Tree Management

Tree Management is an intrinsic part of Facility and Asset management. Although rare, fatalities and serious injury do occur from falling trees. It is therefore important that a tree management system is in place. The K2 Tree Management module is used to keep a register of all trees that reside on land in the portfolio. Each tree can then be actively managed in terms of scheduled PPM tasks, condition assessments, and reactive maintenance calls.

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.

Adding or Editing a Tree Record

To add or edit a tree record, 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.

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.

The Tree Editor is displayed.

Enter or edit the relevant details.

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

This field…	Holds this information...
Classification	The classification. This defaults to 'Tree'.
Tree Number	The tree number. 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. 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. These can be defined in Tree Species Reference Data (accessed by navigating to Functions > Tree Management > Tree).
Type	Whether it is a single tree, a 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. The Tree Age is only displayed when the Planted Date is present. It should show years and months or Not Available.
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. This is only displayed if 'Single Tree' is selected in the Type field.
Multitrunk	Whether the tree has multiple trunks. This is only displayed if 'Single Tree' is selected in the Type field.
Number In Group	The number of trees in the group. This is only displayed if 'Group' is selected in the Type field.
Length	The length of the hedge. 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	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.
N/A	Any comments on the tree.

Click Save.

Managing Tree Conditions

Refer to Adding or Editing a Condition Record for further information.

Managing Tree Consent

Refer to Adding or Editing a Consent Record for further information.

Managing Tree Notes

Refer to Managing Notes for further information.

Managing Tree PPM Tasks

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

Use K2 to: