Take control of your Social Pinpoint account with our detailed documentation.

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  1. Log in to your Social Pinpoint Admin site
  2. Select the Settings menu to the left (blue Cog icon if collapsed) then select GeoSurveys
  3. Click New GeoSurvey or edit an existing entry
  4. Follow the guide below to configure the various settings and options.

 

Click Image to Enlarge 

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Select a current project using the edit button on the Welcome Screen or create a new project

Click GeoSurveys from the Tool Settings menu on the left

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Details

Name: Enter a name for your GeoSurvey workflow

Filter markers by GeoSurvey step: Enables the ability to associate comments dropped to the particular GeoSurvey Step they were dropped on. These comments are then NOT visible when looking at another GeoSurvey step. This is particularly useful for projects that want to display multiple design options as you can now clearly show what comments are associated with what design option. Switching between design options will change to the set of comments specific to that design option

Note

Note: You can only create one GeoSurvey workflow per project. You must save the GeoSurvey before adding workflow steps.


Click Add New GeoSurvey Step

Steps

Name: Provide a name for the workflow step

Position: Determines the order of the workflow. The lowest numbered step will be used for the initial project view

Hide Base Map: Allows you to hide the base map when this step is active. Particular useful for displaying an underground or inside area.

Background Colour: If the base map is hidden, this will be the colour of the background of the map area.

Visible Zones: Highlight the zones that you wish to make visible for the workflow step (hold the ctrl key down to select multiple)

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Show all Marker Types: You can toggle this off to then select a subset of marker types to show when this GeoSurvey step is active

Adjust map: Click to open map editor to change the map position, initial zoom, min and max zoom for the step

Remove this step: Tick to delete the selected workflow setup

Delete: Delete entire workflow step

Add new GeoSurvey Step: Click to add additional workflow steps

 

Click Update GeoSurvey to save

Link GeoSurvey Workflow to Zone Click action

 

Link GeoSurvey Workflow to Survey Step

Once created; GeoSurvey workflow steps can be linked to various actions in Social Pinpoint to change the zone/ layer visibility and map position and zoom settings.

If a GeoSurvey setup exists; the initial display of the project map will use the zone visibility and map settings for the lowest numbered workflow step.

You can also:

Link GeoSurvey step to Zone Click: Edit an existing Zone entry and set the Zone select action to the Navigate to GeoSurvey Step option, then select the desired step to be displayed on clicking

 

Link GeoSurvey step to Survey Submit: Edit an existing Survey entry and set the Survey submit action to Submit then Navigate to GeoSurvey Step, then select the desired to to be displayed on submitting

 

Link GeoSurvey step to Sidebar Tab: Linking a GeoSurvey step to a Sidebar Tab is a useful tool if you want the ability to enable/disable layers to display different designs or phases for comment. For further detail on how to setup Sidebar Tabs please see Project Setup - Sidebar Tabs