Edit records/en - Revision history

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-[[File:Access list.png|700px|thumb|center|Editing records from '''In the phone'''.]] <br />
+<center>
-<br />
+<div class="toc" style="border-radius:5px;background-color:#ffffff;padding-left:8px;padding-right:8px; padding-bottom:8px;width:500px;">
-[[File:Update a record.png|700px|thumb|center|Updating a record '''In the phone'''.]]<br />
+<center>
-<br />
+<div class="toc" style="border-radius:5px;background-color:#ffffff;padding-left:8px;padding-right:8px; padding-bottom:8px;width:300px;">
 :'''Comments'''<br />
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 Indicate / modify if an individual is wounded or dead, and select its cause if known. To know how to navigate this section, go to  wiki section [[Entering_records#Mortality_/_injuries| Mobile interface > Sumitting records > Additional information > Mortality / injuries]].<br />
 <br />
 ===Ending edition===
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-[[File:Delete.png|700px|thumb|center|Deleting a record.]]<br />
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-[[File:Delete list.png|700px|thumb|center|Deleting an empty list.]]<br/>
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-[[File:Delete list in portal.png|700px|thumb|center|Deleting a list from the local portal.]]<br/>
+<center>
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 ==Deleting protocols==

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← Older revision		Revision as of 15:12, 22 January 2024
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	<languages/>		<languages/>
			<br/>
	=Editing records=		=Editing records=
	<br />		<br />

	It is possible to edit records at different stages: before and after synchronisation. While entering your records, it is also possible to make minor modifications. <br />		It is possible to edit records at different stages: before and after synchronisation. While entering your records, it is also possible to make minor modifications. <br />
	<br />		<br />

	<center>		<center>
	<table ~~border~~="5" width="700px">		<table class="toc" width="700px" >
	<tr>		<tr>
	<td style="padding: 25px; text-align: left; font-family: sans-serif; color: black; background-color: hsl(157, 74%, 80%)">		<td style="padding: 25px; text-align: left; font-family: sans-serif; color: black; background-color: hsl(157, 74%, 80%)">
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	To log in into a local portal, use the same credentials you use for NaturaList. To see how to edit records from a local portal, see wiki section [[Editing_records \| Web interface > Local portals > Editing records]]. When no local portal exists for the area, it is impossible to edit or delete a record after synchronization. <br />		To log in into a local portal, use the same credentials you use for NaturaList. To see how to edit records from a local portal, see wiki section [[Editing_records \| Web interface > Local portals > Editing records]]. When no local portal exists for the area, it is impossible to edit or delete a record after synchronization. <br />
	<br />		<br />



	=Editing lists=		=Editing lists=
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← Older revision		Revision as of 21:32, 15 December 2023
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	::'''4. Modify other details:'''<br/>		::'''4. Modify other details:'''<br/>
	:Click '''Next''' to save current position and access other details for the record. If needed, modify as explained in wiki section Mobile interface > Submitting records > Directly in the field > [[Entering_records#Step_4_(non_mandatory_fields):_Additional_information\| Step 4: Additional information]]. If you need to modify the species or number of individuals, see wiki section Mobile interface > Editing records > Before synchronisation > [[Edit_records#From_records_In_the_phone\| Fr records in the phone]] for details in how to do it.<br/>		:Click '''Next''' to save current position and access other details for the record. If needed, modify as explained in wiki section Mobile interface > Submitting records > Directly in the field > [[Entering_records#Step_4_(non_mandatory_fields):_Additional_information\| Step 4: Additional information]]. If you need to modify the species or number of individuals, see wiki section Mobile interface > Editing records > Before synchronisation > [[Edit_records#From_records_In_the_phone\| For records in the phone]] for details of how to do it.<br/>
	<br/>		<br/>

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	==After synchronisation==		==After synchronisation==
	<br />		<br />
	To synchronise records see wiki section [[Entering_records#Synchronisation\|Mobile interface > ~~Subitting~~ records > Synchronisation]].<br />		To synchronise records see wiki section [[Entering_records#Synchronisation\|Mobile interface > Submitting records > Synchronisation]].<br />
	<br />		<br />
	After synchronisation your observations are already submitted and published in a web portal (local ones and data.biolovision.net). From that point, it is no longer editable from NaturaList. To edit (or delete) an already synchronised observation, go to the local portal representing the territory the observation took place.<br/>		After synchronisation your observations are already submitted and published in a web portal (local ones and data.biolovision.net). From that point, it is no longer editable from NaturaList. To edit (or delete) an already synchronised observation, go to the local portal representing the territory the observation took place.<br/>
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	by selecting the record you want to modify from your phone and choosing [[Search_observations#Go_to_web_page\|'''Go to web page''']]. <br/>		by selecting the record you want to modify from your phone and choosing [[Search_observations#Go_to_web_page\|'''Go to web page''']]. <br/>
	<br/>		<br/>
	If, on the contrary, you do not currently have an open session to the corresponding web page at the device you are using, clicking on '''Go to web page''' will take you to the website but will require logging in. You will see a message saying your record does not exist. Go to homepage (see image [[Media:240220233 Go to website without logging in.png\|'''Go to web page''' when not logged in]], encircled) and [[Getting_started#Logging_in\| log in]]. Leave the session open by clicking on '''Store the password''' when logging in and '''Go to the web page''' from NaturaList to directly access the record to modify. Otherwise, search the record in the website as explained in wiki section Web interface > ~~Brrowing~~ records > As a registered user > from ~~Expore~~ tab > [[Browsing_records#All_my_observations\| All my observations]].<br/>		If, on the contrary, you do not currently have an open session to the corresponding web page at the device you are using, clicking on '''Go to web page''' will take you to the website but will require logging in. You will see a message saying your record does not exist. Go to homepage (see image [[Media:240220233 Go to website without logging in.png\|'''Go to web page''' when not logged in]], encircled) and [[Getting_started#Logging_in\| log in]]. Leave the session open by clicking on '''Store the password''' when logging in and '''Go to the web page''' from NaturaList to directly access the record to modify. Otherwise, search the record in the website as explained in wiki section Web interface > Browsing records > As a registered user > from Explore tab > [[Browsing_records#All_my_observations\| All my observations]].<br/>
	<br/>		<br/>

