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Configure Tree Management

In this topic

  1. Modify tree types
  2. Modify inspection and maintenance types
  3. Administer field assignments
  4. Modify service request types
  5. Configure Our Urban Forest site
  6. Administer tree stewardship program

Tree Management can be used to create an inventory of publicly owned trees, streamline inspection and maintenance activities, understand conditions, cultivate a volunteer workforce, and inform the public.

In this topic, you'll learn how to configure the Tree Management solution to meet specific needs in your organization.

Modify tree types

The Tree Management solution helps you build an inventory of publicly owned trees. Types of trees are defined by their common name, genus, and species. Types of trees appear in the Tree Field Map when field staff are collecting trees.

The Tree Management solution includes many types of common names, genus, and species values. In some cases, you may want to add additional types of trees to the Tree Management solution to meet your organization’s needs. Review the common name, genus, and species fields in the Trees feature layer and identify the tree types your organization may want to add or remove from the Tree Management solution.

  1. Sign in to your ArcGIS organization and browse to your Trees feature layer.
  2. Open the item page and click the Data tab.
  3. Click Fields.
  4. Click the Common name display name.

    In the List of Values (Domain) section, review existing types and identify ones that are not applicable and ones that are missing.

  5. Click Edit next to List of Values (Domain).
  6. Optionally, click the Delete button to remove a category from the list.
  7. Optionally, click Add.
  8. Type the new common name into the Displayed Value and Stored Value text boxes.
  9. Repeat steps 7 and 8 to add the remaining missing types.
  10. Optionally, drag the category to a new location in the list to reorder them.
  11. Click Save.
  12. Repeat steps 4-11 for the genus and species fields.

Modify inspection and maintenance types

The Tree Management solution helps you assess tree conditions and record maintenance activities. Inspection and maintenance types are defined on the Trees feature layer and appear in the Tree Field Map when field staff are recording their work.

The Tree Management solution includes types of inspection and maintenance. In some cases, you may want to modify inspection and maintenance types to meet your organization’s needs.

  1. Verify that you are signed in to your ArcGIS organization and browse to the Trees feature layer.
  2. Open the item page and click the Data tab.
  3. Click the Layer drop-down and select Inspections.
  4. Click Fields.
  5. Click the Inspection type display name.

    In the List of Values (Domain) section, review existing types and identify ones that are not applicable and ones that are missing.

  6. Click Edit next to List of Values (Domain).
  7. Optionally, click the Delete button to remove a category from the list.
  8. Optionally, click Add.
  9. Type the new type into the Displayed Value and Stored Value text boxes.
  10. Repeat steps 8 and 9 to add the remaining missing types.
  11. Optionally, drag the category to a new location in the list to reorder them.
  12. Click Save.
  13. Click the Layer drop-down and select Maintenance.
  14. Click the Maintenance type display name.

    In the List of Values (Domain) section, review existing categories and identify ones that are not applicable and ones that are missing.

  15. Repeat steps 6-12 to add missing maintenance types.

Administer field assignments

The Tree Management solution can be used to manage work such as data collection, routine and ad-hoc inspections and maintenance assigned to field staff. Types of assignments appear in the Tree Assignments ArcGIS Workforce mobile app used by field workers as well as the Tree Assignments ArcGIS Workforce project and Create Tree Assignment ArcGIS Survey123 form in the Tree Management Center app.

The Tree Management solution includes several assignment types. In some cases, you may want to modify inspection and maintenance types to meet your organization’s needs. Field workers and dispatchers also need to be given roles in the Tree Assignments ArcGIS Workforce project.

Administer tree assignments

  1. Verify that you are signed in to your ArcGIS organization and click the Apps button Apps button in the header of the site.
  2. From the app launcher, click Workforce to open the app.
  3. Under Projects, hover over the Tree Assignments project, and click Configure.
  4. Click the Assignment Types tab.

    In the Assignment Type section, review existing types and identify ones that are not applicable and ones that are missing.

  5. Type a new assignment type in the Enter a new type text box then click + Type button.
  6. Click the Users tab.
  7. From the Organization User drop-down menu, select a user to add to the project.
  8. From the Project Role menu, assign the user either the dispatcher or mobile worker role.
  9. Click +User.
  10. Click the Advanced tab.

