9.2 Create A Job – From A Published Survey Template Header

From the ‘Manage Surveys/ <Survey Name>’ screen click three dots to the right of the survey template header to reveal the following options.

  • Edit
  • Delete
  • Duplicate
  • Create a job
  • Unpublish

 

Click Create a job. The ADD NEW JOB sidebar opens. Click the x button to close the sidebar If needed.

 

Enter the following details:

  • Asset Name (start typing and a suggested match will be made, or click in the field and a drop-down list will appear, you can scroll up and down the list).
  • Survey Name (start typing and a suggested match will be made, or click in the field and a drop-down list will appear, you can scroll up and down the list).
  • Surveyor Name (start typing and a suggested match will be made, or click in the field and a drop-down list will appear, you can scroll up and down the list).
  • Job Date (Click in the field, a calendar opens, select a calendar date, click ok)

 

Click ‘Add Job’. The job will be added and the ADD NEW JOB sidebar will automatically close.

 

Alternative Create Job Method: From the ‘Jobs’ screen, click ‘Create Job’. Then follow the instructions above.