Documentation

Help & support

Guides and documentation for TerraSitu — from first login to government submission.

Government Export Formats

Compliance

Government Export Formats TerraSitu can generate submission-ready export files formatted to the requirements of Australian government regulatory portals. Each export template is pre-configured for a s

NSW Compliance Context — AHIMS, BioNet & Heritage Act

Compliance & Government Portals

NSW Compliance Context — AHIMS, BioNet & Heritage Act This article explains the key NSW government registers and legislative obligations relevant to ecological and heritage consultants, and how TerraS

VIC Compliance Context — VAHR, VBA & Heritage Act

Compliance & Government Portals

VIC Compliance Context — VAHR, VBA & Heritage Act This article explains the key Victorian government registers and legislative obligations relevant to ecological and heritage consultants, and how Terr

WA Compliance Context — DPLH Heritage Register & NatureMap

Compliance & Government Portals

WA Compliance Context — DPLH Heritage Register & NatureMap This article explains the key Western Australian government registers and legislative obligations relevant to ecological and heritage consult

QLD Compliance Context — QHR, WildNet & SARA

Compliance & Government Portals

QLD Compliance Context — QHR, WildNet & SARA This article explains the key Queensland government registers and legislative obligations relevant to ecological and heritage consultants, and how TerraSit

Exporting Your Data

Data Management

Exporting Your Data TerraSitu supports exporting all of your field data in open, industry-standard formats for archiving, migration, regulatory submission, or integration with external tools. How to C

Daily field workflow

Field Operations

Daily field workflow TerraSitu structures your field day into a consistent protocol: pre-start safety check, record conditions, collect data, check in regularly, and sync everything at the end of the

End-of-day sync

Field Operations

End-of-day sync The "End Day" sync is a structured process that uploads all your field data to the server and verifies that everything arrived safely. Unlike the automatic background sync (which runs

Sync & Field Readiness

Field Work

Sync & Field Readiness The Field Readiness panel on each trip plan gives you a real-time view of whether your team's mobile devices are properly prepared before heading into the field. It checks each

Field Sessions & Mid-Transect Resume

Field Work

Field Sessions & Mid-Transect Resume Field sessions are individual work windows that a researcher opens on the mobile app when they begin working on a sampling unit — such as a transect, quadrat, or t

Bootstrap Survey: Record First, Sync Later

Field Work

Bootstrap Survey: Record First, Sync Later Bootstrap Mode lets field researchers record observations, GPS tracks, and photos on mobile without needing a pre-prepared survey package. You go into the fi

Smart Site Intelligence & Estimation

Finance

Smart Site Intelligence & Estimation Smart Estimate analyses your quote's site boundary against a set of environmental intelligence factors and produces an adjusted estimate for field days and reporti

Getting Started with TerraSitu

Getting Started

Getting Started with TerraSitu TerraSitu is a field mapping and note-taking platform designed for ecologists, archaeologists, and field survey professionals. This guide will help you get up and runnin

Quick Start — Australian Ecology & Heritage Consultants

Getting Started

Quick Start — Australian Ecology & Heritage Consultants This guide gets you from signup to your first field survey in under 10 minutes. There are two parallel tracks depending on your discipline — fol

Using Global Search

Getting Started

Using Global Search Global search lets you find any record in TerraSitu instantly — without navigating through menus. Surveys, observations, projects, sites, and customers are all searchable from one

Syncing data to mobile

Getting Started

Syncing data to mobile TerraSitu's mobile app is designed to work offline for days at a time. Before heading to the field, sync your assigned surveys to download everything you need. When you return,

How do I set up a transect survey for vegetation monitoring?

How Do I

How do I set up a transect survey for vegetation monitoring? Transect surveys are one of the most common structured methods for vegetation assessment. This guide walks through setting up a belt transe

How do I record archaeological contexts and finds?

How Do I

How do I record archaeological contexts and finds? Archaeological recording in TerraSitu supports both surface and subsurface assessment workflows. This guide covers setting up a context-based recordi

How do I import a Shapefile of my site boundary?

How Do I

How do I import a Shapefile of my site boundary? Most projects start with an existing site boundary — from a client, a government dataset, or a previous survey. This guide covers importing that bounda

How do I generate a species observation report?

How Do I

How do I generate a species observation report? Species observation reports compile all fauna and flora records from a survey into a structured summary suitable for client deliverables and regulatory

How do I manage the photo register for an excavation?

How Do I

How do I manage the photo register for an excavation? Archaeological excavations require a rigorous photo register — a numbered log of every photograph taken, with location, subject, direction, and sc

How do I enter an observation manually from the web?

