Have you ever wanted to record something as a monitoring visit, but not "count" it as your annual monitoring visit? Until now, there was no way to distinguish one monitoring visit from another. And, if you were querying out Stewardship activities by Last Monitored Date, then these extra monitoring visits could throw off your results.
Do you ever have multiple types of "monitoring" visits that you have to do on a single property? This comes up a lot for land trusts that work on mitigation projects.
Monitoring Visit TypesNow, Monitoring Visits have a Type field. By default, all of your prior visits have been given the type "Annual Monitoring," but you can put in whatever Types make sense for your work.
Multiple Default Monitoring Objective ListsThere are now multiple Default Monitoring Objectives lists that are tied to particular Types of Monitoring Visits. By default, any Monitoring Objectives you had defined were moved into a list for "Annual Monitoring" visits. But, if you want a different set of Objectives for each Type, you can.
New Stewardship ObligationsSince a single Stewardship activity may have multiple obligations associated with it - not just a single annual monitoring visit - there is a new section called "Stewardship Obligations" on the Details page. By default, all Stewardship activities received a single obligation called "Annual Monitoring" which utilized any monitoring window and monitoring interval data you had set.
Stewardship Obligations will be "satisfied" by certain Types of Monitoring Visits. This is how you'll keep track of what properties require monitoring. When you complete a visit that satisfies any of your Obligations, the Completed On date will automatically be filled in for you.
After an Obligation date has expired, it will be reset to the next interval and the Completed On date will be reset. If you did not satisfy an obligation before the Complete By date, that date will be recorded in the Missed Obligations list in the details of the Obligation.