Create a new survey

To create a survey in Landonline, you need to enter a surveyor’s reference, the survey purpose, and the land district. Once the survey is created, a CSD reference is automatically allocated to it.

Key points about creating a survey in Landonline

Survey details when you create a survey

The survey details you enter, including firm, surveyor’s reference, survey purpose, and land district will form part of the survey details in Landonline.

You can edit the information you entered when creating the survey later in the Survey Details panel in survey capture. Note that some survey purposes can’t be changed (see below for more information).

For more information on editing survey details, see: 
Survey details 

Selecting the survey purpose

Make sure you select the correct survey purpose when you create a new survey. You can change some survey purposes later from within the dataset, but for any type of unit plan, you can't change the survey purpose yourself, even by importing a new XML.

Changing the survey purpose for any type of unit plan once a survey is created

The Survey purpose in the Survey details panel will only have options for the same type of unit plan, with or without survey sheet.

If you need to change the survey purpose for any type of unit plan, phone customer support on 0800 665 463 to request a case be raised for the Landonline Application Specialists.

For a summary of all survey purposes available in Landonline, and:

  • the dataset and survey types applicable to them
  • their general usage
  • how their information may be used for future survey and legal purposes,

see Survey purpose. 

CSD reference

Once created, the new survey will be listed on your My Work page. A CSD reference is automatically allocated to the created survey.

We are unable to allocate a specific CSD reference to a survey, and the CSD reference can't be changed.

Select the CSD reference to start working on the survey.

For more information, see:  
Open a created survey

Primary Contact and Signing Surveyor roles

When you create a survey, you are automatically enabled to the survey and assigned as Primary Contact and Signing Surveyor.

For information on how to reassign these roles, see:  
Enable users

How to create a new survey in Landonline

1. Open the Create Survey panel

Select the + Create Survey icon at the top right of your My Work page.
 

image of the top of My work page. The create survey icon is highlighted at the top tight of the screen.

The Create Survey panel opens. You will see fields for:

  • Surveyor’s reference
  • Survey purpose
  • Land district.
     
image of the create survey panel.

If you are associated to more than 1 firm in Landonline, you will also see a Firm field at the top of the panel. This is pre-populated with the firm you are currently logged in under.
 

image of Create survey panel, with the Firm field highlighted at the top of the panel.

To create the new survey under a different firm:

  1. Left-click into the Firm field to open a drop-down menu listing all firms you are associated with.
  2. Select the firm you would like this survey to be created under.
     
image of the firm field in Create survey. The dropdown list is open and 3 firms are available.

Once you have created the survey, it will appear in My Work for the firm you selected.

2. Enter the Surveyor’s reference

Type your surveyor’s reference into the Surveyor’s reference field. This is a specific reference for you and your firm and helps to identify the survey, for example for internal file management or billing purposes.

The surveyor’s reference will appear in the survey details panel, the survey report, and on the first page of the Record of Survey and Title Plan.

  • A survey can only have 1 surveyor’s reference.
  • There is a limit of 50 characters for the surveyor's reference. Note that Landonline allows you to enter more than 50 characters in this field when you create the survey, but only the first 50 will be saved.

Warning if copy/pasting the surveyor’s reference

Do not use a long dash ( – ) or the degrees symbol ( ° ) in your surveyor’s reference. Any characters entered after these characters will not appear in the compiled plans (Record of Survey/Title Plan).

If you import an XML with a different Surveyor’s reference, this will overwrite the reference you enter here.

image of create survey, highlighting the Surveyor's reference field.

3. Select survey purpose

Select the Survey purpose. This specifies what the survey is for, for example an LT subdivision, Flat plan/Cross-lease, or the stage in a staged unit development.

For information on the survey purposes available in Landonline, see: 
Survey purpose

Left-click into the Survey purpose field and select the correct survey purpose from the drop-down list. Use the scroll bar at the right of the list or your mouse wheel to scroll through the options. You can also type in the first few letters to jump to a specific survey purpose.
 

image of the survey purpose field in create survey, with the drop-down list open. Available survey purposes are listed alphabetically.

Depending on your selection, you may be asked to provide additional information about a previous survey. For example, if the survey is part of a staged unit development, you will be prompted to identify the previous unit plan stage.

You need to include the survey prefix when entering a previous survey, for example LT, DP, etc.
 

image of create survey, with a Stage unit plan selected as the survey purpose. A "previous unit plan stage" field has appeared.

Changing the survey purpose for any type of unit plan once a survey is created

You can change some survey purposes later from within the dataset, but for any type of unit plan, you can't change the survey purpose yourself, even by importing a new XML. The Survey purpose in the Survey details panel will only have options for the same type of unit plan, with or without survey sheet.

If you need to change the survey purpose for any type of unit plan, phone customer support on 0800 665 463 to request a case be raised for the Landonline Application Specialists.

4. Select land district

Select the land district. Left-click into the Land district field and select the correct land district from the drop-down list. You can also start typing to jump to a specific land district.
 

image of create survey, with the land district field highlighted. The drop-down list is open, and all land districts are listed geographically north to south.

5. Create survey

Select Create Survey at the bottom of the panel.
 

image of the create survey panel, with the "create survey" button highlighted at the bottom of the panel.

Once Landonline has created the survey:

  • a CSD reference is automatically allocated to the survey
  • a success message will appear briefly at the top right of the screen
  • the new survey will be listed on your My Work page for the firm you created it under.
     
image of My Work page. A success message is visible at the top right of the screen, advsiing that the new survey has been created. The CSD reference is highlighted under My surveys.

You can now select the CSD reference to start working on the survey. 
See Open a created survey

Last updated