Manage Trees

A tree record is typically created for each tree on site. If there are groups of trees of a similar species and condition, a record can be created for a group. Trees must be recorded against a physical location such as a site or zone.

To add or edit a tree record:

  1. Do one of the following:

    • Navigate to Functions > Tree Management > New Tree to add a new record.

    • Click the New Tree option in the Tasks panel of a site or zone record to record a tree against that record.

      New Tree

    • Click the Tree(s) option in the Associated Items panel of a site or zone record, and then double-click an existing record to open it.

      Tree(s) option

    The Tree Editor is displayed.

    Tree Editor

  2. Enter or edit the relevant details.

The fields on the Tree Editor are described in the following table.

Section This field Holds this information...
Details Classification The classification. This defaults to 'Tree'.
Header Tree Number

The tree number.

Note: This is populated automatically if the Asset Component Tree Auto Unique Number setting (accessed by navigating to Tools > System Options) is set to 'True'.
Common Name

The common name for the tree. This automatically populates the Scientific Name field. This field is mandatory.

Note: These can be defined in Tree Species reference data (accessed by navigating to Functions > Tree Management > Tree).
Scientific Name

The scientific name for the tree. This automatically populates the Common Name field. This field is mandatory.

Note: These can be defined in Tree Species reference data (accessed by navigating to Functions > Tree Management > Tree).
Type Whether it is a single tree, group of trees or a hedge.
Planted Date The date the tree was planted, if known.
Tree Age The age of the tree. This is calculated automatically based on the Planted Date field.
Element The related element. This is populated automatically based on the selected tree species, provided it has been defined in Tree Species reference data (accessed by navigating to Functions > Tree Management > Tree).
Height The height of the tree.
Width (Diameter) The width of the crown of the tree.
Girth

The girth of the tree.

Note: This is only displayed if 'Single Tree' is selected in the Type field.
Multitrunk

Whether the tree has multiple trunks.

Note: This is only displayed if 'Single Tree' is selected in the Type field.
Number In Group

The number of trees in the group.

Note: This is only displayed if 'Group' is selected in the Type field.
Length

The length of the hedge.

Note: This is only displayed if 'Hedge' is selected in the Type field.
TPO Whether there is a Tree Preservation Order on the tree.
Eastings The geographical easting of the tree.
Northings The geographical northing of the tree.
Owner\Location Owner The business unit to which the tree belongs. Click the Owner button and select the relevant business unit. This field is mandatory.
Location The location of the tree. Click the Location button and navigate to the relevant location. This field is mandatory.
Location Description A more specific description of the location of the tree.
Remarks N/A Any comments on the tree.

  1. Click Save.

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Refer to Add or edit a condition record for further information.

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Refer to Add or edit a consent record for further information.

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Refer to Manage Notes for further information.

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You can add PPM tasks to a tree record (for example: for a six-monthly inspection or annual pruning). Refer to Add or Edit a PPM Task for further information.

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