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Marking Up a Site Map

Upload a PDF site plan, mark it up with shapes, lines, fills and text, pin action items, and download the marked-up map.


Overview

The site map tool lets you mark up a site plan the way you would on paper — drawing silt fence, inlets, washout zones and anything else you track — but the markup stays with the site and can be updated any time.

It's a drawing tool, not a GIS system. You upload your own PDF site plan and annotate it.


Before You Begin

  • You need a role that can edit site maps: Inspector, Backup Inspector, or Editor at site or organization level.

  • You need your site plan as a PDF file. Only the first page of a multi-page PDF is uploaded.


Opening Site Maps

  1. Open the site.

  2. Under Documentation, click Site Maps.

The Site Maps page lists the site's maps alphabetically under Active Maps. Archived maps are listed below them under Archived Maps.


Uploading Your Site Plan

  1. On the Site Maps page, drag your PDF onto Drag & Drop PDF Here, or click Add from Your Device and choose it. On a phone, click Upload.

You can upload more than one PDF at once — each becomes its own map, and each shows an Uploaded or Failed result. A map takes its name from the PDF's file name.

📝 Where your organization uses managed legends, a new map needs a legend key before it can be opened. After the upload, click Add Legend to assign one, or Not Now to do it later from the map's Legend Key action. Until a key is assigned, the map shows Missing Legend Key.


Managing Your Maps

Click the ⋮ beside a map to:

  • Rename it.

  • Duplicate it — the copy is named Copy of followed by the map's name.

  • Assign a Legend Key — offered where your organization uses managed legends, until something has been drawn on the map.

  • Archive it — the map moves to Archived Maps and becomes read-only. An archived map can be returned with Restore.

  • Delete it — you're asked to confirm, and a deleted map can't be recovered.


Opening a Map to Edit It

Click a map's name.

📝 The map editor opens in a new browser tab. You'll have the site open in one tab and the map editor in another. If nothing seems to happen, make sure your browser isn't blocking pop-ups for ComplianceGo.


Drawing on the Map

The editor's toolbar holds the drawing tools:

  • Grab (the hand icon) — move around the map without drawing.

  • Shapes, Lines and Fills — each opens a picker of tools.

  • Text

  • Action Item — see below.

In a picker, choose a tool, set its size (shapes) or stroke width (lines and fills) with − and +, then draw on the map. Closing the picker with ✕ cancels any drawing in progress and returns you to Grab.

The tools are the same on every site and for every organization:

Picker

Tools

Shapes

Circle, Oval, Triangle, Square, Octagon, Star, Trapezoid, Hex, Cylinder

Lines

Snake, Jagged, Dashed, Arrow

Fills

Fill, Fill Dots, Fill Lines, Fill Xs

Zoom with the + and − buttons at the bottom right, or with your mouse wheel.


Attaching an Action Item to the Map

You can pin a corrective action to the exact spot on the map where it's needed.

  1. Click the Action Item tool in the toolbar.

  2. Place it on the map where the problem is.

The action item appears as a marker at the point you placed it, visible to anyone who opens the map.


Using the Legend

The Legend panel lists the map's legend items, each with its symbol and how many are on the map — for example Silt Fence (1) or Inlet (2). If the panel says No Legend Items, the map has no legend items yet.

To find a legend item, click the search icon in the editor's header and type in Search legend….

The Filters button at the bottom right holds two toggles:

Toggle

What it does

Show Closed Action Items

Show action items that have already been closed

Show Inactive Map Items

Show items that have been marked inactive


Downloading the Map

Click ⋮ in the editor's header, then Download Map. This produces a PDF of the marked-up map, named after the map.

The same menu has Rotate Clockwise and Rotate Counter-clockwise, which turn the map in 90° steps.

When you're done, click ✕ in the header to close the editor tab.


What Happens Next

Your markup is saved to the site and stays with it. The map is versioned, so the site keeps a record of how it changed over time.

To see that history, open the site and run the Map History Report from the Reports section.


FAQ

Q: I clicked a map and nothing happened.

A: The map editor opens in a new browser tab, and your browser is probably blocking it. Allow pop-ups for ComplianceGo, then try again.

Q: My site plan won't upload.

A: Only PDF files are accepted. A file of any other type shows as Failed with Only PDF files are accepted. Convert your plan to PDF and upload it again.

Q: Only the first page of my site plan appears.

A: Only the first page of a multi-page PDF is uploaded. Upload each page you need as its own PDF.

Q: The map has the wrong name.

A: A map takes its name from the PDF file name. Click ⋮ beside the map and choose Rename.

Q: I can't open a map — it says Missing Legend Key.

A: Your organization uses managed legends, and this map doesn't have a legend key yet. Click ⋮ beside the map and choose Legend Key to assign one.

Q: I can't draw — the map just moves when I drag.

A: Grab is selected, which pans instead of drawing. Open Shapes, Lines or Fills and choose a tool.

Q: The legend is empty.

A: The map has no legend items yet. Items you draw appear in the legend.

Q: Action items I know exist aren't showing on the map.

A: They're closed, and closed items are hidden by default. Click Filters and turn on Show Closed Action Items.

Q: Can I see how the map looked previously?

A: Yes. Maps are versioned — open the site and run the Map History Report from the Reports section.


Related articles

  • Understanding Inspection Statuses

  • Scheduling a Recurring Inspection

  • Tracking Permits and Expiration Dates

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