Running a field survey with EDIT

What it is for

EDIT is the application your field staff install on their tablet or phone. It lets them view plans on the move in order to update the portfolio as described in Stonal.

In the field, your staff create annotations on the plans to report the updates needed: create a piece of equipment missing from the plans, modify one, delete one. Those annotations are then confirmed, and partly processed automatically to update your portfolio.

Before you start

A plan is required

For now, EDIT relies on the plans of your properties. A field survey is not possible on a property without a plan.

Access to EDIT depends on the scope defined by your organisation.

Installing the application

1. Sign in to your organisation's address from the tablet or phone.
2. On Android, choose "Add to home screen". On iPhone or iPad, "Add to Home Screen".

Important

A new interface was released on 22 May 2026. If the application was already installed on your phone, you must uninstall it and reinstall it. Before uninstalling the previous version, remember to synchronise your annotations if they were entered offline.

The new address is: https://app.stonal.io/edit/

The previous address was of the form: https://edit.stonal.io/

The screen explained

1. Property — click a property to open its model.
2. Search — find your property.
3. Filter — show only properties that carry annotations.
4. Annotations — every annotation in the portfolio, with grouped actions.

Step by step

Place an annotation

1. Annotation — to place a pin on the plan.
2. Attributes — to open the properties of the selected component.

The steps themselves:

1. Select a site, then a building (or an outdoor space), then a floor.
2. Click the Annotation icon.
3. Click the room or the piece of equipment concerned — on a phone, press and hold.
4. Fill in the information and attach a photo if needed.

The colour code of the pins:

Colour	Meaning
Purple	General information
Green	Creating a component
Red	Deleting a component

Three tips for usable annotations

• Create one annotation per piece of equipment or per finish. A single overall annotation covering several changes cannot be acted upon.
• For a replacement or a deletion, place the annotation by clicking the original equipment on the plan.
• For a creation or a replacement, select the type and characteristics of the new equipment.

Find and handle an annotation

Open the Annotations tab, filter on the To handle status, then open the annotation. The View on plan button takes you back to it.

To change the status, open the annotation and change it at the top of the page. You can filter the plan to show only handled annotations.

The "View annotations" button on the main page opens every annotation across your portfolio, with bulk actions.

On the plan, the Legend button reminds you what each pin means:

Pin	Meaning
N — New	The annotation has just been created
C — To be handled automatically	It will be picked up automatically to update the portfolio
S — To be handled by Stonal	It needs our teams to step in

To delete, open the annotation and click Delete.

Update the attributes of a component

Click the component, then the Attributes button. Change the condition or the survey date.

Two attributes matter particularly: the overall condition and the date of last renewal. They are the ones used to track wear and that feed your Works Plans.

Attributes are updated immediately

Unlike annotations, a change to an attribute goes through no approval process: it takes effect directly.

An attribute in black type is editable, an attribute in grey type is read-only — this depends on your internal contacts' choices.

What happens after your survey

Handling is semi-automatic: it depends on what the annotation asks for.

• Adding, replacing or removing a piece of equipment can be handled automatically, by you, from the annotation list.
• A structural change — reworking a wall, correcting a plan's geometry, changing circulation — needs the Stonal teams to step in.

Launch the automatic processing

1. Check and reclassify. From the annotation list, look at the ones with the "New" status. Check that the type is right — you can reclassify it, turning an Info annotation into a Creation for instance, if the type chosen in the field was not the right one. Then check that the required information is complete: a message tells you.

2. Confirm. Select one or more annotations ready to be processed, then click "Launch auto processing".

The button is not always active

It only becomes active when every condition on the annotation is met. If a required piece of information is missing, a message tells you exactly what to complete.

3. Processing. On confirmation, the change is applied to your portfolio reference data:

Annotation type	What happens
Creation	The equipment is created at the coordinates given
Deletion	The equipment is deactivated and given an end-of-life date
Modification	The selected equipment is replaced by the new one

The annotation then takes the "Done – Auto" status ✅.

Created equipment does not appear on the plan yet

Creation is currently alphanumeric: the equipment does exist in your data, but it is not yet drawn on the plans.

If processing fails, the annotation takes the "In error" status, with the reason shown. It is then picked up by the Stonal teams.

The cases that go through the Stonal teams

• Info annotations — no automatic processing;
• geometry corrections: reworking a wall, plan anomaly, changed circulation;
• façade annotations, with no room attached.

For these, set the annotation to "For Stonal to handle". Depending on your subscription, it is picked up within the contractual timeframe agreed.

Automatic processing depends on your permissions

It requires a dedicated permission. If you need it, speak to your usual contact.

Tracking your teams' activity

The "Annotation tracking" tab lets you follow your teams' activity and the status of your annotations. It is refreshed every night. If you do not have access to it and you need it, ask your internal contact to open the permission.

You can filter by organisation, branch, site or building code and label, floor, Stonal identifier, author, object type, annotation type, status and label.

It reads in four blocks:

1. Overview — the counters: total annotations, to be decided, to handle, handled.
2. Activity by property — the last 10 properties annotated, and the number of annotations per property.
3. Breakdown and resolution — by type and by status, with a progress gauge and the request dates.
4. Annotation detail — the full list, with location, author, content and status.

The report also tracks the attribute updates made through EDIT: number of attributes changed, trend by month, breakdown by attribute type, and the detail of before and after values.

Working offline

Field surveys often happen where there is no network. EDIT therefore lets you work without an internet connection.

Download your plans before you leave. Downloading works level by level — site, building, floor. You prepare your visit without having to download the whole portfolio: select the buildings concerned, or expand one to pick specific floors, then Download.

Synchronise when you get back. Annotations created offline are synchronised automatically as soon as you are back on the network.

Synchronise before signing out

Remember to synchronise your annotations before signing out of the application. It is the same precaution as before a reinstall.

Do not have access to offline mode and would find it useful? Ask your internal contact.

Good to know

If taking a photo directly from EDIT does not work on your phone, take the photo with the camera app and attach it to the annotation.

See also

• The plans of a property
• Works Plans — what your surveys feed