Filters are the main way to group and select assets of interest. Using filters allows you to narrow down your asset selection by certain asset properties. Multiple filters can be applied to identify assets of interest.
You can find the filters in the Assets by Filter option in the Find menu, or in a number of reports in the Reports section.
Drawers
Filters are organised and kept in closed sections called drawers. The drawer system is used throughout the software.
Click any header with a right-facing arrow to open that drawer.
The drawer opens with a list of possible properties of that type. Click the required options for the filter. Sometimes multiple options can be selected.
Selections are green. The more filter selections you make, the more fine-tuned your search will be.
Finding Assets by Filter
Click Assets by filter to find assets using Tree SMART's filters.
First, select the required asset types.
Note that the asset types available depend on the system's particular configuration.
All types begin selected (green).
To search for only one of the asset types, click the others to deselect them.
Having multiple options selected will display reports for each asset type.
Note: Filtering will only be possible on all shared characteristics, e.g. if both Tree and Road Segment are selected, there will be only filter options common to both trees and road segments.
For example, if you select both you will not be able to filter by BS5837 category because that is a tree-specific attribute.
Location
Click Location to specify ward, road information, property etc.
The combination of an asset type with a location filter will first limit the search to the selected asset type, and then only to assets in the location selected. Each selected filter will in turn narrow the search down into an ever-smaller subset of the original data determined by each filter selected.
As an example: in this way, you can use the filters to search for all assets of a single type, in a single ward, which are on A roads. This would allow you to plan out traffic management or out of hours visits to minimise traffic disruption.
Do not include conflicting requests in multiple filters as some filter selections may cancel each other out.
An example of this is the Road Classification/Hierarchy and Road Form Filters. If you were to select Road Classification as A-Road, but then set the Road form to Footpath, you would expect to receive 0 results as the selections conflict with each other.
To search for assets within a specific area on the map, click polygon or rectangle to choose the area shape. Instructions are given on how to draw the polygon or rectangle area.
Click Restrict location on map... to start drawing the area. Follow the instructions given.
Using the Restrict location on Map… filter allows you to draw either a polygon or rectangle on the map and only assets within that area will return in the asset results. This is useful for either large areas that do not conform to other area filters such as housing estates, or for smaller areas such as road junctions or parks.
Click Clear restriction to dismiss your drawn selection.
Tree Properties
Click Tree Properties to search for attributes such as species, ownership and maintenance, archive reason and creation date.
Custom attributes and external IDs are also often to be found here.
Cycle Properties
Click Cycle properties to locate assets on the selected maintenance cycles.
You can also set a range of due dates to return assets that are due to be visited within that date range. The overdue box can be checked to only include assets that are overdue within the range set. You can also set just the overdue box to return all assets in the system that are past their due date. By selecting the Include not set? box you will extend the search to assets which do not have a due date set.
You can use any combination of these filters, or use each one on its own, depending on your needs. They are not dependent on each other.
Last Inspection Visit
Click Last inspection visit to filter by details of the most recent inspection.
This allows you to find assets where certain values were recorded, such as trees that had high-priority defects or pathogens on their last visit.
Other filters in this drawer include the user, vehicle, BS5837 category, Health/Vitality, Structural condition, Life stage etc.
Work Requests
Click Work Requests to specify requested work by type, status, priority (order is based on user spec) etc.
If your system supports Service Requests, you can filter assets by the request type and their status. The status of a Service Request is either open, fulfilled or abandoned. This allows you to package together similar tasks into work packages, for example.
You can narrow the results down to those raised or resolved by specific users, and specify date ranges on when the request was opened, due by, or resolved.
Due by dates are dependent on a priority having been set in supporting systems.
Resolved by is used for identifying requests that have been fulfilled or abandoned between certain dates.
Using an Asset ID
Instead of using filters, you can enter the Asset ID to locate an asset.
Click Asset ID to specify the asset ID.
When using Asset ID, make sure to clear any other filters. Anything that does not match the specified tree will cause the reports to return no results.
Once your filters have been set, you will be offered various tasks to undertake on the assets. Assets by Filter offers the following:
- Save as Work Package to create a new work package containing the selected assets.
- Clear: Click this to clear the filters to start again.
- Report: Click to open a State Report page with the selected filters already applied.
- Show: Click to display the selected assets on the map.