How Do I

How do I enter an observation manually from the web? TerraSitu is designed for mobile-first field data capture, but you can also enter observations directly from the web portal. This is useful for: Re

Importing GeoPackage Files

Map & GIS

Importing GeoPackage Files GeoPackage (.gpkg) is an open, standards-based container format for spatial data based on SQLite. It is widely supported by desktop GIS tools including QGIS, ArcGIS, and Glo

Working with Coordinate Reference Systems

Map & GIS

Working with Coordinate Reference Systems A coordinate reference system (CRS) defines how coordinates on a flat map relate to locations on the curved surface of the Earth. Different CRSes are optimise

Map Workspace

Maps & Layers

Map Workspace The Map Workspace is the full-screen spatial hub in TerraSitu. Access it from the main navigation under Map. Unlike the map tab on individual project, site, or survey detail pages, the w

Importing GIS data

Maps & Layers

Importing GIS data TerraSitu accepts spatial data from most standard GIS formats. Imported layers appear on the map as site context — study area boundaries, heritage zones, vegetation polygons, lot bo

Working with the map

Maps & Layers

Working with the map The map view is the spatial hub of TerraSitu. Use it to visualise site boundaries, GIS layers, and collected observations — and to navigate between survey areas in the field. Navi

Styling GIS Layers

Maps & Layers

Styling GIS Layers Every imported or computed GIS layer can be styled independently — you can control fill colour, stroke width, point shape, labels, and data-driven classification. Styles are saved p

Exporting Map Figures

Maps & Layers

Exporting Map Figures TerraSitu can generate print-ready map figures in PNG or PDF format — suitable for inclusion in reports, permit applications, environmental impact statements, and client presenta

Measuring distances, areas, and bearings on the map

Maps & Layers

Measuring distances, areas, and bearings on the map The measurement tools let you calculate distances along a path, areas within a polygon, and bearings between two points — directly on the map. Measu

Adding government reference layers to your map

Maps & Layers

Adding government reference layers to your map Reference layers are government-published spatial datasets — such as vegetation maps, protected area boundaries, and land parcel (cadastre) data — that y

Coordinate search and display

Maps & Layers

Coordinate search and display TerraSitu provides two coordinate tools: a coordinate search that flies the map to any location you type, and a coordinate display bar at the bottom of the map that shows

Drawing and managing map annotations

Maps & Layers

Drawing and managing map annotations Map annotations are pins, lines, and polygons that you draw directly on the survey map. Unlike imported GIS layers (which come from external files), annotations ar

Downloading Reference Layers for Offline Use

Maps & Layers

Downloading Reference Layers for Offline Use Reference layers — government-published datasets such as vegetation maps, cadastre boundaries, and protected area overlays — normally require an internet c

Creating a Project

Projects

Creating a Project Projects are the main organising unit in TerraSitu. Each project belongs to a customer and contains one or more sites where fieldwork takes place. Setting Up a Project Go to Project

Managing teams and roles

Projects

Managing teams and roles TerraSitu uses role-based access control at both the platform and project level. Getting roles right ensures field researchers can do their work while sensitive project data s

Linear Corridor Surveys

Quoting

Linear Corridor Surveys Linear corridor surveys cover elongated routes rather than discrete areas — road corridors, pipeline easements, fibre optic routes, transmission line clearances, and rail corri

Generating Reports

Reports

Generating Reports TerraSitu provides multiple ways to export and report on your field data. Data Export Export your data in various formats from any level of the hierarchy (project, site, or survey):

Creating Map Templates for Reports

Reports

Creating Map Templates for Reports Map templates let you define a reusable map layout — page size, extent, which layers to include, cartographic elements like scale bar and legend — and apply it to an

AI Report Section Drafting

Reports

AI Report Section Drafting Overview AI Report Section Drafting generates first drafts of report sections using your project's actual observation data. Instead of starting from a blank page, you get a

Using the Report Editor

Reports

Using the Report Editor The report editor lets you write professional, formatted content for each section of your report. It supports rich text formatting, tables, and cross-references. Getting Starte

Report Structure and Layout

Reports

Report Structure and Layout Reports in TerraSitu are structured documents with configurable page layout, body and appendix sections, and export options. This article explains how to control the struct

Template Library

Reports

Template Library The Template Library is a curated collection of pre-built report templates for common regulatory assessments used in Australian environmental and heritage consulting. Instead of build

Submitting Observations

Surveys

Submitting Observations Observations are the core data unit in TerraSitu. Each observation captures location, time, photos, and structured form data collected in the field. Using the Mobile App The mo

Building observation forms

Surveys

Building observation forms The Form Builder lets you design the data collection forms that field researchers fill out on their mobile devices. Every survey has one form template — build it carefully,

Form Template Library

Surveys

Form Template Library The Form Template Library is your organisation's collection of reusable form templates. It includes discipline-specific system templates provided by TerraSitu, as well as custom

Survey methods

Surveys

Survey methods Survey methods define how data is collected in the field — whether observers work freely across a site or follow a structured spatial grid. Choosing the right method ensures your sampli

End-to-end workflow overview

Workflows

End-to-end workflow overview TerraSitu supports the complete field data lifecycle — from project planning through field collection to reporting. This overview shows how the pieces fit together. ``merm

Project setup workflow

Workflows

Project setup workflow Setting up a project in TerraSitu follows a clear hierarchy: create the customer, create the project, add sites, and configure surveys at each site. ``mermaid flowchart TD A

Trip planning workflow

Workflows

Trip planning workflow Trip plans document multi-day field expeditions — who is going, when, what surveys will be completed, and the logistics required to get there safely. ``mermaid flowchart TD

Field data collection workflow

Workflows

Field data collection workflow TerraSitu's mobile app is designed to work offline for days at a time. This workflow covers the complete cycle from downloading data to syncing it back. ``mermaid flowch

QA review workflow

Workflows

QA review workflow After field data is synced, the QA review process ensures observations are complete, accurate, and ready for reporting. ``mermaid flowchart TD A[Observations Synced] --> B[Open