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.
flowchart TD
A[Create Customer] --> B[Create Project]
B --> C[Add Sites]
C --> D[Create Surveys]
D --> E[Configure Form Templates]
D --> F[Configure Survey Method]
D --> G[Assign Team Members]
E --> H[Bundle Survey Packages]
F --> H
G --> H
H --> I[Ready for Field Work]
style A fill:#2D6A4F,color:#fff
style I fill:#2D6A4F,color:#fff
Step-by-step
1. Create a Customer
Customers are your billing clients. Go to Customers in the sidebar and click New Customer. Enter the organisation name, contact details, and billing reference.
2. Create a Project
Under the customer, create a project. Set the project name, start/end dates, timezone, and budget. The project timezone controls how timestamps are displayed across all platforms.
3. Add Sites
Sites are the physical locations where fieldwork occurs. Each site can have a boundary (drawn on the map or imported from GIS data) and GIS reference layers.
4. Create Surveys
Each survey belongs to a site and represents a specific data collection activity. Set the discipline type (e.g. Ecology, Archaeology), configure the survey method (transect, quadrat, etc.), and build the observation form template.
5. Assign Team Members
Assign field researchers to surveys they'll work on. Only assigned users can download survey packages to their mobile devices.
6. Bundle Survey Packages
Survey packages bundle everything a field researcher needs for offline work: form templates, GIS layers, map tiles, sampling units, and species data. Click Bundle Package on the survey detail page.
7. Ready for field work
Once packages are built, field researchers can download them to their mobile devices and head to the field.