PNW Bumble Bee Atlas
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      • Point Surveys
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        • Survey 123
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Using the Survey123 Mobile App to Collect and Submit Habitat Data

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Survey123 field app
You can use the Survey123 field app to fill out or edit the habitat survey. Once it is set up, you can use this out in the field - even without cellular service, and submit the data directly from the field (or once you return to cellular service).

Steps to Download the Survey to your mobile device:
1. Download and install the Survey123 field app from ESRI - links to the various platforms to the right or below. 
2. After the app is installed, using your mobile device click on this link: https://arcg.is/0ym5Gr
3. The survey should open in the app on your device and automatically download (You may need to click/tap Open in Survey123).
4. You do not need to create an account so do not sign in unless you already have an ArcGIS online corporate account. A personal account may prevent access to the survey.
5. Now you should be ready to use the app either when online - or offline.
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Figure 1 (click for more detail)
Once you've downloaded the survey you should see a screen similar to Figure 1. Fill this out as you normally would - either from your data sheet, or directly in the field.

If you want to save these answers as favorites before you submit (so you can reuse these answers in future surveys) tap the upper right menu ≡ to set the existing answers as your favorite answers. This will allow you to save some information to automatically fill in when doing future surveys (see Favorite Answers below)​.

To submit your survey, click the check mark in the bottom right. To close your survey, click the X in the upper left. This will give you the option to save your survey as a draft or to discard the information.



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Figure 2: Outbox (Click for more detail)
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Figure 3: Sent (Click for more detail)
From the home screen:
  • Click Collect to start a new survey.
  • Click Drafts to see surveys that you have started, but not submitted (you will only see this if you have unsubmitted surveys).
  • Click Outbox to send surveys that you completed but did not send (i.e. you were out in the field without cell service, or did not want to use your data plan to submit).
  • Click Sent (see Figure 3) to see surveys that you have already submitted (you will only see this if you have submitted surveys). Here you can make copies of surveys that you have already submitted--this will copy the information you submitted (location, plants, etc.) and let you edit the information for a new survey. This is handy if you repeat a survey at the same location on a different date—or on the same date in a similar habitat, etc.. You should have an option to edit submitted surveys as well.

Favorite Answers
After you've entered answers into the Survey123 field app, you can save these answers to use in subsequent surveys by setting your favorite answers.
  1. Using the menu ≡ in the upper right corner, you can set the current state of your survey to act as your favorite answers. 
  2. Once you've set your favorite answers, you can insert them into new surveys by opening the menu ≡ and clicking Paste answers from favorite. This will enter your favorite answers into your new survey.
  3. If at any time you need to change your favorite answers, enter them into your current survey and click Set as favorite answers. If you find yourself entering repetitive information in a field, you can use your current answers to prepopulate subsequent surveys. The survey that you use to set your favorite answers will be marked with a star.

Project Partners

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Supported with funding from:

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About the Pacific Northwest Bumble Bee Atlas
The PNW Bumble Bee Atlas is a collaborative effort between the Washington Department of Fish and Wildlife, the Idaho Department of Fish and Game, The Xerces Society for Invertebrate Conservation, Oregon State University, and the Oregon Department of Agriculture to track and conserve the bumble bees of Oregon, Washington and Idaho.
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All photography by The Xerces Society, unless otherwise noted.
  • Bumble Bee Atlas
    • About
  • Get Involved
    • The Basics
    • Instructions
    • Adopt a Grid Cell
  • Data
    • Bumble Bee Data
    • Habitat Data Entry
    • Data Entry Help
    • Highlights
    • Explore Data
  • Resources
    • Key Resources
    • Participant Handbook
    • FAQs
    • Requirements
    • Events
    • Survey Protocols >
      • Point Surveys
      • Roadside Surveys
      • Habitat Surveys >
        • Survey 123
      • Incidental Surveys
    • Photography Tips
    • Gallery
    • OR Bee Project
  • PNW Bumble Bees
    • Species Illustrations
    • Profile Pages
  • Training Modules