The following article outlines the steps that a user should take in order to create a Walk In survey job within a Survey project in MapAll.
1. Open a Survey Project
Start by opening the Survey project in which you want to create the Walk In Survey.
- It is important to note that the project type must be "Survey."
- For more details on how to create a Survey project in MapAll, please refer to the following article: https://support.mapall.com/how-to-create-a-survey-at-mapall
2. Subproject
Navigate to the bottom of the Project page until the "Assigned to project" section. Once there, click a subproject name under the column Id/name to open it.
- For more details on how to create a Subproject in MapAll, please refer to the following article: https://support.mapall.com/how-to-create-a-subproject-in-mapall
3. Add a new job page
Navigate to the bottom of the Subproject page until the "Jobs" section. Once, there click the "Add a new job" button to access the "Add a new job" page.
4. Job details
In the "Add a new job" page, select the relevant job type from the list provided in the "Job type" section (Walk In Survey). Once the appropriate job type has been selected, the following details must be entered:
- Select a crew in the Assigned to crew* field;
- Add a job Location; (optional)
- Add a job Description; (optional)
- Project Start Date *;
- Project End Date *;
- Project Start Time *;
- Project End Time *.;
- Attachments.
Once all the required details have been entered, click the "Save Job Details" button to proceed.
- It should be noted that all fields ending in an asterisk (*) are mandatory. Furthermore, all job details will be visible to technicians who were assigned to the job, including any relevant attachments.
5. Job area
After clicking the "Save Job Details" button in step 4 once all the required job details have been entered, the "Select job area". Once there, either click the "Select All" button to select the entire Subproject area or click the "Draw Area" button to draw an area manually to select the CTP(s) to be assigned to the job.
Select All (area)
Draw Area
Once an area has been delineated on the map, the CTPs tab will be activated, and any CTPs present within the specified area will be listed.
- In the absence of CTPs within the area, the message "No area has been selected" will be displayed.
6. Select the CTP for the job
To select the CTPs for the job, either check the box labelled "Select All" to select all of the CTPs that are available within the specified area, or check the box corresponding to each of the CTPs that are to be included in the job. Once finished, click the "Create Job" button to successfully create the Walk In Survey job.
Select All (assets)
Selecting assets
- It is important to note that to create a Walk In Survey job, the project map plan must contain at least one asset of the type CTP to which one or more premises are connected.
It should be noted that all fields ending in an asterisk (*) are mandatory. Furthermore, all job details will be visible to technicians who were assigned to the job, including any relevant attachments.