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# Project Portal - Surveyor Guidance

# Surveyor Guidance

The Surveyor Guidance feature allows bespoke text to be assigned at asset level, which will show in the mobile app when a surveyor captures an asset. This can be used to ensure consistency of approach between surveyors, and help them understand the requirements for data capture. 

![Surveyor Guidance](https://storage.crisp.chat/users/helpdesk/website/-/3/a/4/b/3a4b3d9689e2f000/surveyor-guidance-in-appjpg_1vh0mgj.jpg)
Surveyor Guidance is populated in the Asset Taxonomy. To set up Surveyor Guidance:
1. Go to Asset Taxonomies > Add
2. Click 'Download Asset Taxonomy Template'
3. Populate the Surveyor Guidance column with text against each asset row
4. Upload the completed taxonomy, and assign it to a survey.
5. The Surveyor Guidance will be shown in the asset screen of the mobile app.

| Tip: Surveyor Guidance can be used for many things, including:
* Levels you want the surveyor to capture an asset at (e.g. room/floor/building)
* Specifics you want surveyors to observe or record (e.g. look for leaking seals, or excessive vibration)
* Actions you want surveyors to take (e.g. take photo of data plate)
* Test the operation of an asset (e.g. check for free movement of sash window, and locks work)
* Costing guidance (e.g. apply provisional sum for investigation works)
* Checks for certain asset types (e.g. fire door hinges, gaps, vision panels, etc)