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New page

<languages/>
=Editing records=
 
It is possible to edit records at different stages: before and after synchronisation. While entering your records, it is also possible to make minor modifications. 
 

<center>
<table border="5" width="700px">
<tr>
<td style="padding: 25px; text-align: left; font-family: sans-serif; color: black; background-color: hsl(157, 74%, 80%)">



<ul>
To modify data while entering: 

*Use the [[Media:Edit with back button.png|back button]] to move to previous screens and re-enter the data. Note data is not yet saved and you loose it by going back. You need to enter it all again from the point of modification. 
*Use the [[Media:With cross button.png|cross button]] to cancel the current record and start again. The record is not saved so rather than modifying it, you will re-start entering the observation. 
*Use the [[Media:Add info in list later.png|add / substract function]] to modify the number of individuals while entering a list later.
</ul>

</td></tr></table>
</center>
 
 

==Before synchronisation==
 
Before synchronization, your observations are solely stored on your mobile device and therefore can be edited from NaturaList. 
 

===With the List button===
 
After entering an observation, you can modify the basic information you just entered by accessing the list of species in your phone. To do so, click on the list icon from the '''Place''' screen (see image below) and click on the record to modify. 
 

[[File:Edit as entering.png|700px|thumb|center|Editing from the List button.]] 
 

After selecting the record to modify, you can change the number of individuals, the age and sex of those individuals, or update the atlas code (see image). You can also delete the record. 
 

[[File:Options to change record from list.png|700px|thumb|center|Editing records from the List button. Menu.]] 
 

:'''Change the count''' 

Change the number of individuals and/or the count precision or '''Start a counter'''. See [[Entering_records#Number_of_individuals| Mobile interface > Submiting records > Directly in the field > Number of individuals]] for more information. 
 

:'''Update details''' 

Add/subtract or change the number of individuals for each sex and age class. See wiki section [[Entering_records#Details_(Age_and_sex)| Adding details]] for more information. 
 

:'''Atlas code''' 

Change atlas code if necessary. See [[Entering_records#Atlas_code| Mobile interface > Submiting records > Directly in the field > Additional information> Atlas code]] for more on atlas code. 
 

===From records In the phone===
 
Go to menu on the top left corner and select [[Search_observations#In_the_phone|'''In the phone''']] to access a list of all your observations in the phone (see image [[Media:In the phone.png|Browsing '''In the phone''']]). Click on any species name to open the menu for this record and select '''update this record''' (see image [[Media:Access list.png|Editing records from '''In the phone''']]). You will access the additional data screen from where to modify the data (see bottom image [[Media:Update a record.png|Updating a record '''In the phone''']]). 
 

[[File:Access list.png|700px|thumb|center|Editing records from '''In the phone'''.]] 
 

[[File:Update a record.png|700px|thumb|center|Updating a record '''In the phone'''.]] 
 

:'''Comments''' 

Add or modify a comment for this record. The comment can be public (other users will see it along with your record, unless your record is hidden) or private (only you can see it). See wiki section [[Entering_records#Comments|Mobile interface > Submitting records > Additional information > Comments]] for more information. 
 

:'''Detail''' 

Enter the number of individals according to their age and sex. To see how to do it, go to wiki section [[Entering_records#Details_(Age_and_sex)| Mobile interface > Submitting records > Additional information > Details]]. 
 

:'''Atlas code''' 

Enter the atlas code for the record. Atlas codes depend on the country and you can set it in your [[Getting_started_NaturaList#Atlas_list_code| Preferences]]. Visit wiki secition [[Entering_records#Atlas_code| Mobile interface > Submitting records > Additional information > Atlas code]] for more detailed information. 
 

:'''Hidden record''' 

Select / unselect to indicate if your record will be visible to other users or only to you and administrators. If you want it to apply for all your sightings, change your default option at [[Getting_started_NaturaList#Hide_record| Preferences]]. See wiki section [[Entering_records#Hidden_record| Mobile interface > Submitting records > Additional information > Hidden record]] for more information. 
 

