Module 1 will help you access Optioneer, navigate the interface and carry out basic operations. This page will cover the following:

The other pages in Module 1 cover:

🔑 Accessing Optioneer

To access Optioneer, you must verify your email address. This is done via an email that will be sent to you by Please check your spam folder if you cannot find this email. The link in the email expires 24 hours after it is sent, so it's important to verify your email as soon as possible. If it times out, get in touch with us at CI.

🌎 Optioneer Environment

Now you are in Optioneer, you will want to familiarise yourself with the interface.

Watch this short video which introduces you to the Optioneer environment.

There are five windows within Optioneer, which roughly resemble a general routeing workflow.

🧭 Map Functionality

Map view is the core part of Optioneer. You will be in map view when are you in the Data, Setup or Analyze windows. From the map you can:

  • navigate the map,

  • open the Map Controls panel and

    • manage GIS layers,

    • toggle visibilities of objects (points, lines, polygons). This will make all objects of that type visible. See the 'Basic Operations' section of this page for how to toggle the visibility of individual objects.

    • change basemap (e.g. satellite),

    • change to 3D view.

  • open a ‘what is here?’ pop-up menu by clicking anywhere on the map.

🏷 Comments

Comments are useful to track changes in a project, log information that isn't available in GIS format and communicate with team members. Comments can be placed on the map or on the project home.

You can reply to Comments and form threads, search for keywords in Comments and move Comments. In map view, select the comment icon in the left-hand toolbar to view the comments as a list. Hovering over a comment in the list will allow you to select the 'fly to' icon and the menu. The 'fly to' tool takes you to the location of the comment on the map.

The Comment menu allows you to carry out three actions:

  • Show thread

    • This allows you to view any responses to the comment.

  • Copy link

    • This feature creates a URL linked to that comment. When the URL is selected, providing the individual has access to the project, Optioneer will open in map view at the location of the comment. The URL can be placed in reports or can be used to refer colleagues to a particular comment.

  • Edit

    • If the comment is your comment, and it has not been replied to you will be able to edit the comment.

All Comments in the project may be exported in bulk as a CSV file, allowing easy inclusion in reports or presentations.

🔬 Accessing Results

The Case Library can also be accessed. It contains your Optioneer outputs. In the Case Library, you can:

  • toggle visibility of results on and off,

  • delete results and options,

  • rate options to provide feedback to the CI team,

  • attach labels to results

    • NB. Results can be labelled so that it’s easier to organise them in a way that is intuitive for you and other users. Labels are stored across the project so that you can use common labels with your collaborators. You create a new label by typing into the label fields next to the result status.

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