Prepare automated survey report

How to complete your survey report using the automated survey report functionality.

The automated survey report’s format is designed to help you enter the correct information for your survey.

1. Open the Survey report panel

Select the Survey report icon from the Workflow control bar to open the Survey report panel.
 

Image of the opened survey report panel. The survey report icon is highlighted in the workflow control bar.

2. Navigate the Survey report panel

Scroll through the Survey report panel using the scroll bar at the right of the panel, or by using your mouse scroll wheel.

Jump to section

You can jump directly to a section of the survey report by left-clicking on a section heading in the left-hand panel.
 

Image of the survey report panel highlighting the section headings at the left of the panel.

Progress indicators

The pie wedge progress indicators show your progress through each section of the survey report.
 

image of the survey report panel, highlighting the pie-wedge progress indicators next to each section heading. They have various amounts of green "pie" filled in.
  • The pie turns green as the section is completed.
  • A tick is displayed when the section is complete.
     
image of the section headings in the survey report panel. The progress indicators are at various stages of complete: the first 2 are completely green, with white ticks, the next 3 have amouts of "pie" filled in, and the last 3 are grey.

Saving the survey report

The survey report is automatically saved as you go. It auto-saves when you:

  • close the Survey report panel
  • exit Survey capture to return to My Work or access Plan Generation.

When you reopen the Survey report panel, you will see ‘Last updated by’ at the bottom left of the panel. This shows details of the last change made to the survey report:

  • the name and user ID of the person who made the change
  • the time and date the change was made.
     
image of the survey report panel, highlighting the "Last updated by" section at the bottom left of the panel.

Download the survey report

You can download the survey report at any time to view or print as PDF.  

Select the PDF icon at the top right of the panel.
 

image of the survey report panel, highlighting the PDF icon at the top right of the panel.

The survey report will download as PDF to your computer. It will include any data you have entered in the report at the time of download, and the time and date:

  • Survey was last edited
  • Survey report was last edited
  • PDF download was generated.

3. Complete the survey report sections

Every section of the automated survey report must be completed before you submit your survey. Some questions are pre-populated from the data in your survey.

  • Each question has information to explain what is required.
  • There are links to relevant parts of:
    • Cadastral Survey Rules 2021
    • Standard for lodgement of cadastral survey datasets – LINZS70000

Clicking on one of these links will open the relevant section in a separate browser tab.
 

image of the survey report panel, highlighting links to the Cadastral Survey Rules 2021, and the Standard for lodgement of cadastral survey datasets. Information about the question is also highlighted.

Comments fields

The comments fields are free-text. Spell-check is available if you have it enabled in your browser.

You can copy and paste comments from other applications into the Comments fields.

  • Do not copy and paste invalid symbols such as emojis.

Yes/No questions and checkboxes

Some of the Yes/No questions will be pre-answered from the data in your survey.

  • You will need to add a comment to any Yes answers.  

  • When you choose No, ‘Not applicable’ will be automatically added to the comment field.

    image of a yes/no question in the survey report. "No" has been selected, and "Not applicable" is highlighted in the comment field.

You can tick the Not applicable checkbox for questions that are not relevant to your survey.

  • ‘Not applicable’ will be automatically added to the comment field.

    image of a question in the survey report with a "not applicable" checkbox. The checkbox has been ticked, and "Not applicable" is highlighted in the comment field.

Attaching the survey report

The automated survey report is automatically attached to your CSD on submission of the survey.  

If a section of the survey report is incomplete when you attempt to submit the survey, you will see a failure in the submission rules panel. Complete the missing section(s) to submit your survey.

There can be only 1 certified survey report associated to the survey.

When you submit your survey, if there is a Survey report type supporting document attached to your survey, the automated survey report will be discarded.

For more information on attaching a survey report, see: 
Attaching a survey report
 

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