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Survey Editing: Menu Options

Users can easily modify surveys with additional options from the Survey Menu.

 

In this guide, learn how to:

To access the Survey Menu, click on the three dots in the upper right corner of the Survey Edit screen:

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The first editing options you will notice here are the Export and Import options:

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These options will allow you to update the Attribute information for any Element on your Survey in bulk by exporting and updating your Survey data via an Excel spreadsheet.

Check out our Bulk Update Elements video for a full breakdown of this process.

Set Scale:

The Set Scale option is used to reset the scale for your survey:

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  • Maneuver the measuring tool to an area of your survey where the distance is already known, such as a doorway or a hallway.
  • Enter the distance into the box at the top of the screen.
  • Here, you can also set the unit of measurement and adjust your Element icon size. 

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Crop:

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  • Crop your floor plan image by dragging and dropping the corner handles on screen.
  • On the right-hand side, you will also see an option to rotate your floor plan.

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Replace Floor Plan:

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If the floor plan image has been changed since beginning work on your survey, you can replace the existing floor plan image with a new one:

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  • Select Local Files and choose the new floor plan image from your hard drive.
  • Follow the steps to crop the image and set your scale.
  • You can also choose to replace the floor plan with a Satellite image, or with a blank floor plan using the Quickstart option. 

Note: If Elements are already placed on your Survey, you may need to adjust them to the correct locations after replacing your floor plan.

Reset Element Colors:

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  • This option will reset all of the element icons on your survey back to their default colors.
  • Click Ok on the pop-up window to confirm this action.

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Element Icon Size, Global AOC Transparency, & Budget Margin:

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With the slide bars at the bottom of the Survey Menu, you can globally adjust:

  • Element Icon size
  • AOC transparency
  • Budget Margin