Edit records: Difference between revisions
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=Editing records= | =Editing records= | ||
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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 /> | ||
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==Before synchronisation== | ==Before synchronisation== | ||
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Before synchronization, your observations are | Before synchronization, your observations are stored on your mobile device and therefore can only be edited in NaturaList.<br/> | ||
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===With the List button=== | ===With the List button=== | ||
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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. <br /> | 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 it. <br /> | ||
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===From the map=== | ===From the map=== | ||
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<b>Function only available | <b>Function only available:</b><br /> | ||
*<b> | <!--T:60--> | ||
* | *<b>with a list in the field</b>.<br /> | ||
*with protocols displaying maps with observations. | |||
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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). <br/> | 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). <br/> | ||
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[[File:Editing from the map.png|700px|thumb|center|Editing records directly from the map.]]<br/> | [[File:Editing from the map.png|700px|thumb|center|Editing records directly from the map.]]<br/> | ||
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To modify a recordː <br/> | To modify a recordː <br/> | ||
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::'''1. Activate species summary by clicking on the icon:''' <br/> | ::'''1. Activate species summary by clicking on the icon:''' <br/> | ||
: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 yellow.<br/> | :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 yellow.<br/> | ||
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::'''2. Click on the record to modify:'''<br/> | ::'''2. Click on the record to modify:'''<br/> | ||
: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.<br/> | :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.<br/> | ||
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::'''3. Modify 'Place':''' <br/> | ::'''3. Modify 'Place':''' <br/> | ||
:Move the red marker to indicate your obervation'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.<br/> | :Move the red marker to indicate your obervation'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.<br/> | ||
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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| | :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/> | ||
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:: Click '''Finish''' to save changes. You can then continue entering data.<br/> | :: Click '''Finish''' to save changes. You can then continue entering data.<br/> | ||
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===From records <b>In the phone</b>=== | ===From records <b>In the phone</b>=== | ||
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[[File:Access list.png| | <center> | ||
<br /> | <div class="toc" style="border-radius:5px;background-color:#ffffff;padding-left:8px;padding-right:8px; padding-bottom:8px;width:500px;"> | ||
[[File:Access list.png|500px]] | |||
<div class="toc" style="border-radius:5px;padding-left:15px;text-align:left; font-size:12px;width:485px;"> | |||
'''Editing records from '''In the phone'''.''' | |||
</div> | |||
<p style="color:black;font-size:12px;padding-left:30px;text-align:left;column-count:2;"> | |||
<b>1.</b> Access menu. <br /> | |||
<b>2.</b> Edit record. <br/> | |||
<b>3.</b> Delete record. <br /> | |||
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</div> | |||
</center> | |||
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[[File:Update a record.png| | <center> | ||
<br /> | <div class="toc" style="border-radius:5px;background-color:#ffffff;padding-left:8px;padding-right:8px; padding-bottom:8px;width:300px;"> | ||
[[File:Update a record.png|300px]] | |||
<div class="toc" style="border-radius:5px;padding-left:15px;text-align:left; font-size:12px;width:285px;"> | |||
'''Updating a record '''In the phone'''.''' | |||
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</div> | |||
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Enter the atlas code for the record. Atlas codes depend on the country and you can set | Enter the atlas code for the record. Atlas codes depend on the country and you can set them 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.<br /> | ||
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Select / unselect to indicate if your record | Select / unselect to indicate if you want your record to be visible to other users or only to you and the administrators. If you want it to apply for all your sightings, change your default option in [[Getting_started_NaturaList#Hide_record| Preferences]]. See wiki section [[Entering_records#Hidden_record| Mobile interface > Submitting records > Additional information > Hidden record]] for more information.<br /> | ||
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Amend the number of individuals, the precision count | Amend the number of individuals, the precision count or start a counter. See wiki section [[Entering_records#Number_of_individuals| Mobile interface > Submitting records > Number of individuals]] for more information. <br /> | ||
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Modify the date | Modify the date of observation by clicking on the date button, and select a new date from the expandable calendar. If you want to enter or modify the time of the observation, 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.<br /> | ||
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:'''Trace''' <br/> | |||
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If you checked the cell to record your trace while recording a list, click on the '''Trace''' icon and '''Delete''' the trace if necessary. <br/> | |||
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===Ending edition=== | ===Ending edition=== | ||
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==After synchronisation== | ==After synchronisation== | ||
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To synchronise records see wiki section [[Entering_records#Synchronisation|Mobile interface > | To synchronise records see wiki section [[Entering_records#Synchronisation|Mobile interface > Submitting records > Synchronisation]].<br /> | ||
