Summary

Welcome to Phase 2 of the Custom Work Attributes Release! In this phase, we will see Custom Work Attributes added to various different areas of TreeKeeper, including the Search Tool and Rule Management. There have also been quality of life updates made to the new Work Comments feature, improving functionality and ease of use.

Phase 1: Release Notes 2020.12.08

Highlights

Custom Work Attributes are in the Search Tool!

You can now set criteria for custom work attributes within the Search panel! If custom work attributes have been implemented in your system, simply open your Search panel’s Work Records tab to find them:

Custom Work Attributes are in Rules!

That’s right, you can now update your custom work attribute values via applying a rule in TreeKeeper! You can learn more about how to create Rules in Rule Management, please refer to this documentation.

Multiple Work Comments all at once!

Have you ever wanted to say two things to two different people at the same time? Well, now you can! In any Add or Edit form in TreeKeeper, feel free to add as many tagged or untagged work comments as you like. To learn more about Adding and Editing, please see this documentation.

New Features & Functionality:

Bug Fixes & Quality of Life Updates:

Release Summary

Summary

Welcome to the world of Custom Work Attributes! This brand new feature in TreeKeeper will be released in four phases, beginning with Phase 1 in this release. We anticipate that all four phases of development will be finished by mid-January.

Highlights

Custom Work Attributes & Work Documents/Photos!

Yes, they are finally here, the Custom Work Attributes! This new feature will open the door to many new possibilities with data input, workflow, and communication.

Data Input

Custom Work Attribute data types will be structured in the same way the Site Attribute types:

• Species

• Number

• Yes/No

• List

• String

• Date

Yes, you read that right! Species can now be added to a Work Record. Imagine the possibilities! For example, you can use the Species List to assign a tree that needs to be planted within a Work Record. Contractors will be able to add the Tree or Shrub Species that is planted along with any other relevant data.

If you have added a Work Record to a site in the past, and the site information has changed, then you can use a numeric type attribute in the Work Record to revise the measurements. The Site Species, DBH, and Condition are stamped into the Work Record upon creation. But now, you will be able to use fields like “DBH Revised”, “Crown Size”, “Height”, etc. if the size of the tree has changed since Work Record Creation. If a Work Record for Planting in a tree grate or vacant area is added, you can use a numeric work attribute to specify the expected measurements of the new tree.

The Yes/No attributes will work perfectly for QC work and data validation. It can also be used for approval of work.

We all know and love list type custom attributes. The list type work attributes will offer a nice structured approach to record data.

Missing Pre Work and Post Work Comments? Well, suffer the heartache no more! Feel free to include the old yet adored Pre Work and Post Work Comments as new custom work attributes using the string type.

Have you ever felt like Requested/Scheduled/Completed dates don’t fit your workflow? The new date type attribute will offer endless possibilities of dates to record within a Work Record. You can use it for a plant date, or for a work approval date.

Work Documents/Photos

The Documents dropdown while viewing a Work Record will allow you to add, label and organize your documents or photos within a Work Record.

Workflow

Say hello to a new workflow! With custom work attributes, the options have expanded to accommodate for different workflows. Please get in contact with your support agent to work out the best solution for your TreeKeeper system.

Communication

Along with the new Work Comments, the new Custom Work Attributes will serve to improve communication on the Administrative side and with Contractors, Vendors, and in-house field workers. As mentioned before, using the different data types will give the same possibilities that the site information brings, yet without affecting any inventory data.

Custom Work in the Grid!

For those of you that rely on the grid, you will be happy to know that the Custom Work Attributes are included! This means that the new attributes are viewable in the Data Grid Work tab, and they can be exported using the Export tools in the Data Grid menu. Please review documentation for more information on how to use the Data Grid: https://daveyresourcegroup.atlassian.net/wiki/pages/createpage.action?spaceKey=TKS&title=%5BOld%5D%20Data%20Grid

We also have a YouTube tutorial available here: TreeKeeper Data Grids

New Features & Functionality:

Bug Fixes & Quality of Life Updates:

Release Summary