Coreo Update: Combined Records View FAQ

The newly released combined records view is a big change and we’re sure you have many questions. To that end we’ve put together an FAQ to cover some of the key areas you may might want help with. You can also check out our new user guide covering how to use the new records view, here.

If you still need assistance then don’t hesitate to get in touch with us via our helpdesk.

I have a UKHab project. Where has my baseline and presurvey and species feature notes gone in the navigation bar? I can’t find my maps or records.

All records are now viewed from one place. The records page, to open it:

• Click ‘Records’ in the blue sidepanel.

How can I choose which forms I want to view?

• As default all your forms will be turned on. 
• To show and hide which forms you want to see click the “Form selection button” top left and switch them on and off. 
• Forms with the corner icon next to them are child forms held within the main parent form (eg Quadrat inside The UKHab Survey, or Species inside a Site Survey).

• Forms are organised in the order you have them in the form builder, which you can access as a project admin. UKHab forms will always be at the top. 
• Forms can be grouped together in the form builder (UKhab is automatically grouped). We recommend using this functionality for clarity in the form selector. If you are an admin go to the “Forms” section and click “Create Group”

How can I view my records on the map?

• Geometry from any forms that are switched on will show on the map.
• The pre-survey map will always be shown underneath the baseline (currently called UKHab survey) map.

My records all look the same. They are all red. How can I differentiate between them.

You can already edit how you records look on the map in the Maps & Boundaries section. Click on the Forms tab and edit a form map layer. You can change the colour and opacity of both point/line/polygon as well as their borders. Learn more about editing geometry styling here.

If you have a Pro plan you can also set up Data driven styling that included labelling you geometry based on the data records, or choosing colours and or custom icons to represent the data that has been recorded. You can find out more about data driven styling here.

How can I view my records data?

• Data from any form that is switched on will show in the bottom data table.
• As each form has different data sets, the individual records tables for each form are accessed via tabs at the top of the record table.
• The first tab is a table containing all records from all forms.
• The tabs are ordered in the same order as the forms are ordered. Parent and child forms are always kept together, however you can view a child forms data table on its own without a parent (e.g. you can look at your quadrat table, or your species independently from your baseline).

How can choose what I view in the data table

• You can now choose what you want to see in the records table and also resize and re-order the columns.
• Click the column edit button to open the column settings

• Switch columns on and off using the check marks
• Re-order columns by clicking the drag handle next to the column name and dragging up or down.

• Each form question type has a default column width. If this is not right for you grab the little line between column names and drag to change the column width to something that suits your data.

When I click on geometry on the map why doesn’t it scroll to the record on the table anymore?

As the data table is now paginated, we can no longer scroll to the record in the table. That record may be on a different page to the one you are currently on. 

To have a quick view of what you are looking at on the map with have introduced the new “Record info” side bar panel. (see below)

How can I know what geometry record I’m looking at?

• Based on feedback from our users we have removed the popup when you hover over a geometry feature on the map (that currently appears on the baseline).
• Instead more comprehensive record information can be found within the “Record info” sidebar panel. You can choose whether to see this or not. Click this button in the top tool bar to access it.

• Hover over a record on the map or the table view to see that records details
• Click on the record on the map or in the table to keep the information visible until you de-select or click on another feature.

How do I view my full record detail

Double click on a geometry on the map or click on the “i” icon on the record to open the record details

• Parent forms and child forms are now combined into one, so you can see all relevant information together. To see children information click on the child in the parents data list, or access them independently in their own tab along the top of the records details.

• Opening on a child record on the map or table will take you straight to the child forms tab
• UKHab records still have their custom records details including condition assessments, and a redesigned quadrat/linear section and species tabs.

• UKHab baseline also now includes a new “All species tab” showing all species record on site, in both quadrats/linear sections and the other (renamed general) species list

Why is “Overlaps & gaps” not working?

• The Overlaps & gaps functionality will only work on one form at a time.
• The Overlaps & gaps functionality will only work for forms that have area (polygon) geometry. If your form has only points, lines or no geometry it will not be shown for selection in the list.
• If you do not have a site boundary added in “Maps & boundaries” you will not be able to use the “Gaps” functionality.

How do I select multiple records

• As you can now select multiple records for multiple different forms we have introduced the multi select bar. This shows the records you have selected and any action you can do on them. It is dynamic depending on which record you have selected.

• If you have only selected baseline records you can update strategic significance in bulk.
• If you have only selected pre-survey records you can update L2 habitat in bulk.
• To select multiple record form the map hold ctrl (PC) / cmd (Mac) and click on the individual geometry one by one
• To select all geometry in an area hold the shift key and drag over the map. Anything you drag over will be selected
• To select records from the table click anywhere on the list item. Hold map hold ctrl (PC) / cmd (Mac) to select multiple
• To select all records on the current table page click the check box at the bottom. Click again to de-select all on page.
• Selections are remembered between pages, so to select more records on another page, navigate to that page and carry on selecting. Total records selected on each form will be shown at the bottom of the table.

Click to see more about multi select

Note: If you have under 100 records and want to select all records in a form, switch the pagination to 100 and select all at the bottom of the table view. If you have over 100 records you will have to select 100 at a time and then move between pages. This is a technical limitation of paginated tables to stop the system from crashing if too many records are selected at once. We would welcome feedback on this, when and why you would want to select multiple records and whether the current functionality is limiting your current workflow. Please let Eli know your thoughts on this.

I can’t see the form I want to export in the export list

• To export a form you will have to have it turned on in the form selector. 
• As Coreo is now treating parent and children as one survey, you export the whole data set together. To export a child form you will need to turn on its parent form.
• Select the parent form in the export to export all data associated with that parent including children, and grandchildren
• You can also export a group of forms in one go
• If your project is UKHab the Export Metric Workbook and Condition assessments will always be visible.

I can’t see the map I want to save out in the map export.

• The map export mirrors whatever you can currently see on the map. If you would like to export a map, make sure its form is turned on in the Form selector.

Can I export everything that I am currently viewing?

• Yes you can. If you have spent time customising the data you want to see in the form selector, filters and column view and ordering you can choose to “Export current view” to export everything you have setup
• You can also choose what format you want to export in including with or without media.

I’ve set up my forms and filters and columns how I like them. Can I save this to access next time I use Coreo?

• This functionality is coming very soon. You will be able to save multiple selected form, filter and column settings to quickly re-view and export.

Note: We would love to understand a bit more about how you would use this functionality and the sort of setups you would save and why. Let Eli know if you have any thoughts on this.