The Survey Ribbon Tab

The Survey tab is where you interact and edit an open survey job as well as create new jobs. Let’s look at each button and see what they do.

  • New - Prompts you for a job number and then creates a new, empty survey job ready to be filled out.

  • Open - Opens an advanced search dialog where you can find and open an existing survey job for editing.

  • View All Jobs - Opens a View Grid which shows all of the jobs in the database. From here, you can edit basic information, upload files, download files, and open the job for further editing.

  • Read-Only Mode - puts Survey Manager in read-only mode; this means that any job opened after this mode is engaged is considered to be read-only and cannot be edited in any way. You can still create reports and view the information for the job though.

Note

You can tell you are in Read-Only mode by looking at three locations within the application: the title bar says “Read-Only”, the Read-Only Mode button image changes, and the central workspace will have a red border around it.

  • Basic Information - opens a page which allows you edit the job number, abstract, survey, number of acres, description, subdivision information, and location information for the currently opened job.

  • Open View Panel - opens a panel docked to the right side of the workspace that shows an overview of the currently opened job and allows some fields to be edited.

  • Save - depending on whether the open job is a new survey or an existing one, either inserts the survey job into the database using all of the edited data or updates the existing record with the new data.

  • Close - close out the currently open survey job. If there are changes pending a save, this will ask if you want to save the job before closing it. If you don’t, you will lose the changes when you open the job again.

  • Edit - opens a dialog where you can upload files and edit some basic information about them such as their name and and a description for the file.

  • View All - opens a dialog where you can view all of the files associated with the current job. You can also download one or multiple files from here. Double-clicking a file in the list view will open that file in the system default application for the file extension.

  • Billing Portal - opens the billing portal for the current survey job. This portal allows you to create and edit time entries and additional line items for billing.

  • Client - Simply clicking the button will open the advanced search dialog where you can search for a client to associate with the current survey job. Clicking the drop-down arrow will provide two options: Search… and New… It is from here where you can also create a new client and immediately associate it with this job.

  • Realtor - Same as Client but for Realtors.

  • Title Company - Same as Client but for Title Companies.

  • Notes - opens a page where you can enter detailed notes for this job. Each note has a unique timestamp associated with it and allows up to 4,000 characters to be entered.

  • Billing Report - compiles all of the data from the Billing Portal into a single PDF report. This report, when finished creating, it will open in the system default program for PDF files.

  • Full Survey Report - compiles ALL of the information for the survey into a single PDF report. This report includes a simple file listing (up to 10 files) as well as the billing information. When finished creating, it will open in the system default program for PDF files.

  • File Detail Report - compiles all of the files associated with this job and provides a report listing the files, their sizes, and the description associated with them. When finished creating, it will open in the system, default program for PDF files.

  • Help - opens this help documentation in the system default browser.

  • Activation - opens a dialog where you can manage your product key, purchase a new product key, as well as see information pertaining to the current license.