    Each assignment type is integrated to the Tree Field Map. This allows field staff to access the Tree Field Map from the ArcGIS Workforce app. As you add new assignment types, you may want to add the Tree Field Map integration.

  11. In the ArcGIS Field Maps, click Edit on any of the existing Tree Field Map integrations.

    Check the box next to the new assignment type. Click the Next button.

  12. Click the Done button.
  13. Optionally, remove the ArcGIS Field Maps integration for assignment types that are not needed in your organization.

    Removing the integration is necessary to remove the assignment type from the Tree Assignments ArcGIS Workforce project.

  14. Click the Assignment Types tab.
  15. To remove assignment types, click the X button.

Update create tree assignment form

  1. In your ArcGIS organization, browse to the Tree Assignments feature layer.

    Before populating the new assignment types into the Create Tree Assignment form, you will first copy the GlobalID for each new assignment type.

  2. Open the item page and click Open in Map Viewer.
  3. On the Contents (dark) toolbar, click Tables.
  4. Click Assignment Types layer.
  5. Click Tools in the table header and check the GlobalID field to show (unhide) in the table. Click Done to close the pop-up window.
  6. Expand the GlobalID field and copy each new assignment type's ID.
  7. Paste the copied GlobaIID or GlobalIDs into Microsoft Notepad or another text editor for reference.
  8. Install ArcGIS Survey123 Connect.
  9. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
  10. Click Create Tree Assignment to download the survey.
  11. In the Download window, click Download and click OK.
  12. Click Create Tree Assignment to open the survey.
  13. On the side toolbar, click the XLSForm button.
  14. In the Microsoft Excel spreadsheet, click the choices tab.

    This tab comprises all the selectable options for survey questions.

  15. In the list_name column type ASSIGN_TYPE.
  16. In the name column, copy and paste the GlobalID, before and after the GlobalID add curly braces (for example, {5b3e80df-aec7-4739-929f-8cb70cdbd62c}).
  17. In the label column, type the assignment type.
  18. Repeat steps 15 through 17 for each new assignment type.
  19. Save and close the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
  20. In ArcGIS Survey123 Connect, click Publish on the side toolbar to publish your changes.
  21. Click Publish survey to publish your changes and click OK.

Modify service request types

The Tree Management solution can be used to solicit tree requests for service from field staff as well as the general public. Service request types appear in the Tree Requests Internal and Tree Requests ArcGIS Survey123 forms.

The Tree Management solution includes several service request types. In some cases, you may want to modify service request types to meet your organization’s needs. For example, you may want certain request types available to field staff using the Tree Requests Internal form that are not available to the general public using the Tree Requests form.

  1. Start ArcGIS Survey123 Connect and sign in to your ArcGIS organization.
  2. Click Tree Request to download the survey.
  3. In the Download window, click Download and click OK.
  4. Click Tree Requests to open the survey.
  5. On the side toolbar, click the XLSForm button.
  6. In the Microsoft Excel spreadsheet, click the choices tab.

    This tab comprises all the selectable options for survey questions.

  7. In the list_name column type reqtype.
  8. Type the new service request type into the name and label columns.
  9. Repeat steps 7 and 8 for each new service request type.
  10. Save and close the Microsoft Excel spreadsheet and preview your changes in ArcGIS Survey123 Connect.
  11. In ArcGIS Survey123 Connect, click Publish on the side toolbar to publish your changes.
  12. Click Publish survey to publish your changes and click OK.
  13. Click Tree Request Internal to download the survey.
  14. Repeat steps 3 through 12 to add new service request types to the Tree Request Internal form.

Configure Our Urban Forest site

The Tree Management solution includes the Our Urban Forest ArcGIS Hub site that your organization can configure with your branding and use to share urban forest information with the public.

  1. Verify that you are signed in to your ArcGIS organization and browse to the Our Urban Forest site.
  2. Open the item page and click Configure App.
  3. Click the Edit button Edit to open the site editor.
  4. Scroll to the Frequently Asked Questions section, hover over the card, click the edit pencil, and update the questions and answers.
  5. On the side panel, click Footer.