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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/> | ||
<br/> | <br/> | ||
This option is only available when your records are already synchronised and allows | This option is only available when your records are already synchronised and allows you to access your records on the local website. 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, | ||
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]], | 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/> | ||
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=Editing lists= | =Editing lists= | ||
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==Modify list parameters== | ==Modify list parameters== | ||
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To modify the general parameters of a list, go to any record '''In the phone''' belonging to the list, '''Update this record''' (see image [[Media:Access list.png| Editing records from '''In the phone''']] and select '''Species list''' (see image below). <br/> | To modify the general parameters of a list, go to any record '''In the phone''' belonging to the list, '''Update this record''' (see image [[Media:Access list.png| Editing records from '''In the phone''']] and select '''Species list''' (see image below). <br/> | ||
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[[File:Modify list parameters.png|700px|thumb|center|Editing list parameters (Menu).]]<br/> | [[File:Modify list parameters.png|700px|thumb|center|Editing list parameters (Menu).]]<br/> | ||
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Enter / modify information as if [[Entering_records#Ending_the_list| ending a list]] and click '''Next''' to continue editing this record or finish (see image below).<br/> | Enter / modify information as if [[Entering_records#Ending_the_list| ending a list]] and click '''Next''' to continue editing this record or finish (see image below).<br/> | ||
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[[File:List parameters.png|700px|thumb|center|Editing list parameters.]] | [[File:List parameters.png|700px|thumb|center|Editing list parameters.]] | ||
<p style= "text-indent: 220px; font-size:13px">'''1.''' Time list started. | <p style= "text-indent: 220px; font-size:13px">'''1.''' Time list started. | ||
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==Add individuals to a list== | ==Add individuals to a list== | ||
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===Time=== | ===Time=== | ||
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Specify 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).<br /> | |||
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=Editing Protocols= | =Editing Protocols= | ||
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Modify a record belonging to a protocol as a normal record. See wiki section [[Edit_records#Editing_records| Editing records]] for details.<br/> | Modify a record belonging to a protocol as a normal record. See wiki section [[Edit_records#Editing_records| Editing records]] for details.<br/> | ||
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Modify starting and ending time, comments and indicate if all species were recorded as if [[Edit_records#Modify_list_parameters| modifying a list]].<br/> | Modify starting and ending time, comments and indicate if all species were recorded as if [[Edit_records#Modify_list_parameters| modifying a list]].<br/> | ||
<br/> | <br/> | ||
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Add individuals to an existing protocol as in a non-protocolled list. See wiki section [[Edit_records#Editing_lists| Editing lists]] on how to do it. <br/> | Add individuals to an existing protocol as in a non-protocolled list. See wiki section [[Edit_records#Editing_lists| Editing lists]] on how to do it. <br/> | ||
<br/> | <br/> | ||
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==Modify protocol parameters== | ==Modify protocol parameters== | ||
<br/> | <br/> | ||
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[[File:Protocol parameters.png|700px|thumb|center|Editing protocol parameters.]]<br/> | [[File:Protocol parameters.png|700px|thumb|center|Editing protocol parameters.]]<br/> | ||
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=Deleting records = | =Deleting records = | ||
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<center> | <center> | ||
<table | <table class="toc" width="400px;"> | ||
<tr> | <tr> | ||
<td style="padding: 25px; text-align: left; font-family: sans-serif; color: black; background-color:#ffffdb"> | <td style="padding: 25px; text-align: left; font-family: sans-serif; color: black; background-color:#ffffdb"> | ||
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</center> | </center> | ||
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It is possible to delete records in NaturaList after entering them and before they have been synchronised. Once your records have been synchronised, delete | 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 by passing through the local portal. See wiki section [[Deleting_records| Web interface > Deleting records]].<br /> | ||
<br /> | <br /> | ||
In NaturaList, access your data like for editing and select the '''Delete''' option. You will be prompted to confirm.<br /> | In NaturaList, access your data like for editing and select the '''Delete''' option. You will be prompted to confirm.<br /> | ||
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[[File:Delete.png| | <center> | ||
<br /> | <div class="toc" style="border-radius:5px;background-color:#ffffff;padding-left:8px;padding-right:8px; padding-bottom:8px;width:400px;"> | ||
[[File:Delete.png|400px]] | |||
<div class="toc" style="border-radius:5px;padding-left:15px;text-align:left; font-size:12px;width:385px;"> | |||
'''Deleting a record.''' | |||
</div> | |||
<p style="color:black;font-size:12px;padding-left:30px;text-align:left;column-count:2;"> | |||
<b>1.</b> Access menu. <br /> | |||
<b>2.</b> Delete record. <br/> | |||
</p> | |||
</div> | |||
</center> | |||
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<br/> | |||
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==Deleting lists== | ==Deleting lists== | ||
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Delete records belonging to a list as in wiki section [[Edit_records#Deleting_records| Deleting records]].<br/> | Delete records belonging to a list as in wiki section [[Edit_records#Deleting_records| Deleting records]].<br/> | ||
<br/> | <br/> | ||
To delete the full list, 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).<br/> | <!--T:92--> | ||
