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GeoTracks Web Application Business Practices for Forest Legacy Projects

Filter, search, edit and create Activities. 

If the activity was already created in Planner

From the Planner Application Activities page, select the three vertical dots ‘More Options’ then select box with an arrow ‘Open in GeoTracks’ 

OR 

Select the activities tab and search or hover for the desired activity. Select ‘open activity’ and the summary section will open on the right side of the screen. 

  • Select the pencil icon to edit the activity. 

  • Verify information is correct for the 1) Location, 2) Offices, 3) Summary tabs; those fields will have been brought over from Planner where the activity was first created. 

  • Select ‘Details’ tab then the pencil icon to edit activity details. 

  • Select ‘Personnel’ tab then the ‘Add Personnel’ icon to add personnel involved with the project. 

  • Select ‘Mapping’ tab then the ‘+’ icon to add feature.  

  • Polygons should be used for Forest Management Treatments and Plans.  

  • Points can be used for Landowner Assists. 

  • Select ‘Landowner’ tab then the ‘Dispatch Landowners’ to assign landowner. 

  • Select ‘Notes’ and type any optional messages for others working on the Project. 

  • Select ‘Media’ then the ‘Upload’ icon to upload any additional files, photos, etc. 

  • Select ‘History’ tab to review when the activity was last modified. 

If the activity is being created in GeoTracks Web

From the GeoTracks Web Application select ‘Activities’ on the toolbar (left side of screen) then click on the ‘+’ icon to ‘Add Activity’ and the Add New Activity summary will open on the right side of the screen. 

  • Location: Select the location on the map or enter the activity location address in the search bar 

  • Offices:Select field offices involved in activity. 

  • Summary:See above – Planner -> Create Activities in Planner -> Summary 

  • Select ‘Details’ tab then the pencil icon to edit activity details. 

  • Select ‘Personnel’ tab then the ‘Add Personnel’ icon to add personnel involved with the project. 

  • Select ‘Mapping’ tab then the ‘+’ icon to add feature. Polygons should be used for Forest Management Treatments and Plans. Points can be used for Landowner Assists. 

  • Select ‘Landowner’ tab then the ‘Dispatch Landowners’ to assign landowner. 

  • Select ‘Notes’ and type any optional messages for others working on the Project. 

  • Select ‘Media’ then the ‘Upload’ icon to upload any additional files, photos, etc. 

  • Select ‘History’ tab to review when the activity was last modified. 

Forest Legacy Activities 

May be entered in GeoTracks Web. 

Forest Legacy Plan Development (stewardship/multi-resource management plan) 

Forest Stewardship Plan (multi-resource management plan) – All Forest Legacy Projects should have a forest stewardship plan (FSP) associated with it. After initial reporting, only input this activity when a new FMP is written or updated over the life of the plan. 

Select or create a ‘Plan’ activity for forest stewardship plan (multi-resource management plan) development; where the planned activity is to write or enter a consultant’s forest stewardship plan. Edit Activity 

Note: All Forest Legacy Plans (stewardship/multi-resource management plans) should have polygon associated with the activity. The polygon should encompass the entire area the plan covers. This may or may not be the entire property but should encompass the entire Forest Legacy area. Check the box for ‘planned activity area’. 

Summary 

  1. Details 

    • Plan Category: choose the appropriate plan category type – Forest Stewardship.  

    • Plan ID: follow naming convention below. FIPS Codes can be found here.  

      • Private lands naming convention: Start with 3 digit FIPS code for the county_first 2 letters of first name and first 2 letters of last name_4 digit year the plan was completed. (e.g., A stewardship plan completed in 2018 in La Plata County for Jane Doe will look like: 067_JADO_2018

    • Type: new or revised. 

    • Plan Approval Date: date plan signed/accepted. 

    • Plan Length (years): typically ten years. 

    • Plan Expiration Date: typically ten years from approval date. 

    • Forested Acres: Not applicable, leave blank. 

    • Total Acres: Total acres the plan covers, should equal total FLP project area.  

    • Landowner legal: legal description of property. 

    • Forest Ag: Yes or no. 

    • Tree Farm: Yes or no. 

    • Forest Legacy:Yes or no. 

    • Save and Close. 

  2. Personnel 

    • Edit/assign personnel to the activity. 

  3. Mapping 

    • Draw or upload a point, line or polygon. Select ‘Mapping’ tab then the ‘+’ icon to add feature. Polygons should be used for Plans. 

      • Existing shapefiles can be uploaded 

      • Check box indicating ‘planned activity area’ 

    • OR 

      • Select ‘draw new feature,’ choose polygon and symbology, click ‘Next’ and draw feature on map of the area the plan covers. The CE boundary may not align with parcel boundaries.  

