FAQ¶
Use this FAQ for quick answers to common OneSurvey workflow questions. For full steps, use the linked feature pages.
Quick Links¶
- Access and Login
- Sites and Floor Plans
- Survey Canvas and Documentation
- Assignments, Tickets, and Work Tracking
- Site Data and Reports
- Mobile and Field Use
- Need More Help
Access and Login¶
How do I get access to OneSurvey?
OneSurvey access is invitation-based. A manager or owner adds you from the Users page and sends your invite email. After you accept the invite and complete first-time setup, you can sign in and start working in your assigned sites.
I did not receive my invite, or my invite link expired. What should I do?
First check spam or junk folders. If the email is not there, or the link is expired, ask your manager or owner to resend the invitation from Users. If a link was revoked, a new invite is required.
How do I reset my password?
From the login screen, select Forgot Password and submit your email. Use the reset link from the email to set a new password, then sign in again. If the email does not arrive, ask your manager or owner to confirm your account status.
Why do I see different menus than my teammate?
Menu visibility depends on role, seat type, and site-level access. Two users can be on the same site and still see different options if permissions differ. This is expected and keeps actions aligned to each user’s responsibilities.
Sites and Floor Plans¶
How do I create a new site?
Go to Sites and use Add Site to create the site workspace. Add core details first, then assign team members and start floor plan setup. If the create action is missing, your current access may not include site creation.
What floor plan file types can I upload?
You can upload common image formats and PDF files for floor plans. In most workflows, teams use PNG/JPG for single plans and PDF for multi-page plan sets. Keep files clear and readable so element placement and field documentation stay accurate.
Can I upload a multi-page PDF and create multiple surveys?
Yes. During upload, select the pages you want to include and OneSurvey creates a survey for each selected page. This is useful when one site has multiple floors, wings, or system layouts in one PDF.
Why do I need to set scale before uploading?
Scale connects plan pixels to real-world distance, which keeps measurements meaningful across your workflow. It affects distance-based review like path lengths and coverage tuning. Setting scale upfront avoids rework later in camera placement and field validation.
Can I update the floor plan or re-scale later?
Yes. You can replace the survey background and update scale when a revised drawing is issued. After changes, recheck key placements so element context and distance-based views remain accurate.
Survey Canvas and Documentation¶
What is the fastest way to place many elements?
Use Favorites plus drag-and-drop from the element library. Place elements in batches by area, then fill in details from the Element Sidebar. This works well for camera and device layouts across large floor plans.
What is the difference between Universal Elements and My Library?
Universal Elements are shared standard element types available across your organization. My Library contains organization-specific element types used for your own standards or customer needs. Most teams use both together in the same survey workflow.
When should I use Drawings and Walls instead of placed elements?
Use placed elements for trackable assets (like cameras or devices) that need status, assignments, tickets, and data fields. Use Drawings and Walls for visual context, structural markup, and planning notes. In practice, teams combine both for clear design intent and handoff.
Where do I update element details like FoV, status, assignments, and tickets?
Select an element on the canvas to open the Element Sidebar. Use its menus to update coverage, field details, work tracking, and related actions in one place. This keeps element-level context tied to the exact location on the floor plan.
What is the best way to attach photos and comments to the right element?
Select the element first, then add photos and comments directly from that element’s workflow. This ensures evidence is tied to the correct asset and location. Use Gallery later for site-level review and sharing.
Assignments, Tickets, and Work Tracking¶
What is the difference between Assignments and Tickets?
Assignments are planned, owned tasks for execution work. Tickets are issue tracking records for problems, service requests, and follow-up. A common pattern is to capture a field issue as a ticket, then convert to an assignment when work ownership is defined.
Can I convert a ticket into an assignment?
Yes. Open the ticket detail panel and use Convert to Assignment. The resulting assignment stays linked so your team can track issue context and execution progress together.
Where do I see work assigned to me?
Use My Assignments for your task queue across sites. In site context, also use the Assignments tab for local planning and status checks. If you work issues, use ticket filters to focus on your own tickets.
Site Data and Reports¶
When should I use Site Data vs Reports?
Use Site Data for live validation, filtering, and cleanup before handoff. Use Reports when you are ready to generate deliverables for stakeholders. A reliable workflow is: validate in Site Data first, then generate and export.
Which report type should I choose?
Choose by outcome: Bill of Materials for quantity totals, Element Information for asset fields, and Floor Plan or Photo Report for visual deliverables. Teams often generate more than one report type for design review and final handoff. Pick the output your audience needs first, then add supporting reports.
Why is my report not showing up yet?
Reports are queued and generated server-side, so larger sites can take longer. Wait briefly, refresh the Reports tab, and confirm you are in the correct site and report view. If it still does not appear, regenerate and confirm your selected configuration.
Mobile and Field Use¶
What can I do on mobile vs desktop?
Desktop is best for planning-heavy work and broad site administration. Mobile is optimized for in-field updates like survey review, photos, assignments, and tickets. Teams commonly plan on desktop, then capture and update from phone or tablet on site.
Can I capture field updates on mobile and finish review on desktop?
Yes. OneSurvey supports cross-device workflows so mobile capture and desktop review stay in one connected record. This is a standard handoff pattern for field teams documenting progress during installation and review teams finalizing quality checks at a workstation.
Need More Help¶
- Contact support: https://www.onesurveyapp.com/contact
- Ask your manager or owner to confirm role and seat access if a feature is missing.
Related Pages¶
Need More Help?
Contact the OneSurvey team if you need guided setup or troubleshooting support.