Use Adopt-A-Tree

The Adopt-A-Tree solution delivers a set of capabilities that help local governments enlist community volunteers to perform routine tree maintenance , manage program participants, and monitor the performance of the adoption program.

In this topic, you will learn how to use the solution by assuming the role of a user and performing the following workflows.

Note:

Use your organization's data or configured apps to follow these workflows.

Complete the volunteer application

Organizations cultivate a volunteer workforce to help maximize the capacity of operations staff and to engage their community. Community members interested in joining the Adopt-A-Tree program first need to complete a volunteer application and receive approval before they can adopt and care for trees.

You will first assume the role of a community resident who is interested in volunteering in your community’s Adopt-A-Tree program.

1. In a browser, go to the Adopt-A-Tree site.
2. Scroll to the Become a Volunteer section.

   When community residents do not have a community account or are not signed in to the Adopt-A-Tree site, the site displays buttons to Create an account or Sign In with an existing account. If a community resident is logged into the site, the Adopt-A-Tree site displays an Apply button, which can be used to access the Tree Volunteer Application form. In the following steps, a community resident has created an account and is signed in to the Adopt-A-Tree site.

3. Click the Apply button.
4. Complete the Tree Volunteer Application form to express interest in becoming a volunteer.

   The application will be reviewed by a volunteer coordinator. After the application has been approved, the volunteer can adopt and report tree care.

5. Close the browser tab used for the Tree Volunteer Application and return to the Adopt-A-Tree site.

Manage volunteers, trees, and requests for service

You will now assume the role of a volunteer coordinator responsible for managing the Adopt-A-Tree program. Your responsibilities include approving or denying volunteer applicants, updating adoption status on trees, and triaging requests for service.

In this workflow, you will approve a pending volunteer application, update an adoption request, and manage a recently submitted request for service.

1. Sign in to your ArcGIS organization and browse to the Adopt-A-Tree site.

   Signed-in users from your organization will see a Manage Program page. This page displays metrics that help you understand your organization's key metrics for your Adopt-A-Tree program and allows you to manage key activities related to your program.

2. Click the Manage Program page.
3. Scroll to the Manage Program Activities section and click the Volunteers button in the left panel of the Adopt-A-Tree Manager to review volunteers.
4. Click the Status column filter.
5. Click the Status is drop-down arrow and choose Pending to view pending volunteer applications.
6. Click one of the volunteer applications to view its details.
7. On the Details tab, click the Edit button .
8. Click the Status drop-down arrow and choose Approved.
9. Click Save.

   The Tree Volunteer Notebook can be used to schedule a process that grants approved volunteers access to the Care for a Tree section of Adopt-A-Tree site, enabling volunteers to adopt new trees and report care on adopted trees.

10. Optionally, click to expand the left panel of the Adopt-A-Tree Manager and click Trees.

    The Trees tab can be used to update the adoption status of trees, modify the public visibility of a tree, and edit other tree adoption information.

11. Select a tree by either clicking a tree on the map or selecting a record from the Trees table.
12. On the Details tab, click the Edit button .
13. Click the Publicly Visible drop-down arrow and choose No.
14. Click Save.

    The selected tree will no longer be visible to the public and therefore volunteers will be unable to adopt and care for the tree, and the general public and volunteers will also be unable to submit requests for service for this tree.

15. Optionally, click to expand the left panel of the Adopt-A-Tree Manager and click Requests.
16. Click the Status drop-down arrow and choose Submitted.
17. In the Requests table, click a request.
18. On the Details tab, click the Edit button .
19. Click the Status drop-down arrow and change the status to Received.

    As new requests for service are submitted by the community, update the status from Submitted to Received to acknowledge receipt of the new request. Continue to update the status of the requests as you further investigate, prepare to address, and complete the request.

20. Click Save.

Adopt and care for trees

You will now assume the role of a community volunteer who wants to adopt and report care of a tree. In the following steps, the user has already been approved as a volunteer by a volunteer coordinator.

In this workflow, you will use the Adopt-A-Tree site to adopt a tree near your home and report care activities.

1. Verify that you are signed in to the Adopt-A-Tree site with your community account and scroll to the Care for a Tree section.

   The Care for a Tree section is displayed when a volunteer's Tree Volunteer Application has been approved by the volunteer coordinator.

2. Use the map search bar to find a tree near a specific address or click to select an available green tree on the map.
3. In the selected tree's pop-up, click the Adopt button.

   The Tree Adoption form opens in a new tab.

4. Enter a nickname for the tree in the Nickname text box and click the Submit button.

   You now have an adopted tree and can report care activities.

5. Close the browser tab containing the Tree Adoption form and return to the Adopt-A-Tree site.
6. Your adopted trees will display as blue pins on the map in the Care for a Tree section of the Adopt-A-Tree site. If not already selected, click an adopted tree on the map.
7. To report tree care, click the Report Care button in the tree pop-up.

   The Tree Care Activities form opens in a new browser tab.

8. Type the date of the tree care, enter the time spent caring for the tree, optionally attach a photo, and click the Submit button.

   You now have reported tree care.

9. Close the browser tab containing the Tree Care Activities form and return to the Adopt-A-Tree site.
10. To release an adopted tree, select an adopted tree on the map and click the Release button.

    The Tree Adoption form opens in a new tab.

11. Click Submit to release the tree and make it available for other volunteers to adopt.
12. Close the browser tab containing the Tree Adoption form and return to the Adopt-A-Tree site.
13. Service requests can be initiated on any tree, and by anyone, including people not enrolled in the volunteer program. Click any tree in the map, and click Request Service.

    The Tree Requests form opens in a new tab.

14. Complete the form by selecting the feedback type, providing the feedback details, when it was observed and, optionally, attaching a photo and contact information as needed.
15. Click Submit to complete the request.

Monitor program performance

You will continue your role as a volunteer coordinator, this time looking to monitor the Adopt-A-Tree program. In this workflow, you will use the Adopt-A-Tree Dashboard to review key metrics and trends.

1. Verify you are signed in to your organization and browse to the Adopt-A-Tree site.
2. Click the Manage Program page.
3. Scroll to the Monitor Performance section.

   The Adopt-A-Tree Dashboard displays key metrics about adoptions, number of tree care activities, and program activity over time.

4. Use the Volunteers filter at the top of the Adopt-A-Tree Dashboard to view activities by individual volunteers.

   Note:

   Dashboard charts and indicators for volunteer activities and adopted trees are filtered and updated based on the selected volunteer.

5. Optionally, click an adopted tree on the map to view key details.

   The adopted tree map pop-up displays when the tree was last cared for and other adoption information such as adoptee username, adopted date, and tree nickname.

Email tree volunteers

Continuing your role as a volunteer coordinator, you will contact your network of volunteers and ask that they inspect their adopted trees ahead of a community event. In this workflow, you will use the Adopt-A-Tree site to draft and send an email to all approved volunteers in your program.

1. Verify you are signed in to your organization and browse to the Adopt-A-Tree site.
2. If necessary, click the Edit button to open the site editor.
3. Hover over Adopt-A-Tree at the top of the site editor and click Teams.
4. In the list of results, click Approved Tree Volunteers.
5. Click the message button to message all approved volunteers or select volunteers individually and click Message.
6. Type a subject and add text to the message's body.

   Note:

   To include a URL that doesn't have a arcgis.com or esri.com domain, contact your hub's administrator to register the domain for the URL you want to use. If the domain isn't registered, the email will not send.

7. Click Send Message.

   Messages are sent from arcgis.com to the email address associated with the volunteer's user profile.