This topic outlines how to add, edit, and delete a tree in VertiGIS FM Greenspaces.

This topic outlines how to manually add individual trees in VertiGIS FM. You can alternatively import your own internal record of trees into the VertiGIS FM database using a CSV or XML file. This option is ideal for adding large quantities of trees simultaneously (for example, to establish an initial record of trees in the VertiGIS FM database).

Add a Tree

There are multiple ways to create new trees in VertiGIS FM Greenspaces.

You can add a new tree to the database on the Tree Management search page. This procedure allows you to add a tree to the database without specifying a green area or completing an initial inspection.

To Add a Tree on the Search Page

1.Navigate to the Tree Management search page.

2.Under Objects, click Tree, and then click the Add New Tree () icon.

3.At minimum,

▪Enter an identifying number for the tree in the Tree Number field.

▪Select a species from the Tree Species menu.

▪Select an inspection interval from the Inspection Interval menu.

4.Enter any additional tree properties as available in the tree's core details or Basic Data sections. Refer to Tree Details descriptions of all form fields.

5.Click Save or Save and Close.

Add a Tree on the Start Page

Using this workflow, you can complete an initial inspection of the tree and add it to a green area in the database.

To Add a Tree on the Start Page

1.Navigate to the Tree Management start page.

2.Under Operational Procedures, click Add Trees.

If you do not see the Operational Procedures template, an administrator must add it to your custom dashboard or restore the legacy dashboard. Refer to Dashboard Customization.

3.Double-click the green area to which you want to add the new tree.

4.In the Trees section, click the Add New Tree () icon.

5.Enter the tree's core data in the Tree and Basic Data sections. At minimum, select a species from the Tree Species menu.

Refer to Tree Details for field descriptions.

6.Do either of the following:

▪Select the Without Initial Checking check box. This step circumvents the need to complete an inspection and document that the tree is safely planted.

▪In the Assessment section, select an option from the Road Safety menu. This option is required to ensure the tree is planted safely in the green area and does not pose a risk to the public. Enter additional tree inspection details as available.

7.Click Save and Continue.

Add a Tree on the Green Area Details Page

You can also add a new tree to the database on the details page of the green area to which you want to add the tree.

To Add a Tree on the Green Area Details Page

1.Navigate to the details page of the green area to which you want to add the new tree.

2.Expand the Trees section and click the Add New Tree () icon.

3.Enter the tree's core data in the Tree and Basic Data sections. At minimum, select a species from the Tree Species menu.

Refer to Tree Details for field descriptions.

4.Do either of the following:

▪Select the Without Initial Checking check box. This step circumvents the need to complete an inspection and document that the tree is safely planted.

▪In the Assessment section, select an option from the Road Safety menu. This option is required to ensure the tree is planted safely in the green area and does not pose a risk to the public. Enter additional tree inspection details as available.

5.Click Save and Continue.

Import Trees

As an alternative to manually creating trees, you can import them using an Excel file or by integrating your VertiGIS FM instance with a VertiGIS Studio web map that contains tree data.

Refer to Import and VertiGIS Studio Integration for more information.

You can contact support for assistance importing trees or other internal facilities management data into VertiGIS FM.

Edit a Tree

You can edit a tree's core properties on its details page.

To Edit a Tree

1.Navigate to the tree's details page.

2.Click the Edit () icon.

3.Edit the tree's properties as required. Refer to Tree Details for field descriptions.

4.Click Save or Save and Close.

Batch Edit Trees

You can perform a batch edit on trees to edit the Tree Species, Green Area, Inspection Interval, Stage of Development, Vitality, and Stock properties, or any properties stored in the Basic Data, Current Tree Data, and Trunk Information tabs, of two or more trees in one action. Trees selected in a batch edit do not need to be from the same species.

You can perform a batch edit on the Tree Management search page.

To Batch Edit Multiple Trees

1.Navigate to the Tree Management search page.

2.Under Objects, click Tree.

3.In the search grid, select the trees you want to edit and click the Edit Trees () icon.

Press the ctrl key on a Windows keyboard to select items in the search grid that are not directly on top of or beneath each other.

4.For the property or properties whose value(s) you want to batch edit, select the check box and select or enter the new value.

5.Click Apply to All. Affected trees are listed in the Inventory section.

6.Click OK on the confirmation dialog.

The new properties are assigned to all selected trees.

Trees with Updated Green Area Property Via Batch Edit

Delete a Tree

You can delete existing trees from the database on the Tree Management search page.

To Delete a Tree

1.Navigate to the Tree Management search page.

2.Under Objects, click Trees.

3.Select the tree you want to delete and click the Delete () icon.

4.Click OK.

Tree Details

Basic Data