      • Check box indicating ‘planned activity area’ 

    • OR in GeoTracks Mobile 

      • From the ‘Map’ tab for the selected Activity tap the pencil icon at the bottom of the screen. 

      • Select ‘On Screen,’ or ‘By GPS’ as the feature creation method. 

      • Select feature type as ‘polygon’ and feature symbol. 

      • Begin walking (GPS) or tap (On-Screen) on the map to create the feature. 

      • When finished tap the checkmark in the top right corner of the screen and then tap ‘Yes.’ 

      • Tap the checkmark icon again and the feature will be created and added to the map. 

        • Note: All Forest Legacy Stewardship Plans (multi-resource management plans) need to be entered into GeoTracks. Forest stewardship plans should be entered as polygons and reflect the entire Forest Legacy project area.  

  4. Landowner 

    • Assign a landowner. 

  5. Notes 

    • Opportunity to add notes and assign priority. 

  6. Media 

    • Upload pictures or other files associated with the activity. 

  7. History 

    • Who is modifying activity and actions taken. 

Forest Legacy Monitoring

Select or create a ‘Landowner Assist’ activity for a Forest Legacy monitoring visit; where the planned activity is to conduct a yearly monitoring. Edit activity. 

Summary 

  1. Details 

    • Type: Initial Inspection or Reinspection. 

  2. Personnel 

    • Edit/assign personnel to the activity. 

  3. Mapping 

    • Draw or upload a point. Select ‘Mapping’ tab then the ‘+’ icon to add feature. Points should be used for Forest Legacy monitoring. 

      • Existing shapefiles can be uploaded 

    • OR 

      • Select ‘draw new feature,’ choose point and symbology, click ‘Next’ and draw the point on the Forest Ag property. 

    • OR in GeoTracks Mobile 

      • From the ‘Map’ tab for the selected Activity tap the pencil icon at the bottom of the screen. 

      • Select ‘On Screen,’ or ‘By GPS’ as the feature creation method. 

      • Select feature type as ‘point’ and feature symbol. 

      • Stand in the same location (GPS) or tap (On-Screen) on the map to create the feature. 

      • When finished tap the checkmark in the top right corner of the screen and then tap ‘Yes.’ 

      • Tap the checkmark icon again and the feature will be created and added to the map. 

  4.  Landowner 

    • Assign a landowner. 

  5. Notes 

    • Opportunity to add notes and assign priority. 

  6. Media 

    • Upload pictures or other files associated with the activity. 

  7. History 

    • Who is modifying activity and actions taken. 

Forest Legacy Treatments 

Select or create a ‘Forest Management Treatment’ activity; where the planned activity is to document where a forest management treatment occurred. Edit activity. 

Note: All Forest Legacy Treatments should have geometry associated with the treatment activity. If the treatment activity was to cut two acres of firewood, then a polygon should be created indicating the treated area. If monitoring for I&D was completed, then the area monitored should be represented.   

Summary 

  1. Details 

    • Primary Treatment: silvicultural practice. 

    • Treatment Method:how treatment was accomplished. 

    • Slash Treatment:Note: choosing ‘Pile Burning’ will prompt more fields. It is not necessary to track/enter number of piles for Forest Legacy. 

    • Product Removal: Yes or No. If Yes, you will be asked for more details. 

    • Maintenance Treatment Date: If follow up treatment is necessary. 

    • Monitoring: Yes or No. If yes, you will be asked more details. 

    • Under 3) Summary tab, select completed, enter date and UOM. 

      • Note: UOM = # acres treated.  

    • Save and Close. 

  2. Personnel 

    • Edit/assign personnel to the activity. 

  3. Mapping – All Forest Ag Treatments should have associated geometry.  

    • Draw or upload a point, line or polygon. Select ‘Mapping’ tab then the ‘+’ icon to add feature. Polygons should be used for Forest Management Treatments. 

      • Existing shapefiles can be uploaded 

    • OR 

      • Select ‘draw new feature,’ choose polygon and symbology, click ‘Next’ and draw feature on map around area where treatment is planned or occurred 

    • OR in GeoTracks Mobile 

      • From the ‘Map’ tab for the selected Activity tap the pencil icon at the bottom of the screen. 

      • Select ‘On Screen,’ or ‘By GPS’ as the feature creation method. 

      • Select feature type as ‘polygon’ and feature symbol. 

      • Begin walking (GPS) or tap (On-Screen) on the map to create the feature. 

      • When finished tap the checkmark in the top right corner of the screen and then tap ‘Yes.’ 

      • Tap the checkmark icon again and the feature will be created and added to the map. 

  4. Landowner 

    • Assign a landowner. 

  5. Notes 

    • Opportunity to add notes and assign priority. 

  6. Media 

    • Upload pictures or other files associated with the activity. 

  7. History 

    • Review who is modifying activity and actions taken.

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