Report Name: Survey Results (By Survey Type) II (example)
File Name: EarthSoft.Reports.Library.175776.dll
Dependencies: Licensed Alive Module and Alive Schema
Software: EQuIS Professional, EQuIS Alive, EQuIS Enterprise
Source: EQuIS Professional install (Alive Module)
Language: English
Output Type: Report Grid1
Description: In EQuIS Professional, this report prompts the user to select the survey type of interest prior to opening, and uses this selection to determine the available parameters that display. The Survey Type is appended to the end with two dashes ([Report Name]--[Survey Type]) to enable use of the report in Enterprise with the correct naming convention.
Installation Instructions: This report requires a licensed EQuIS Alive Module and the Alive Schema applied to the database. The report is included in the EQuIS Professional install when the Alive Module feature has been enabled during installation. For more information see: Alive Installation.
Due to the custom nature of this report, publishing it to the database involves the special steps explained below. This is required for use of the report in Enterprise*.
•Open the Survey Results (by Survey Type) II Report in EQuIS Professional.
•In the popup window that opens, select the desired Survey Type and check the option to "Publish Report As".
•Update the default report name to show in the report menu as desired and select OK.
•At this point, the report must be run for it to save to the database.
•A report of the selected Type will be published to the ST_REPORT and ST_REPORT_PARAMETER tables. The ST_REPORT.REPORT_NAME column populates with the survey type value prefixed with "SurveyResultsByTypeII--”.
Note: The newly published Survey Results report will not be automatically opened. Please be sure to run the newly published Survey Results report from the Open window.
Note: Only one report can be published per survey type. If you attempt to publish the Survey Results (by Survey Type) II Report for a survey type that already has been published under a new name, no changes will be saved.
*The EarthSoft.Reports.Library.175776.dll file must be in the Enterprise bin folder for this report to run in EQuIS Enterprise.
Overview:
The parameters are based on the custom fields that were selected for the survey type. These fields come from the RT_PARAMETER table and are associated with the table as a group in the RT_GROUP and RT_GROUP_MEMBER tables. The output is raw survey results with the custom field values also being returned.
Tables: DT_SUBFACILITY, RT_TAXONOMY, DT_PERMIT, DT_SURVEY, DT_SURVEY_OBSERV
Report Parameters
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Survey
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Subfacility
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Section for selecting individual and group subfacilities as well as whether or not to include child subfacilities, reamp codes and permit number.
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Permit Number
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See DT_PERMIT and DT_PERSON Output Table fields below.
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Individual(s)
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Parameter for individual subfacility selection.
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Group(s)
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When a Permit Number is selected, the Survey/Subfacility/Group(s) GROUP_CODE in RT_GROUP must have the same value as RT_PERMIT.PERMIT_NUMBER as the permit selected in order to appear in the selection list.
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Remap Code
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Remap code selection. Defined in the RT_REMAP_DETAIL table, where associated RT_REMAP.remark =[SURVEY_TYPE].
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Include child subfacilities?
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Defaults as Yes
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EBATCH
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Parameter for selecting a specific EDD.
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Date Range
Season
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Start Date
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End Date
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Section for selecting the Season, Survey Start Date and Survey End Date. The season applies to the RT_REMAP and RT_REMAP_DETAIL tables, where REMAP_CODE='SEASON’ and INTERNAL_VALUE is month number.
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Habitat(s)
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Parameter for selecting habitat(s).
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Include surveys without observations
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TRUE (Checked) = All surveys will be shown, even those without associated observations in the DT_SURVEY_OBSERV table.
FALSE (Unchecked) = Only survey will be shown with associated observations in the DT_SURVEY_OBSERV table.
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Observation
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Subfacility
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Section for selecting individual and group subfacilities as well as whether or not to include child subfacilities.
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Taxonomy
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Select taxonomy ranks to include (selecting a parent rank will also include all children).
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Taxonomy Parameter Code
(Inclusive – All Data)
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(Inclusive – All Data) Option appends the associated Taxonomy Parameter to the output table, even if no data exists for the observations shown. Cannot select both inclusive and exclusive at the same time.
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Taxonomy Parameter Code
(Exclusive – Filter Data)
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(Exclusive – Filter Data) Option appends the associated Taxonomy Parameter to the output table and only shows observation rows if Taxonomy Parameter data exists for the observations shown. Cannot select both inclusive and exclusive at the same time.
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Categories
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Select all or individual categories.
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Condition(s)
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Select all or individual conditions.
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Gender(s)
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Select all or individual genders.
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Life Stage(s)
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Select all or individual life stages.
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Quantity Estimated
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Select blank for all, Y for only estimated quantities, or N for exact quantities only.
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Evidence Only
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Select blank for all, Y for observations where only evidence was found, or N for only visual observations of the animal.
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dt_survey>
[Survey Type]
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Additional parameters based on Alive Observation Parameter Group defined in RT_SURVEY_TYPE.OBSERV_PARAM_GROUP_CODE, which links to a group of the parameters in the RT_GROUP table.
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dt_survey_observ>
[Survey Type]
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Additional parameters based on Alive Survey Group defined in RT_SURVEY_TYPE.SURVEY_PARAM_GROUP_CODE, which links to a group of the parameters in the RT_GROUP table.
