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    # 一、地方主管機關創立傳統專案 ###### tags: `inaturalist` `生態給付` `生態給付說明書` [TOC] 地方主管機關需創建具有傳統專案權限之帳戶,整體操作流程如下 ``` mermaid graph TD; 註冊愛自然帳號-->上傳50筆觀察記錄 上傳50筆觀察記錄-->建立傳統專案 建立傳統專案-->編輯專案所需欄位 編輯專案所需欄位-->邀請專案成員 ``` ### 1、註冊愛自然帳號 請見上述[教學](/_wcnc1AnSuiCsNq5evIrgA) ### 2、上傳50筆觀察記錄 由於愛自然創立傳統專案的權限僅開放給上傳50筆觀察紀錄之帳號,為了得到權限,本團隊建議承辦人員先將過往(e.g. 110年度)尚未上傳之觀察照片先上傳50筆觀察記錄到愛自然,並正確填寫資訊,之後再將這50筆紀錄納入專案。 **注意:就算是為了開啟權限,也請不要重複上傳一樣的觀察紀錄喔** ### 3、創立專案 點擊右上角帳號資料,下拉式清單選專案->開始一個專案 ![](https://i.imgur.com/QJuB7Ff.png) 點選後會有收藏專案、綜合專案、傳統專案的選項,請點擊下方傳統專案之連結 :::success ![](https://i.imgur.com/ONJ8OiJ.png) ::: 依序填寫專案資訊,建議專案標題須包含縣市及年度資訊,專案類型選擇**一般**,優先成員模組勾選**僅限邀請**,優先提交模組選擇**任一**,描述及條款可依需求填寫 :::success ![](https://i.imgur.com/9luVrIA.png) ::: 地理位置建議直接到iNaturalist地點輸入縣市名稱,以**縣市層級**作為標準(e.g.新北市、宜蘭縣等),填寫後上方經緯度會自動輸入座標,縮放等級可以不用特別填,可勾選邊界來檢視是否符合行政區範圍 :::success ![](https://i.imgur.com/qk26pvg.png) ::: 專案規則可以限制觀察對應的地點或物種,例如**必須為照片**、**必須填寫特定欄位**,本團隊目前未設定任何專案規則,建議各主管機關協調後訂立(專案規則越多,可能會影響上傳觀察紀錄的成功率) :::success ![](https://i.imgur.com/DlrTuoi.png) ::: #### 編輯觀察欄位 建議各主觀機關協調後依據各需求編輯欄位,請到觀察欄位進行操作, :::success ![](https://i.imgur.com/SDf1acI.png) ::: 首次建立欄位,要先選擇創建一個新欄位->填寫欄位名稱->填寫資料類型(文字、數字...), :::success ![](https://i.imgur.com/2S5fguc.png) ::: 欄位名稱請各機關協調後訂定,本團隊建議欄位名稱後都標註縣市名稱(如下表),例如: | 欄位 | 名稱 | 資料類型 | | -------- | -------- | -------- | | 行政區 | 鄉鎮區(XX縣) | 文字 | | 申請人資訊 | 姓名(XX縣) | 文字 | | 申請人資訊 | ID(XX縣) | 數值 | | 案件地號 | 地號(XX縣) | 數值 | | 照片品質 | 照片品質(XX縣) | 文字 | | 周次 | 周次(XX縣) | 數字 | | 日期 | 日期(XX縣) | 日期 | | 備註 | 備註(XX縣) | 文字 | **以上欄位為本團隊根據先期執行情形建議,非強制欄位,實際需求還是以各機關協調為主** 如果需要限定數值,則填寫允許的值欄位,若該欄位空白,則會可自由填寫符合資料類型的值 填寫允許值時,請用豎線(Shift+Enter上的鍵)來區分類別,也可以先用EXCEL編輯後再貼上,省去填寫的時間,如下圖 :::success ![](https://i.imgur.com/cqlAIAX.png) ::: 新增欄位之後,有一個必要方格,請先**不要**勾選(待上傳端熟悉業務後再設定必要值) :::success ![](https://i.imgur.com/LTyRPqS.png) ::: 上傳的這些欄位之後都還可以對欄位的內容、選項、名稱進行編輯甚至刪除(但只能由創建欄位的帳號編輯) :::success ![](https://i.imgur.com/biiYXTA.png) ::: 依需求填寫追蹤代碼,關於追蹤代碼的說明,請見下表 #### 追蹤代碼 :::success ![](https://i.imgur.com/dbjCqRv.png) ::: :::info 【複製自[說明-管理專案](https://hackmd.io/@mutolisp/HJeoP4chG/https%3A%2F%2Fhackmd.io%2Fs%2FByjVtNqnG)】 追蹤代碼(Tracking Codes):追蹤代碼之逗號分隔的清單(comma-separated list)。如果您想要附加專案一個追蹤代碼給大家新增觀察記錄表格,您可以加上這個,例如:https://www.inaturalist.org/observations/new?projectid=&trackingcode=yourcode123. 您可以使用這個來追蹤不同來源的參與者。當下載您的專案為 CSV 檔案時,您可以在裡頭讀取這些代碼。 ::: #### 專案創建成功 專案創建成功後,會出現專案創建成功的提示,這時候可以準備把先前為了開權限而上傳的50筆觀察記錄拉進專案 :::success ![](https://i.imgur.com/Kwp62U1.png) ::: 點選右上帳號圖示,下拉式選單選取編輯觀察,進入編輯觀察頁面,先到頁尾的單頁顯示筆數選到100筆,避免選取疏漏 :::success ![](https://i.imgur.com/sLtaqMM.png) ::: 選取批次編輯 :::success ![](https://i.imgur.com/8AhrPbr.png) ::: 勾選所有,選取新增至專案,將所有觀察記錄拉進同一專案,關於如何填寫傳統專案的欄位,可參考[第二章 (3) 依照本說明填寫專案欄位](/Qwb4__S_QVensuC1mxW1Hw#3-依照本說明填寫專案欄位) :::success ![](https://i.imgur.com/4Lvb6jd.png) ::: #### 授權專案策展人 不管是將傳統專案管理帳號授權策展權限給執行團隊使用,或執行團隊將其他成員拉為策展人或管理員,皆可在專案首頁選取**邀請人們**進行 :::success ![](https://i.imgur.com/sYiSGLF.png) ::: 直接輸入使用者名稱,即可邀請成員進專案 :::success ![](https://i.imgur.com/Kk7d5TH.png) ::: 帳戶名稱是個人檔案的名稱,而非註冊的Email :::success ![](https://i.imgur.com/fwVxF6l.png) ::: 該成員進入後,可以照其權限需求設定為策展人或負責人 :::success ![](https://i.imgur.com/QMPCW8R.png) ::: 以上是創立傳統專案的流程,若實際操作時有問題或建議,可回報在[常見問題](/WPaPxwD5QL2NQw8diofCCQ)內的表單。

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