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Creating a Survey

How to create a site survey, upload reference photos, and assign it to a contractor.

3 min readUpdated May 31, 2026organiser

Organisers create surveys from the Surveys tab within an event. Each survey represents a specific area or task that a contractor will document in the field.

Steps

  1. Open your event and navigate to the Surveys tab.
  2. Click New Survey.
  3. Enter a Name for the survey (e.g. "North Entrance Measurement").
  4. Select or type a Location. If the location doesn't exist yet, typing a new name will create it automatically.
  5. Optionally upload Reference Photos — up to 10 photos of the area. These give the contractor visual context for what to measure or document.
  6. Optionally Assign the survey to a contractor. You can also assign later from the survey detail page.
  7. Click Create Survey.

Enable the Create another toggle to keep the form open after submission. The location field stays pre-filled for convenience when creating multiple surveys in the same area.

Choosing a sign type

Under the Advanced section of the create form, you can choose a sign type for the survey. If that sign type has structured survey questions, a snapshot of those questions is attached to the survey at creation time — so later edits to the sign type won't change surveys that are already in progress. If you don't choose a sign type (or the type has no questions), you get a basic survey with photos and notes only.

Each survey is also given a survey number — assigned automatically and unique within the event. The event can have an optional prefix applied to these numbers, and you can override a survey's number if you need to.

To build the questions a sign type offers, see Building survey questions.

Reference photos

Reference photos are images you upload during survey creation (or from the detail page afterwards). Contractors can annotate these directly in the field — adding measurements, notes, and markup without needing to take a new photo.

  • Supported formats: JPEG, PNG, HEIC, WebP
  • Maximum file size: 20 MB per photo
  • Maximum 10 photos per survey (across both organiser and contractor uploads)

Assigning to a contractor

When you assign a survey, the contractor sees it in their mobile app under the event's Surveys section. The survey status changes to In Progress automatically.

The assigned contractor must have an active survey pass (or the org must have the dev toggle enabled). See Managing Survey Passes.

Editing and deleting

  • You can edit the survey name and location at any time.
  • Surveys can only be deleted when in Pending status and no contractor work has been started (no contractor photos or annotations).

Related

Creating a Survey — Help Centre | Signplanr