 of what will be a growing tool set for post-intervention work. Now that the foundation of the tool is in place we’ll begin to add more features to it [...]
Collaborate with other Coreo users
If you are working on projects with other organisations, or you use subcontractors, you can collaborate seamlessly with them using Coreo. A few points to bare in mind: To add someone to your [...]
Archiving Projects
It is likely that you will create projects that you wish to remove from your homepage, to facilitate this we have the archive feature. This essentially allows you to ‘soft delete’ your [...]
UKHab & BNG: Adding Baseline Records in the Admin Area
Best practice for adding baseline records to a UKHab/BNG project is to do so using the app whilst out in the field. However there are scenarios where you may need to add records when desk based. You [...]
Adding Records in the Coreo Admin Area
Whilst the main way of adding data to Coreo is via the app, there may be scenarios where you need to add records to your project from your desk. In Coreo you can add records in the admin area if [...]
UKHab & BNG – Copying Quadrats
Adding Quadrats to your UKHab records can sometimes be quite time consuming, especially when the species compositions of those quadrats are quite similar. Thankfully through record duplication you [...]
UKHab & BNG: Project Setup
In this document we’ll walk through the different options available in the Coreo project settings. This will be a general overview of the different project settings, more detailed documents [...]
Collections – Data Driven Styling
Visualising data can be tricky but with data driven styling you can easily differentiate between your records according to the type of data used. Adding data driven styling to your project is simple. [...]
The UKHab & BNG Platform: Project Sharing
There may be scenarios where you want to share one of your projects with external stakeholders or contractors, allowing them to safely look through the data you’ve collected without any risk of [...]
Setting Up Two-Factor Authentication in Coreo
Two-Factor Authentication, or 2FA for short, is an effective way to ensure that your data and account stay safe and secure. Enabling this option is recommended and it’s straightforward to set [...]
Editing Records in Coreo: The App
If you want to continue working on a record that you’ve saved or submitted you can do so both on and offline using the Coreo App. Note that you can only edit records that you created. The two [...]
The UKHab Survey – Recording Individual Trees
In this document we explain how to record individual trees within the UKHab survey app. As a general note, the correct way to record trees in UKHab surveys is to use the primary code of the habitat [...]
Editing Records in Coreo: The Admin Area
In this User Guide we’ll explore how to edit records using the Coreo Admin Area. To begin making edits: You should now be on the record detail page. Editing a record’s geometry To edit [...]
Organising your Projects in the Coreo Admin Area
As you use Coreo it is likely that you will create many surveys. Without proper organisation navigating these projects can become tricky. Thankfully, we have several options for keeping your projects [...]
UKHab & BNG #2: Working with baseline data using the map
In this user guide we’ll look at how to navigate the map in the baseline tab and how to make use of all the included features. We’ll assume you’ve already completed your pre-survey and [...]
UKHab & BNG #4: Working with baseline data – the Record Details page
In this user guide we’ll take a look at the record Details section, its layout and how to edit/add additional info to it. The record details page provides an in depth look at each of your habitat [...]
Sending a Debug File from Coreo
As with any app it’s possible that you might experience an issue with Coreo at some point. If this relates to syncing records the system is designed to make sure that no data is lost. This [...]
UKHab & BNG: Map Export
Coreo provides you with the option to export a fully realised map of your baseline with minimal effort. Whilst the map export does much of the work for you, the tool comes with several options and [...]
UKHab & BNG #6: Working with baseline data – Exporting Data
Depending on how you wish to use your UKHab survey data and which programs you wish to utilise further down the line, you’ll potentially want to export your data in several different ways. [...]
UKHab & BNG #1: Setting up a Project
This is the first document in a series looking at how to use the UKHab & BNG Platform. In this document we’ll be taking you through how to set up a new UKHab project. If you prefer, we also [...]
UKHab & BNG #3: Working with baseline data using the records table
In this user guide, we’ll take a look at how to navigate the records table and its features when working with baseline data. The records table contains a list of all of your records in tabular [...]
Deleting Records in Coreo
There may be circumstances where you need to delete records you have added to a Coreo project. You can do so in both the Admin Area and the Coreo App. For UKHab records, the UKHab Portal can also be [...]
Saving a record as a draft
There will often be scenarios where you need to exit a record before you have finished recording your data. Rather than skipping through questions and saving the incomplete record you can save that [...]
UKHab & BNG #5: Working with baseline data – Editing Records
In this user guide we’ll walk through how to tidy up your UKHab Survey data ready for use. Editing Record Geometry To begin editing a record you must first select it. You can do so by: With your [...]
Using the Coreo Geometry Features and Tools
In this document we’ll cover the different geometry tools available to support data collection in the Coreo app, and look at how to use them. Note The tools you will see in your project depend on [...]
Adding a Boundary to a Project in Coreo
Adding a boundary to your project is something you might want to do for several reasons: Adding a boundary to your project in Coreo is a straightforward process. You can upload your project boundary [...]
Exporting Data: Combined Exports
In this guide you will learn how to combine forms when exporting your data. More often than not you will be working in projects that have associated parent and child forms. These associations are [...]
Creating and managing Coreo Groups
If you have a large team organising who is working on what project is key. Coreo allows you to set up pre-existing groups and set their default permissions. This means you can quickly assign larger [...]
UKHab and BNG: Record Status Settings
As part of the UKHab survey you are able to give your baseline records a status. This is a feature useful for categorising your data and ensuring that your records are kept accurate. You are also [...]