Investigations are similar to inspections but do not recur at mandated intervals. Investigations are manually created to investigate a possible issue with a tree or tree cluster. For example, you may create an investigation to determine whether fungus is present on a tree and then create a separate order to remove the fungus.

Investigations for trees and tree clusters are created manually in VertiGIS FM and assigned to employees to complete in the field. Using the VertiGIS FM Greenspaces app, you can update and complete investigations, see the locations of associated trees and tree clusters on integrated web maps, and add new investigations to the system.

Investigation Form in VertiGIS FM Greenspaces App

View Investigations Assigned to You

You can access a list of all tree investigations assigned to you on the dashboard, by tapping the Open counter on the My Investigations widget. Tap the Overdue counter to see a list of all tree investigations whose Planned Dates have passed.

My Investigations Counters

To open a tree investigation, tap its tile in the list of investigations that opens.

Tree Investigations List

Dashboard widgets only include data for trees located in green areas you select in the app's green area filter.

Investigation Statuses

See Investigations by Tree

You can see investigations scheduled for the same tree by navigating to the tree's details page and expanding the Investigations section. This section shows all investigations for the tree that are assigned to you and have not been completed.

Investigations Section

On the list of investigations that opens for the tree, tap the investigation you want to open.

List of Investigations Associated with Tree

Update an Investigation

When you tap an investigation's tile in the list of tree investigations accessed from the dashboard, the investigation's form opens.

To update the investigation, tap in any of the fields and update the selection. Refer to Investigation Details for descriptions of each field.

Complete an Investigation

When you open an investigation in the app, the form programmatically selects Finished from the State menu. When you tap the check mark button () in the top-right corner, the system updates the investigation's status accordingly.

Saving a Completed Tree Investigation

Investigation Details

Upload Documents

In the Documents section at the top of the form, you can attach any files relevant to the investigation. This is typically used to attach photos.

Uploading a Document

See Tree Location

If your VertiGIS FM environment has an integrated web map with a layer mapped to tree, tree cluster, or green area entities in your database, you can see the location of the asset associated with an inspection, order, or investigation by tapping the map button () in the top-right corner of the app.

Map Button for Tree Inspection

The page that opens shows the asset's location on your web map. The asset's GIS feature can be a point (tree) or a polygon (green area).

For more information, refer to View Trees on Web Map.

Navigate to Tree Details

If you want to open the details page for the tree or tree cluster associated with the investigation, tap the button in the top-right corner of the app.

Navigating to Details Page for Tree Associated with Investigation

On the page that opens, you can review the tree's or tree cluster's core properties and make any necessary updates.

Tree Details Page

Refer to Trees and Tree Clusters.

Add an Investigation

You can add investigations for trees in the VertiGIS FM Greenspaces app on the details page for the tree or tree cluster you want to create the investigation for.

You can create investigations for a tree on its details page, or initiate the process on the app dashboard.

To Add a Tree or Tree Cluster Investigation

1.On the Tree tab of the dashboard, tap Trees or Tree Clusters.

2.Tap the tile for the tree or tree cluster you want to create an investigation for.

3.Swipe towards the bottom of the details page and expand the Investigations section.

4.Tap Add.

5.Enter the investigation details in the form. At minimum, you must complete the following mandatory fields:

▪Investigation

▪State

▪Date

By default, the user signed in to the application is selected in the Responsible field. Select a different user if you want the order to appear on another employee's dashboard.

6.Tap the check mark button in the top-right corner.

Add from Tree Investigation List

If a tree already has existing investigations that need to be completed, you can tap View in the Investigations section on the tree's details page. On the screen that lists investigations for the tree that are assigned to you, tap the + button in the bottom-right corner.

Add Button

You can see newly added investigations by tapping View in the Investigations section on the tree or tree cluster's details page, or by tapping the Open counter on the My Investigations dashboard widget.

A New tag appears on the tiles of newly created investigations.

New Order