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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 [...]
Adding Webhooks to your project
Webhooks are automated messages sent from one system to another when a specific event happens. They let different apps or services talk to each other in real time — instantly notifying your system [...]
Adding API keys to your project
An API key is a unique string of characters used to identify and authenticate an application when it connects to another service’s API (Application Programming Interface). Coreo provides project [...]
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 [...]
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. [...]
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, [...]
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 [...]
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. [...]
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 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 [...]
Coreo GraphQL API – Overview
More information about GraphQL can be found at https://graphql.org/. Coreo’s graphql API is accessible at https://api.coreo.io/graphql. If you visit the API in the browser you will also [...]
Coreo GraphQL API – Queries
Coreo’s GraphQL API only currently supports 2 types of operation: queries and mutations. Queries operate like GET requests in a REST API, while mutations are equivalent to POST/PATCH/DELETE [...]
Coreo GraphQL API – Filtering Queries
Most Coreo GraphQL objects are filterable with a where argument. This where argument is a JSON object that specifies the conditions that should be met for the object to be [...]
The UKHab Survey App #1 – Completing a pre-survey
In this help document we look at the UKHab pre-survey within the Coreo app, what it’s for and how to complete it. Note that this help document is for the UKHab Survey App v3.0 (Statutory [...]
The UKHab Survey App #2 – Completing a full survey
In this guide we’re going to look at completing a full UKHab Survey in the app. This article is based on using the UKHab Survey v3.0 (Statutory Metric) edition. Instructions You’ll now be [...]
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 [...]
Creating an offline map in the Coreo app
If you need to work with maps offline, or just want the reassurance that you won’t get caught out with no signal, then the Offline Maps feature is simple to use – just remember to set it [...]
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 [...]