To delete the full list <br/> | |||
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* '''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).<br/> | |||
<br/> | |||
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<center> | |||
<div class="toc" style="border-radius:5px;background-color:#ffffff;padding-left:8px;padding-right:8px; padding-bottom:8px;width:400px;"> | |||
[[File:Delete list.png|400px]] | |||
<div class="toc" style="border-radius:5px;padding-left:15px;text-align:left; font-size:12px;width:385px;"> | |||
'''Deleting an empty list.''' | |||
</div> | |||
</div> | |||
</center> | |||
<br/> | |||
<br/> | <br/> | ||
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* '''after synchronisation''', go to your local portal and use the dustbin icon (see image below). <br/> | |||
<br/> | <br/> | ||
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<center> | |||
<div class="toc" style="border-radius:5px;background-color:#ffffff;padding-left:8px;padding-right:8px;padding-bottom:8px;width:600px;"> | |||
[[File:Delete list in portal.png|600px]] | |||
<div class="toc" style="border-radius:5px;padding-left:15px;text-align:left; font-size:12px;width:585px;"> | |||
'''Deleting a list from the local portal.''' | |||
</div> | |||
</div> | |||
</center> | |||
<br/> | <br/> | ||
<br/> | <br/> | ||
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| |||
==Deleting protocols== | ==Deleting protocols== | ||
<br/> | <br/> | ||
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Delete records belonging to a protocol as an individual record. See wiki section [[Edit_records#Deleting_records|Deleting records]] on how to do it.<br/> | Delete records belonging to a protocol as an individual record. See wiki section [[Edit_records#Deleting_records|Deleting records]] on how to do it.<br/> | ||
<br/> | <br/> | ||
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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 [[Edit_records#Deleting_lists| Deleting lists]] for details.<br/> | 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 [[Edit_records#Deleting_lists| Deleting lists]] for details.<br/> | ||
<br/> | <br/> |
Latest revision as of 22:17, 9 April 2024
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, your observations are stored on your mobile device and therefore can only be edited in 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 it.
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.
- Change the count
Change the number of individuals and/or the count precision or Start a counter. See 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 Adding details for more information.
- Atlas code
Change atlas code if necessary. See Mobile interface > Submiting records > Directly in the field > Additional information> Atlas code for more on atlas code.
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 on the icon:
- 1. Activate species summary by clicking on the icon:
- 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 yellow.
- 2. Click on the record to modify:
- 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':
- 3. Modify 'Place':
- Move the red marker to indicate your obervation'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.
- 4. Modify other details:
- 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 > Directly in the field > Step 4: Additional information. If you need 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. You can then continue entering data.
- Click Finish to save changes. You can then continue entering data.
From records In the phone
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). Click on any species name to open the menu for this record and 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 individals 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 secition 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. If you want it to apply for all your sightings, change your default option in Preferences. See wiki section 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 Mobile interface > Submitting records > Additional information > Picture to know how to do it.
- Map
Change the species position as explained in wiki section Mobile interface > Submitting records > Place.
- Species
Change the name of the species, if necessary. Visit wiki section 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 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 by clicking on the date button, and select a new date from the expandable calendar. If you want to enter or modify the time of the observation, tick Enter time to open a clock from where to select the time. Go to Mobile interface > Submitting records > Later > 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 > 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 Mobile interface > Submitting 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 you to access your records on the local website. 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,
by selecting the record you want to modify from your phone and choosing 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 Go to web page when not logged in, encircled) and 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 > 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.
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
To modify the general parameters of a list, go to any record In the phone belonging to the list, Update this record (see image Editing records from In the phone and select Species list (see image below).
Enter / modify information as if ending a list and click Next to continue editing this record or finish (see image below).
1. Time list started.
2. Time list ended.
3. Comments.
4. Type of list: check if this is a complete 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 Various > Symbols cheatsheet to see the correspondence of codes and symbols.
Time
Specify the time of the observation if necessary by unselecting Do not enter and select the new time from the expandable clock as described in Mobile interface > Submitting records > Date / Time. Save when done (see image).
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
To modify the protocol general parameters, go to any record In the phone belonging to the protocol, Update this record (see image Editing records from In the phone and select Protocol (see image below). Enter / modify information and click Next to modify other information for this record or finish.
Deleting records
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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 by passing through 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.
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).
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.