In order to collect and export data using the US Army Corps of Engineers Wetland Determination Data Forms for your region, you will: select your regional form, set up sampling point locations in advance, specify the appropriate taxonomy list based on your region or state, and further streamline your fieldwork by setting up default answers so that your data collectors can breeze through their surveys.

This article details the following steps:

  • Set up the New Wetland Project
      Complete the Project Information (State and Region)
      Set up Project Locations (or Sample Points) if desired
  • Pick your regional Wetland Survey Form Template from the Library
  • Edit the Wetland Survey Form Template
      Define Default Answers
  • Assign Members
  • Collect Data
  • Export your Wetland Report

Set Up the New Wetland Project

To get started you create a project in the standard Wildnote fashion. From your PROJECTS view, click the green NEW PROJECT button. For detailed steps you can refer to this short video, "Videos: Project Set Up." The instructions that follow describe how to set up the added functionality for Wetland Projects.

Complete the Project Information

Under GO TO>PROJECT ADMIN>INFO, set up the following:

  1. 'Name' your project. 
  2. Leave the 'Status' as “active.”
  3. 'State' and 'Wetland region' enable proper mapping of regional indicator status for the plants for report exports.
  4. To clarify your use of 'Location label' we suggest you set the label to the term used in your company. For example, you may call it "Sample Point".
  5. Click SAVE to access the rest of project set up.

Set Up Project Locations (or Sample Points) in advance - OPTIONAL

While you can assign your sample point names on the fly in the field (library survey form version 3.1 or above), you also might wish to set up that list of sample point names in advance. Follow the steps below if you wish to do that, or skip to the next section.

By setting up project locations (sample points) in advance, you enable your team to use consistent references as well as allowing the Wildnote system to automatically incorporate that location information in the survey form file name. (For more details on the functionality see, "Utilize the Power of Project Locations.")

It is key to set up the sample points before your team goes out in the field so that when each survey form is saved, the corresponding sample point name is incorporated into the file name while working offline. This will allow you to easily reference and find data in a previously saved survey form while in the field working offline. It is unlikely that you will know the exact number of sample points you will be testing for a wetland delineation project, so the best practice is to create more sample points than you will actually need, as there is no way to add them on the fly without internet connection.

  1. Go to the PROJECT ADMIN > LOCATIONS (or SAMPLE POINTS) and enter the items for your list.
  2. Complete the additional metadata for each location if needed. It is only necessary to fill in the 'Name' field. Note that the list will automatically sort alphanumerically. If you want to sort by numbers, make sure into include a leading "0" as in "01".
  3. Click SAVE.

PRO TIP: If you have a long list of locations, you can import those with an excel or cvs file. Click the green IMPORT LOCATIONS button and follow the instructions.

Pick a Wetland Survey Form Template from the Library

Working with Wetland delineation subject matter experts, the Wildnote team has created the US Army Corps of Engineers Wetland Determination Data Forms for all 10 United States regions . All you need to do is select the form based on your region.


  1. Click the NEW SURVEY FORM FROM LIBRARY button and choose the Wetland survey for your region. 
  2. Click COPY THE SELECTED SURVEY FORM(S) and the system will create a duplicate of the library template and place it in your organization's library.
  3. If you wish, rename the survey template under the SURVEY FORM DETAILS tab.
  4. Select the project(s) you want to link to by checking the relevant box(es).
  5. Click SAVE.

Edit the Wetland Survey Form Template

Define Default Answers

To save time in the field, you may specify default answers.

Click EDIT next to the desired question.

  1. Enter the 'Default Answer.'
  2. Click SAVE.

Assign Members

Assign team members to your project from the MEMBERS tab. If you do not see a team member in the list you will need to "Invite a Team Member to your Company Projects."

Collect Data

Before your team goes out in the field make sure they are set up, "Getting Started with the Mobile App."

PRO TIP: Have each member run through a complete survey before they go out in the field. Walking through the steps in the office gives them a chance to ask questions which will save valuable time in the field.

Export your Wetland Report

The Wetland package includes the exact US Army Corps of Engineers Wetland Determination Data Form PDF export. Upon export, the wetland indicator statuses for all plants will be populated on the report, as well as the wetland plant calculations. To export the report:

  2. Scroll towards the bottom and select the "Wetland Determination" report for the desired region.
  3. Select the Survey form template and Date Range. You can run a bulk export this way.
  4. Filter by Location (or Sample Point) if desired. 
  6. Review your data including the indicator statuses and calculations. Based on these results, go back to your survey form and complete the 'Summary of Findings', make any other corrections and rerun the export. Once satisfied go to step 7.
  7. Click EXPORT TO PDF.

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