    A custom footer is provided. In most cases, you'll need to update it with your organization's branding, contact information, and social media references.

  6. Click the HTML box.

    The HTML window appears.

  7. Make the necessary changes and click Apply.
  8. Click Save.
  9. When you're finished click the Save drop-down then Publish Draft.

Share items with the public

Several layer views, maps and apps included in the Tree Management solution must be shared with everyone so they can be accessed by the public on the Our Urban Forest site. To share your Our Urban Forest items with everyone, use the guide below and complete the following steps:

  1. Verify that you are signed in to your ArcGIS organization and browse to the Tree Management folder.
  2. Check the check box next to each of the items below:

    ItemName

    Feature Layer (hosted, view)

    Trees_public

    Feature Layer (hosted, view)

    Requests_submit

    Feature Layer (hosted, view)

    TreeStewardship_public

    Web Map

    Tree Viewer

    Web Scene

    Tree Viewer (3D)

    Web Experience

    Tree Viewer

    Form

    Tree Request

    Site Application

    Our Urban Forest

  3. Click Share.
  4. In the Share window, click Everyone (public) and click Save.

    The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

  5. Click Update.

Administer tree stewardship program

The Tree Management solution can be used to cultivate a volunteer workforce of tree stewards. Mapping technicians can configure the Approved Tree Stewards group and Tree Steward Notebook to help volunteer coordinators manage the tree stewardship program efficiently.

Manage approved stewards group

  1. Verify that you are signed in to your ArcGIS organization and browse to the Approved Tree Stewards group.
  2. Open the group and click the Settings tab.
  3. In the Group membership section, select Partnered collaboration and my organization's members only for the Who can be in this group setting.
  4. Click the Overview tab.

    The group Description contains a message sent to newly approved tree stewards.

  5. Optionally, click Edit in the Description section to modify the message to your organization's needs. When you're finished click Save.

Share Tree Steward Application with Hub Community Members group

To apply to the program a user must have a community user account and be signed into the Our Urban Forest site. To grant access to the Tree Steward Application, share the form and the TreeStewardship_submit feature layer to the Hub Community Members group. This group is automatically created during Hub Premium activation and contains all members of your community organization. As new community members join, they will be automatically added to this group and will have access to the Tree Steward Application form.

  1. Verify that you are signed in to your ArcGIS organization and browse to the Tree Management folder.
  2. Check the box next to the Tree Steward Application Form and TreeStewardship_submit Feature Layer (hosted, view).
  3. Click Share.
  4. In the Share window, click Edit group sharing.
  5. Check the box next to the Hub Community Members group.
    6. Note:

    The Hub Community Members group will only be available to users who were administrators of the org when Hub Premium was activated. If you don’t see this group work with Hub Community organization administrator to get access to this group.

  6. Click OK.
  7. Click Save.

Schedule the Tree Stewardship Notebook

When volunteer coordinators use the Tree Stewardship Center app to approve volunteer stewards, the Tree Steward Notebook grants volunteers access to the Tree Care Activities form and sends an e-mail to new volunteers.

Follow the steps below to schedule the Tree Steward Notebook to run as a scheduled task.

Note:

You must be assigned a role of Administrator or custom role which includes the privilege to create, edit and schedule notebooks in order to run and schedule ArcGIS Notebooks and complete the following steps.

  1. Verify that you are signed in to your ArcGIS organization and browse to the Tree Steward Notebook item.
  2. Open the item page and click Open Notebook.
  3. Click Tasks.
  4. Click Create Task.
  5. For Title, type Tree Stewardship Task and click Next.
  6. The task can be configured to run nightly by selecting Day from the Repeat Type drop-down then selecting 1 - Every Day from the Repeat Interval drop-down.
  7. Select a Time for the task to run like 3:00 AM.
  8. Click Create Task to finish scheduling the notebook

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In this topic
  1. Modify tree types
  2. Modify inspection and maintenance types
  3. Administer field assignments
  4. Modify service request types
  5. Configure Our Urban Forest site
  6. Administer tree stewardship program