Edit records

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.

Before synchronisation

Before synchronization, observations are stored on the mobile device and therefore can only be edited in NaturaList.

With the List button

Modify the basic information you just entered by accessing the list of species in your phone.
1. Click on the list icon from the Place screen (see image below) when filling a list of precise observations and
2. click on the record to modify it.

Records on the current list are marked with a vertical line.

After selecting the record to modify,
· change the number of individuals,
· the age and sex of those individuals,
· update the atlas code, and/or
· delete the record.

Change the count

Change the number of individuals and/or the count precision or Start a counter.

See Mobile interface > Submitting records > Enter independent observations > 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 Adding details for more information.

Atlas code

Change atlas code if necessary.

See Mobile interface > Submiting records > Enter independent observations > Additional information> Atlas code for more on atlas code.

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From the map

While entering data on a list in the field or in protocols using maps, modify records on the current list directly from the map screen between records (see image below).

To modify a recordː

1. Activate species summary by clicking :

When active, the icon shows orange and all species entered appear on the map along with its species code and the number of individuals. If a species was not counted, it does not indicate the count. When inactive, the species summary icon shows yyellow.

See wiki section Mobile interface > Navigating the map > Summary of observations for more information.

2. Click on the record to modify:

Click on the dot representing the observation you wish to modify. When you are able to make changes, the interface becomes orange and the dot, blue. The time of the observation is shown in the summary.

3. Modify 'Place':

Move the red marker to indicate your observation's new position and click Next to access other details. If you do not need to modify the position, click Next without moving the red marker.

See Mobile interface > Navigating the map to know more about moving through the map.

4. Modify other details:

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 > Enter independent observations > Step 4: Additional information.

To modify the species or number of individuals, see wiki section Mobile interface > Editing records > Before synchronisation > For records in the phone for details of how to do it.

Click Finish to save changes and continue entering data.

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From records In the phone

1. Go to menu on the top left corner and select In the phone to access a list of all your observations in the phone (see image Browsing In the phone).
2. Click on any species name to open the menu for this record and
3. select update this record (see image Editing records from In the phone).

You will access the additional data screen from where to modify the data (see bottom image 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 Mobile interface > Submitting records > Additional information > Comments for more information.

Detail

Enter the number of individuals according to their age and sex.

To see how to do it, go to wiki section 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 them in your Preferences.

Visit wiki section Mobile interface > Submitting records > Additional information > Atlas code for more detailed information.

Hidden record

Select / unselect to indicate if you want your record to be visible to other users or only to you and the administrators.

Change your default option in Preferences.
See wiki section Mobile interface > Submitting records > Additional information > Hidden record for more information.

Picture / sound

Add / delete picture or sound for this record.

You can upload a picture/sound stored in your phone or take a new one.

Visit wiki section Mobile interface > Submitting records > Additional information > Picture to know how to do it.

Map

Change the species position.

See wiki section Mobile interface > Submitting records > Place to know how.

Species

Change the name of the species, if necessary.

Visit wiki section Mobile interface > Submitting records > Species for more information on how to enter a species.

Number of individuals

Amend the number of individuals, the precision count or start a counter.

See wiki section Mobile interface > Submitting records > Number of individuals for more information.

Date and Time

Modify the date of observation and/or the time of the observation.

To modify the date:
1. Click on the date button, and
2. select a new date from the expandable calendar.

To enter or modify the time:
1. Tick Enter time to open a clock, and
2. select the time from the clock.

Go to Mobile interface > Submitting records > Enter previous observations > Date/Time to know how to use the calendar and the clock.

Trace

If you checked the cell to record your trace while recording a list, click on the Trace icon and Delete the trace if necessary.

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 Mobile interface > Summitting records > Additional information > Mortality / injuries.

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Ending edition

When data is correct, click Validate to save the new information.

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After synchronisation

To synchronise records see wiki section Mobile interface > Submitting records > Synchronisation.

After synchronisation your observations are already submitted and published in a web portal (local portals and data.biolovision.net).
It is not longer possible to edit them from NaturaList. Do so from a local portal if it exists. When no local portal exists for the location, records are saved and published at data.biolovision.net, but they cannot be edited. Do so before synchronising.

To edit (or delete) an already synchronised observation,
· go to the local portal representing the territory the observation took place.

A. If you have an open session on the corresponding web site in the device you are using,
· access directly the record to edit in the corresponding local portal,
· select the record you want to modify and
· choose Go to web page.

B. If you do not currently have an open session on the corresponding web page at the device you are using,
· A message will indicate record does not exist.
· Go to homepage,
· log in,
· leave the session open by clicking on Store the password and
· repeat process A.

· Alternatively, search the record in the website as explained in wiki section Web interface > Browsing records > As a registered user > from Explore tab > All my observations.

See a list of local portals at Various > Local portals and access the record manually as explained in 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 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.

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Editing lists

Besides the functions already described in Editing records before synchronisation, it is possible to modify list parameters or add new individuals to an existing list.

Modify list parameters

Modify the general parameters of a list.

1. Go to any record In the phone belonging to the list,
2. Update this record (see image Editing records from In the phone and
3. select Species list (see image below).

4. Enter / modify information as if ending a list
5. click Next to continue editing this record or finish (see image below).

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Add individuals to a list

To add data to a finished list,
· go to the menu on the top left corner,
· select In the phone,
· click on any record from the list to edit,
· select Add a sighting to the list (see 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 Various > Symbols cheatsheet to see the correspondence of codes and symbols.

Time

Specify the time of the observation if necessary.

To enter time,
· Unselect Do not enter and,
· select the new time from the expandable clock.
· click Save when done (see image).

See wiki section Mobile interface > Submitting records > Mobile interface > Submitting records > Date / Time for more information on how to use the expandable clock.

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Editing Protocols

Modify a record belonging to a protocol as a normal record. See wiki section Editing records for details.

Modify starting and ending time, comments and indicate if all species were recorded as if modifying a list.

Add individuals to an existing protocol as in a non-protocolled list. See wiki section Editing lists on how to do it.

Modify protocol parameters

Modify general parameters of a protocol.

To modify the protocol general parameters,
· Open menu,
· go to records In the phone,
· click on any record belonging to the protocol,
· Update this record (see image Editing records from In the phone,
· select Protocol (see image below).
· Enter / modify information and
· click Next to modify other information for this record or finish.

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Deleting records

It is possible to delete records in NaturaList after entering them and before they have been synchronised.
Once your records have been synchronised, delete them from the the local portal.
See wiki section Web interface > Deleting records.

In NaturaList,
· access your data like for editing and
· select the Delete option.
· You will be prompted to confirm.

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Deleting lists

Delete records belonging to a list as in wiki section Deleting records.

To delete the full list

· before synchronisation, delete records from the list individually.
You will be given the option to also delete the list when it contains no more records.
Click OK to delete or Cancel to keep the list despite being empty (see image below).

· after synchronisation, go to your local portal and use the dustbin icon (see image below).

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Deleting protocols

Delete records belonging to a protocol as an individual record. See wiki section Deleting records on how to do it.

Delete the full protocol as if it were a list. Delete first all records belonging to the protocol individually and you will have the option to delete the protocol. See wiki section Deleting lists for details.

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