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Creating Collection Events

Create collection events to organize when and how data will be collected at your sampling points.

What are Collection Events?​

Collection events group sampling points together for a specific time period or field session. They help organize field work and track collection progress.

Creating a Collection Event​

  1. Navigate to your project's Collection Events section
  2. Click "Create Collection Event"
  3. Fill in the event details:

Event Details​

  • Event Name: Descriptive name (e.g., "Spring 2024 Survey")
  • Date Range: Start and end dates for collection
  • Description: Optional notes about the event

Selecting Points​

  • From Strategy: Select points from your sampling strategy
  • Filter Options:
    • By habitat type
    • By geographic area
    • By assignment status
  • Manual Selection: Click points on the map to include

Event Configuration​

  • Survey Forms: Select which forms will be used
  • Required Fields: Specify mandatory data fields
  • Collection Guidelines: Add instructions for field staff

Managing Collection Events​

Viewing Events​

  • List View: See all events with status and progress
  • Map View: Visualize event points on the map
  • Calendar View: See events by date

Editing Events​

  • Modify event details
  • Add or remove points
  • Update date ranges
  • Change survey forms

Event Status​

Events can have different statuses:

  • Draft: Being prepared
  • Active: Ready for data collection
  • In Progress: Data collection underway
  • Completed: All points collected
  • Closed: Event finalized

Next Steps​

After creating collection events, bundle them into assignments to assign them to field staff.