:'''Picture''' 

Add / delete picture for this records. You can upload a picture stored in your phone or take a new picture. Visit wiki section [[Entering_records#Picture| Mobile interface > Submitting records > Additional information > Picture]] to know how to do it. 
 

:'''Map''' 

Change the species position as explained in wiki section [[Entering_records#Place| Mobile interface > Submitting records > Place]]. 
 

:'''Species''' 

Change the name of the species, if necessary. Visit wiki section [[Entering_records#Species | Mobile interface > Submitting records > Species]] for more information on how ot enter a species. 
 

:'''Number of individuals''' 

Amend the number of individuals, the precision count o start a counter. See wiki section [[Entering_records#Number_of_individuals| Mobile interface > Submitting records > Number of individuals]] for more information. 
 

:'''Date and Time''' 

Modify the date the observation took place by clicking on the date button, and select a new date from the expandable calendar. If you want to enter or modify the time the observation took place, tick '''Enter time''' to open a clock from where to select the time. Go to [[Entering_records#Date_/_Time| Mobile interface > Submitting records > Later > Date/Time]] to know how to use the calendar and the clock. 
 

:'''Mortality/Injuries''' 

Indicate / modify if an individual is wounded or dead, and select its cause if known. To know how to navigate this section, go to wiki section [[Entering_records#Mortality_/_injuries| Mobile interface > Sumitting records > Additional information > Mortality / injuries]]. 
 

===Ending edition===
 
When data is correct, click '''Validate''' to save the new information. 
 

==After synchronisation==
 
To synchronise records see wiki section [[Entering_records#Synchronisation|Mobile interface > Subitting records > Synchronisation]]. 
 
After synchronisation your observations are already submitted and published in a web portal (local ones and data.biolovision.net). From that point, it is no longer editable from NaturaList. To edit (or delete) an already synchronised observation, go to the local portal representing the territory the observation took place. 
 
This option is only available when your records are already synchronised and allows accessing your own records on the local website. If you have an open session to the coresponding web site in the device you are using, access directly the record to edit in the corresponding local portal,
by selecting the record you want to modify from your phone and choosing [[Search_observations#Go_to_web_page|'''Go to web page''']]. 
 
If, on the contrary, you do not currently have an open session to the corresponding web page at the device you are using, clicking on '''Go to web page''' will take you to the website but will require logging in. You will see a message saying your record does not exist. Go to homepage (see image [[Media:240220233 Go to website without logging in.png|'''Go to web page''' when not logged in]], encicled) and [[Getting_started#Logging_in| log in]]. Leave the session open by clicking on '''Store the password''' when logging in and '''Go to the web page''' from NaturaList to directly access the record to modify. Otherwise, search the record in the website as explained in wiki section Web interface > Brrowing records > As a registered user > from Expore tab > [[Browsing_records#All_my_observations| All my observations]]. 
 

See a list of local portals at [[Local_portals_and_partners | Various > Local portals]] and access the record manually as explained in [[Browsing_records#All_my_observations| All my observations]]. 
 

To log in into a local portal, use the same credentials you use for NaturaList. To see how to edit records from a local portal, see wiki section [[Editing_records | Web interface > Local portals > Editing records]]. When no local portal exists for the area, it is impossible to edit or delete a record after synchronization. 
 



=Editing lists=
 
Besides the functions already described in [[Edit_records#From_records_In_the_phone| Editing records before synchronisation]], it is possible to add new individuals to an existing list. 
 

==Add individuals to a list==
 
To add data to a finished list, go to the menu on the top left corner and select '''In the phone'''. Click randomly any record from the list you want and select '''Add a sighting to the list''' (see image below). Records belonging to a list are marked with an empty green square (partial list) or a full green square (complete list) next to the name. See wiki section [[Symbols_cheatsheet| Various > Symbols cheatsheet]] to see the correspondence of codes and symbols. 
 

[[File:Add ind to list.png|700px|thumb|center|Adding individuals to a finished list.]] 
 

===Time===
 
Especify the time of the observation if necessary by unselecting '''Do not enter''' and select the new time from the expandable clock as described in [[Entering_records#Date_/_Time| Mobile interface > Submitting records > Date / Time]]. '''Save''' when done (see image). 
 

[[File:Add ind to list, time.png|700px|thumb|center|Adding individuals to a list. Time.]] 
 

=Deleting records=
 

<center>
<table border="5" width="700px">
<tr>
<td style="padding: 25px; text-align: left; font-family: sans-serif; color: black; background-color:#ffffdb">



<ul>
*Go to Menu on the top left corner. 
*Select '''In the phone'''. 
*Select the data you want to cancel. 
*Choose '''Delete'''. 
*Confirm. 
</ul>

</td></tr></table>
</center>
 
It is possible to delete records in NaturaList after entering them and before they have been synchronised. Access your data like for editing and select the '''Delete''' option. You will be prompted to confirm. 
 

[[File:Delete.png|700px|thumb|center|Deleting a record.]] 
 

 

Once your records have been synchronised, delete any by accessing them through the local portal. See wiki section [[Deleting_records| Web interface > Deleting records]].