Fundamentals

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 [...]

Joining a Citizen Science Project

If you’re invited to a citizen science project in Coreo you’ll be provided with a unique alpha-numeric code, which will be in the following format AB – 123456. Note that we have [...]

Creating a form

In this guide you will learn how to add a very simple data collection form to a project. Forms can vary in size from a single question to those consisting of many hundreds of questions. In Coreo, [...]

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 [...]

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 [...]

Giving users access to existing projects

Giving users access to existing projects is simple. This can be done in one of several ways: It’s the second option above that we’ll look at here. Step 1. If you belong to more than one [...]

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 [...]

How to remove a member from your organisation and transfer the licence to a new user

If someone leaves your organisation, or no longer requires access to the system, it is possible to remove them. This also frees up a ‘seat’ which you can then assign to another user. [...]

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 [...]

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 [...]

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 Project in the Coreo App

If you have been invited to one or more Projects, or have one that you have created it’s easy to install them in the Coreo app. Coreo is what we would call a ‘shell app’. It [...]

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 [...]

Calculated fields

Calculated Fields allow you to generate responses based on inputs to other fields within a form. Calculated Field calculations are written in Javascript, which means you can add some fairly complex [...]

Creating an Account in Coreo

There are several ways that you might join Coreo. We’ve highlighted the key routes below, so follow the instructions for the one that reflects your situation. Route 1 – Signing up for a [...]

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 [...]