Editing Records in Coreo: The App

If you want to make corrections to your data using the Coreo App you can do so both on and offline.

To start editing your records:

• Tap the record you want to edit, in this case it is a UKHab Survey record.
• Once selected tap the blue ‘Open Record’ button in the pop-up window.

• Then tap the ‘Edit’ text in the upper right hand corner of the record window to begin editing.

You’ll now see an editable summary view of your record. You also have the option of editing the record by re-entering the original form you used to create the record, and we’ll look at that in a later section.

Editing your record in Summary mode

The summary view of your record presents your data as a series of data entry fields all on the same page. This is a convenient and quick way to make minor changes to your record.

Editing the geometry

•  Tap the ‘Edit Geometry’ button in the bottom right of the record map.

You will now see your geometry presented in edit mode. All of the appropriate geometry tools, including snap and overlap are available.

• Adjust your geometry, as required.

If you wish to revert your changes at any point:

• Tap the white ‘Cancel’ button  at the bottom of your screen.

• Once you have completed your changes tap the blue ‘Confirm’ button at the bottom of your screen.

Your changes are now visible in the main record details screen.

Editing other fields

Below the record map you will also see all the fields associated with your survey form. To make changes:

• Tap the field you wish to change.

Depending on the field type you will see different options. In this example we are editing a searchable list. To change the answer we can simply select another option from the list.

Once you have made your changes you can either Save them locally (if in the field with limited signal, for example) or use the Save and Sync option to fully update the record in Coreo.

If you want to exit without saving your changes:

• Tap the red ‘Cancel’ text  in the upper right corner of the page.

Note: Using cancel will undo all changes made to the record including any changes to geometry.

Editing your record in Form mode

Using the ‘Form’ link in the upper left hand corner of the edit page will drop you back into the original form used to create the record. This allows you to work back through the record creation process from start to finish, making any corrections as you go.

For more ways to edit your records check out our User Guides on the Coreo Admin Area and the UKHab and BNG Platform respectively.