Forms, Deployments & Policy

The server is where you decide what every phone carries and how it behaves. You set it once and it applies to the whole crew.

Forms and layers

Write them on the Forms & layers page, paste them in from a spreadsheet, or copy them out as CSV. If a change would break later deliveries, the server refuses it when you save, so you find out at the desk and not in the field.

Forms & layers. Drafts stay here until you publish them in a deployment.

Editing a layer: its fields, which are required, and the choices for a list.

Deployments

A deployment is one package for the phones. Forms and layers, basemaps, reference layers, geofences, landmarks and destinations all travel together.

A new deployment: pick the audience, tick what goes in the package, and check the summary on the right.

Pick the audience. Publish to the whole site, to a team, or to chosen phones. You can see each phone’s receipt.
Lock the forms. If the deployment locks them, surveyors cannot change your organisation’s layers.

A published deployment with its receipts, one line per phone, and the history of who published it and when.

The deployed forms in the phone's Library.

Policy

These settings each take a value, and each can be locked: the accuracy floor, GPS averaging, the coordinate format, units, the export coordinate system, photo quality, and the watermark.

Without a lock, it is a starting point. The phone applies the value once and the surveyor can change it afterwards.
With a lock, it stays. A locked control stays on screen, greyed out, with a padlock and a sentence naming your organisation.
Defaults only get tighter. The organisation sets a default. A site can add locks but can never undo one.

Policy, Media tab: each setting has a value, a lock switch, and a line saying what happens on the phone.

Policy, Watermark tab: the stamp's text, placement and map overview, each with its own lock.

Policy, Delivery & positions tab: how often phones report their position and when they send their surveys.

What you can lock

Restriction	What it does
Watermark	Locks the on and off switch alone, or the whole stamp.
Delivered work	Makes a survey read-only on the phone once it has been delivered.
Export and share	Allowed, allowed for stamped photos only, or not at all.
Pausing	Stops the surveyor pausing the track during a survey.
Deployed items	They stay on the phone until your organisation removes them.
GPS averaging	Makes averaging compulsory for every point.
Video	Allowed or not, and the longest length it may have.
Trash period	How long deleted items are kept.

Every restriction ends when the phone leaves the organisation.