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!

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