How to Set Up a Wetland Project

In order to collect and export data using the US Army Corps of Engineers Wetland Determination Data Forms for your region, use these steps.

Start a project, copy the correct USACE Regional form from the Wildnote Library, add your default information, invite your teammates, collect data, use the editable grid for QA/QC and export right into the approved formatted report.

This article details the following steps:

  • Set up your New Wetland Project
      Complete the Project Information (State and Region)
  • Edit the Wetland Survey Form Template
      Define Default Answers (those questions that have the same answer on each data sheet)
  • Assign Members
  • Collect Data
  • Export your Wetland Report
  • Export optional Wetland Photo Report

Set Up the New Wetland Project

Log into Wildnote on the web app. Click the green NEW PROJECT button. For detailed steps you can refer to this short video, "Videos: Project Set Up." If you don't see the NEW PROJECT button, contact your company administrator. You must have Project Admin rights on at least one project in order to start a new project. 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. Set the Project type as Wetland Delineation
  3. Leave the Status as active.
  4. For Location label, put "Sample Point
  5. Choose State and Wetland region
  6. Click SAVE to access the rest of project set up.

Pick a Wetland Survey Form Template from the Wildnote 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. Go to PROJECT ADMIN > SURVEY FORMS
  2. Click the WILDNOTE LIBRARY tab
  3. Go to the Wetland section and check the box next to the regional form you wish to copy to your Company Library and Project Library. 
  4. Click the purple COPY TO PROJECT button and the system will create a duplicate of the library template and place it in your project.
  5. Once the duplication is complete, you can find the survey form under PROJECT ADMIN > SURVEY FORMS.

Rename Your New Survey From

We recommend that you rename the survey form to a name that reflects the project name as this form will contain default information that is project specific. Taking the time to do this step will help keep your Company Library organized so you can easily see which survey forms goes to which project.

  1. Go to PROJECT ADMIN > SURVEY FORMS
  2. Click the edit pencil on the far right.
  3. Click on the SURVEY FORM DETAILS tab.
  4. Change the name.

Define Default Answers on the Survey Form Template


To save time in the field, you may specify default answers to auto-populate each time a new survey is started.

  1. Go to PROJECT ADMIN > SURVEY FORMS
  2. Click the edit pencil on the far right.
  3. You will be in the SURVEY FORM LAYOUT tab of the form builder.
  4. Expand all questions by clicking EXPAND QUESTIONS on the top left of the screen.
  5. Click the green EDIT button to the far right of the question you wish to edit. 
  6. Enter the Default Answer.
  7. Click SAVE.
  8. For example, you probably know the Project/Site name, so this can be added in advance. You also probably know the City/County, State, Plot Sizes etc. Just look for the question text in the first column and follow the above steps to make field work easier.

Assign Members

Assign team members to your project from PROJECT ADMIN>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 by sharing this document, Wildnote Quick Start for Mobile Users.

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.

Use the Editable Grid for Easy QA/QC

Once your data has been synced to the cloud, it is available for QA/QC. There are a couple of ways that seasoned Wildnote wetland users go about this. If you want to see your data in the familiar USACE format, then jump to the next section and learn how to export your data.

If you prefer to look at your data in a grid format and see data from more than one form at a time, then use our Editable Grid feature. 

  1. Go to PROJECT ADMIN>EDITABLE GRID
  2. Choose your survey form from the drop down list in the top left corner.
  3. All of your data will appear in grid style. The wetland forms are build in sections, and those sections appear as tabs in the Editable Grid.
  4. You can resort your data alpha-numerically A-Z and Z-A by clicking on any of the column headers.
  5. The Survey ID is a hotlink that will open that survey in editable view in another tab.
  6. Single and Multi-line text data is editable directly in the grid by double clicking the text (or the blank area where you know text would be), making your changes, and hitting the enter key. Text data is data that you would have entered using the keyboard, such as comments etc. Other types of data such as numbers, locations, single and multi-choice questions must be edited in each individual data sheet.

Export your Wetland Report

The Wetland package includes the exact US Army Corps of Engineers Wetland Determination Data Form PDF export. To export the report:

  1. GO TO>PROJECT DATA > EXPORT
  2. Scroll towards the bottom of the export list and select the Wetland Determination export type.
  3. Select the Survey Form template and date range. You can run a bulk export this way.
  4. Choose Sort Surveys>Sample Point (Note: the label may be different)
  5. Click PREVIEW REPORT.
  6. Review your data. 
  7. Click EXPORT TO PDF. Many users will run a preliminary export to PDF and use that in conjunction with the Editable Grid for QA/QC.

Export your Wetland Photo Report

The Wetland package also includes a Wetland Photo Export report builder.

  1. GO TO>PROJECT DATA > EXPORT
  2. Scroll towards the bottom of the export list and select Wetland Photo Export.
  3. Select the Survey Form template and date range.
  4. Choose Sort Exported Report By>Sample Points (Note: the label may be different)
  5. Set the other parameters to meet your report needs.
  6. Click GO TO REPORT BUILDER.
  7. Once you are in the builder, you can add additional optional narrative text at the beginning and/or end of the photo report. You can also choose what photos to include. The sample point ID and date are included with the photo.
  8. Update your photo captions as needed. Note: changes to the captions are only reflected in this report and do not change the underlying data.
  9. Click PREVIEW REPORT, and if satisfied, click EXPORT TO PDF.