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Additional Fields
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SURVEY:
DT_FACILITY, DT_FILE, DT_GEOGRAPHY, DT_SPATIAL_EXTENT, DT_SUBFACILITY, DT_SURVEY, DT_TASK, RT_HABITAT, RT_SURVEY_TYPE
OBSERV:
DT_FILE, DT_GEOGRAPHY, DT_SAMPLE, DT_SPATIAL_EXTENT, DT_SUBFACILITY, RT_GENDER, RT_LIFE_STAGE, RT_TAXONOMY, ST_EDD_BATCH
PERMIT:
DT_PERMIT, DT_PERSON, RT_COMPANY
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Report Output
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Output Column
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Source
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Notes
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facility_id
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DT_FACILITY
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survey_id
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DT_SURVEY
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permit_number
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DT_PERMIT
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Only shown if a permit is selected.
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permit_name
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DT_PERMIT
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Only shown if a permit is selected.
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executive_name
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DT_PERMIT
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Only shown if a permit is selected. This name is used to populate the DT_PERSON fields below.
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title
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DT_PERSON
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Only shown if a permit is selected.
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phone_number
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DT_PERSON
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Only shown if a permit is selected.
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permit_category
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DT_PERMIT.CUSTOM_FIELD_3
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Only shown if a permit is selected.
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effective_date
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DT_PERMIT
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Only shown if a permit is selected. The report will use this as a date filter if more restrictive than the Survey Date.
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expiration_date
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DT_PERMIT
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Only shown if a permit is selected. The report will use this as a date filter if more restrictive than the Survey Date.
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permit_type
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DT_PERMIT
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Only shown if a permit is selected.
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permit_company_code
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DT_PERMIT
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Only shown if a permit is selected. References RT_COMPANY.
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issuing_agency
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DT_PERMIT
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Only shown if a permit is selected
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subfacility_code
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DT_SURVEY
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References DT_SUBFACILITY.
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subfacility_name
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DT_SUBFACILITY
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subfacility_type
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DT_SUBFACILITY
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References RT_SUBFACILITY_TYPE
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task_code
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DT_SUBFACILITY
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References DT_TASK
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county
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DT_SUBFACILITY
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state
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DT_SUBFACILITY
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References RT_STATE
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ebatch
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DT_SURVEY
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edd_file
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ST_EDD_BATCH
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survey_coord_type_code
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DT_SPATIAL_EXTENT
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Joins based on SPATIAL_EXTENT_ID. References RT_COORD_TYPE.
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survey_x_coord
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DT_SPATIAL_EXTENT
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Joins based on SPATIAL_EXTENT_ID.
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survey_y_coord
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DT_SPATIAL_EXTENT
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Joins based on SPATIAL_EXTENT_ID.
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survey_z_coord
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DT_SPATIAL_EXTENT
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Joins based on SPATIAL_EXTENT_ID.
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survey_type
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DT_SURVEY
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References RT_SURVEY_TYPE
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survey_date
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DT_SURVEY
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survey_end_date
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DT_SURVEY
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SEASON
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RT_REMAP_DETAIL
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habitat_code
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DT_SURVEY
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References RT_HABITAT
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surveyor
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DT_SURVEY
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action_taken
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DT_SURVEY
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remark
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DT_SURVEY
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[Custom Survey Fields]
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RT_GROUP_MEMBER
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As defined in the survey definition, Survey group (ASPG).
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survey_observ_id
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DT_SURVEY_OBSERV
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category
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DT_SURVEY_OBSERV
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observ_number
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DT_SURVEY_OBSERV
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taxonomy_code
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DT_SURVEY_OBSERV
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References RT.TAXONOMY. As defined in the survey definition, Taxonomy group (ASTG).
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common_desc
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RT_TAXONOMY
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sci_desc
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RT_TAXONOMY
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gender_code
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DT_SURVEY_OBSERV
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References RT_GENDER.
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life_stage_code
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DT_SURVEY_OBSERV
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References RT_LIFE_STAGE.
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observ_time
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DT_SURVEY_OBSERV
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DateTime field.
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quantity
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DT_SURVEY_OBSERV
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qty_estimated
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DT_SURVEY_OBSERV
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evidence_desc
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DT_SURVEY_OBSERV
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evidence_only
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DT_SURVEY_OBSERV
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condition
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DT_SURVEY_OBSERV
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observ_subfacility_code
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DT_SURVEY_OBSERV
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coord_type_code
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DT_SPATIAL_EXTENT
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Joins based on SPATIAL_EXTENT_ID. References RT_COORD_TYPE.
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x_coord
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DT_SPATIAL_EXTENT
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Joins based on SPATIAL_EXTENT_ID.
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y_coord
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DT_SPATIAL_EXTENT
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Joins based on SPATIAL_EXTENT_ID.
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z_coord
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DT_SPATIAL_EXTENT
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Joins based on SPATIAL_EXTENT_ID.
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observ_action_taken
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DT_SURVEY_OBSERV
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observ_remark
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DT_SURVEY_OBSERV
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observ_sample_code
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DT_SAMPLE
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Displays the sample’s associated SYS_SAMPLE_CODE based on the associations in either AT_SAMPLE_OBSERV or AT_SUBFACILITY_LOCATION.
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[Custom Observation Fields]
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RT_GROUP_MEMBER
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As defined in the survey definition, Observation Group (AOPG).
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[Taxonomy Parameters]
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RT_TAXONOMY_PARAMETER
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[Additional Fields]
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