Wednesday, October 31, 2018

More Flexibility for Stewardship Obligations

Thanks to some good feedback from my friends at Sierra Foothill Conservancy, I'm pleased to announce a new suite of features in Stewardship activities that add a ton of flexibility to Monitoring Visits.

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 Types

Now, 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 Lists

There 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 Obligations

Since 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.

Transition Your Last Monitored Date Queries and Reports

You should begin to transition any queries or reports that utilize the Last Monitored Date to using these new Obligations. The Last Monitored Date field may be removed in the future. Here's what a query might look like for all the Stewardship activities that require monitoring yet this year:

Removal of Monitoring Interval and Monitoring Window

The fields on the Details page for Monitoring Interval and Monitoring Window have been removed. The data still exists in your Stewardship activities so any queries or reports that you currently have that utilize these fields still work. However, you should transition them as soon as possible to using the new Stewardship Obligations format.

Updates Coming to Stewardship Dashboard Widget

These changes mean the Stewardship Dashboard widget will also need some updating so it can display your new obligations in meaningful ways. Stay tuned for that!

Friday, October 26, 2018

Mapping View Results

I'm happy to report that you can now visualize the results of certain Views as a map. Just select Map from the View As dropdown list in the view editor:

Now, press the refresh button or close the editor and the results will be placed on a map instead of a table:

Clicking on a pin or polygon will display the details in a panel on the right. The fields you chose for your view will be the ones displayed in the table. The name of the result is a link that will take you to its main details page.

The map is currently available for Property Acquisitions, Stewardships, Dispositions, Tracts, Monitoring Visits, Monitoring Issues, and Management Actions.

If you display a map of Monitoring Visits, Monitoring Issues, or Management Actions, you will also see their specific geography in addition to the Tract boundaries. Because some of your results may share the same Tracts, if you click on the Tract in the map, the details pane may show multiple results:

Tuesday, October 2, 2018

LANDSCAPE Mobile 2.0!

I'm excited to announce the next version of LANDSCAPE Mobile is ready!

The big new features are the ability to add and edit Management Actions in your Stewardship activities and add and edit Site Assessments in your Property Acquisitions. But, there are number of smaller enhancements as well including:

  • The main lists support auto-loading of new results as you scroll to the bottom
  • The main lists have a search feature
  • Monitoring Visit statuses can now be edited and they don't automatically disappear from the list if you change to a "Completed" status
  • Issue list has a filter to show "All" or just "Unresolved"
  • You can know take photos directly into existing geography on the maps rather than relying on your proximity to nearby points
  • Numerous bug fixes...

I've whipped up a new training video for the app. It's a little over 20 minutes and the audio has a ridiculous buzz in it, but I hope you'll still watch it.

I hope you enjoy the new features and as always, please keep the feedback coming!