Use Conservation Easement Monitoring

The Conservation Easement Monitoring solution delivers a set of capabilities that help you understand current property conditions, inspect conservation easements, monitor conservation easement programs, and engage conservation easement stakeholders.

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

Conduct conservation easements inspections

You will start by assuming the role of a fieldworker in a state forestry department capturing an inspection of a conservation easement. You are asked to use the Conservation Easement Survey to capture inspection details.

  1. In a browser, open the Conservation Easement Monitoring map.
  2. In the Conservation Easement Monitoring map, locate the conservation easement you need to inspect.
  3. Click a conservation easement to open the pop-up, review the property details of the conservation easement, and then click the Start Inspection link to launch the Conservation Easement Survey.
    Note:

    The property details of the conservation easement are automatically filled in from the Conservation Easement Monitoring map.

  4. In the Conservation Easement Survey, fill in the following details:

    ParameterValue
    Is the property managed by the current owner

    Select Yes

    Current Uses

    Select Educational/Scientific and Recreational

    Describe the current educational/scientific uses

    Type Nature field classes for local schools

    Describe the current recreational uses

    Type Day hiking and birding opportunities

    Observation Points

    Click the plus button

    Select observation point type

    Select Natural Alteration

    Observation Point Location

    Set Location

    Select the natural alterations at this location

    Select Vegetative

    Describe the vegetative alterations

    Type Recent windstorm caused multiple downed trees and other vegetative damage

    Capture observation point photo

    Select Collect or add a photo

    Did you note any possible violations of the terms of the easement

    Select Yes

    Specify the possible violations

    Type Observed potential undisclosed timber harvesting

    Is the landowner following the forest stewardship plan

    Select Yes

    Describe compliance with the forest stewardship plan recommendations

    Type All forest stewardship plan recommendations are being followed

    Is the landowner following the forest water quality guidelines

    Select Yes

    Capture property photo

    Select Collect or add a photo

    Inspector

    Type your name

    Address

    Type your address

    Phone

    Type your phone number

    Other staff present during inspection

    Type names of additional staff present during inspection

    Inspection time

    Type the inspection duration

    Inspector Signature

    Enter your signature

    Current Owner or Property Manager Signature

    Enter current owner or property manager signature

  5. Click Submit and select Send now.

Monitor conservation easement programs

Now you will assume the role of a program manager in a state forestry department. You are responsible for monitoring the status of a conservation easement program. You will view the overall status of your conservation easement program and then look more closely at specific locations.

  1. In a browser, go to the Conservation Easement Dashboard.
  2. The Conservation Easement Dashboard opens with an overview of the current program status.
    Note:

    The overview displays key metrics. This information gives management a quick overview of the total number of conservation easements, conservation easements that require follow up after inspection, and completed conservation easement inspections.

  3. In the filter panel, for Follow Up Required, select Yes.
  4. Under Follow Up Required, click the List tab and select an inspection from the list.
  5. Review the information in the pop-up to get specific information on why this property needs additional follow-up.

Share inspection results

Finally, you will assume the role of a conservation staff member in a state forestry department. You are responsible for generating an inspection report to send to the conservation easement owner or property manager.

  1. In a browser, go to the ArcGIS Survey123 website.
  2. Open the Conservation Easement Survey and click the Data tab.
  3. Select a conservation easement inspection from the Conservation Easement Survey table.
  4. Click the Feature Report button, enter a report name, and choose PDF as the format.
  5. Click the Generate button to create the inspection report.
Note:

It is possible to generate conservation easement inspection reports for multiple inspections at the same time. There are two options: select multiple inspections from the Conservation Easement Survey table or select the All records in the table option in the Feature Report pane.

Note:

To learn more about printing reports in ArcGIS Survey123, see Print survey results