When you register with OTISS you must select which type of account suits your needs.

National Trail & Footpath Manager

  • Register as an Estate Manager if you own, occupy or are responsible for a National Trail or a network of footpaths. This account will be the main administrative account for the trails.
  • An OTISS ‘estate‘ is created within the OTISS database and you can then create the trail sections/sites, infrastructure & path issue surveys (for managing the gates, fences, signs, etc),  tree safety surveys (for managing your tree stock).
  • For each member of staff that also needs to use OTISS, you register a ‘User‘ account and assign them a role in managing the estate (e.g. Viewer, Surveyor, Manager, Administrator, etc.).
  • For each volunteer that will help with the surveys, you can register a ‘User‘ account and assign them the role of ‘Surveyor’.

How To …

Use the menu on the left for detailed help about the various OTISS features, or click on the topics below for help and guidence for specific questions.

How to create a new Site or trail Section...

OTISS recommends that you divide a trail into lots of small ‘sites‘. For example: a linear section could be 1 to 10 miles long; or a site could include all the paths on a particular farm or estate – whatever you want it to be – read more about sites. Within OTISS, these sections and sites form the basis for carrying out surveys and generating reports. OTISS provides a set of online road and aerial maps that are sufficiently detailed for many situations – but you can also provide your own maps (see below).

  1. Press the Sites button to goto the Sites webpage. This page lists all the sites/sections for the trails.
  2. Press the Add Site button.
  3. The first thing you will be asked is whether you have your own map for this site. Select ‘No – use the online maps‘ or select the preloaded trail maps, and press the Next button.Site add
  4. The Add Site form appears. Enter a name for the site.
  5. There are optional sections for Contact and Address information for each site. These are useful when you have different contact names, telephone numbers and address for each site. This information is also available on the mobile survey app when going from site to site.
  6. There are optional sections for Tree Safety Risk Assessment Zones and Site Boundaries. These may not be relevant for all sites – and can always be updated later if required.
  7. At the bottom of the form you are asked whether to create an initial survey for this site. Select ‘Tree Safety’, ‘Furniture’ or leave blank as required.
  8. Press the Save button. OTISS will create the site and survey.
  9. You can now use the mobile survey app to download the survey and start surveying.
How to add trail maps...
OTISS provides a set of online road and aerial maps that are sufficiently detailed for many situations – but you can also provide your own maps. Because trails cover such a large area, its best to discuss your trail maps with OTISS support staff first. We can bulk load lots of O.S. tiles or link in to an existing WMS map service.
How to re-survey an existing site...
Sometime after the initial survey, you will want to re-survey the site to see what has changed. This could be a planned annual/biennial survey or an ad-hoc after a storm – re-surveys can be done whenever required. It is important to keep an audit trail of surveys, so we create new surveys each time. Read more about surveys.Survey grid

  1. Goto the Surveys page on the website.
  2. Select the site in question in the Site dropdown box and the table shows all surveys carried out on that site.
  3. Check that all the surveys in the table have a Status of ‘closed’. If necessary, Edit each survey and set the Status to ‘closed’. It is recommended that only one survey (of each type) for each site should be ‘active’, the others should be ‘closed’. Otherwise it can get confusing!
  4. Select the most recent survey and press the Re-Survey button.
  5. Select the new survey and press the Edit Survey button – update the details as required. Press Save.
  6. Assign the appropriate users to carry out the survey.
  7. You can now use the mobile survey app to download the new survey. The app will also download the most recent inspection data for each tree/item from the previous surveys.
  8. As you re-survey each tree, the old data is loaded, which you then change as required, then a new record is created as part of the new survey. Initially the new survey has no inspections of its own, but this number increases as you re-survey each tree/item.
  9. Finally use the mobile survey app to sync the new data back to the OTISS website where you can check and process the survey data.
  10. Later when all the survey work is done, you can select the survey and press the Complete Survey button to mark it as ‘closed’.
How to give new staff access to the estate...
You can provide your staff (and trusted volunteers) access to the OTISS website and survey apps. They will see all the same maps, survey data and reports. You can setup your client as a ‘Viewer’ (not allowed to make any changes), ‘Surveyor’ (only carry out assigned surveys) or ‘Manager’ (work with you to survey and manage the estate).

  1. There is an annual subscription to pay to allow your staff to use OTISS. Goto the costs page to pay the “Additional Users” subscriptions.
  2. The OTISS staff will tell you when the new subscription has been activated. Then you can proceed with the following steps.
  3. Log into OTISS website and press the Estate button.
  4. Click on the Access tab, and then press the Register User button.
  5. Fill in the form to create the user account and enter an email address and password.
  6. Select what level of Access Level you want to give the user.
  7. I suggest you use the email and password to login to OTISS to check it is all working ok.
  8. Finally, tell your user the email and password so that they can login. They can change their own password later if they wish.

 

At any later date, you can change the level of access or remove the user as follows.

  • Click on the Estate button.
  • Click on the Access tab, and you will see the list of users that have been given access to the estate.
  • Select the user in the table and press the Change User or Remove User buttons.
How to give Arb Consultants access to the estate...
You can provide your Arb Consultants access to your estate so that they can help work with you to survey and manage the estate. The consultants must already have a separate OTISS ‘Arb Consultant’ account.

  • Log into OTISS website and press the Estate button.
  • Click on the Access tab, and you will see the list of users that have been given access to the estate.
  • Press the Add User button, enter their OTISS login name and select an access level – typically ‘Manager’ (i.e. work with you to survey and manage the estate).
How to allow OTISS support staff to view the estate...
All your estate and survey data is private to you, and only visible when you login to OTISS or the survey apps. But sometimes the OTISS support staff may need access your estate so that they can help resolve problems or provide help and guidence on the best way to use the OTISS features. Once you provide access, OTISS staff can login to the OTISS website, select your estate and see the maps and survey data. At any time you can withdraw this access and possibly re-apply it in the future as required.

  1. Log into OTISS website and press the Estate button,
  2. Click on the Access tab. Press the Support Staff button. Check and confirm the operation.
  3. OTISS staff can now select your client and see the maps and survey data, and can do/see everything that you can do.

 

At a later point you can remove this privilege as follows.

  • Log into OTISS website and press the Estate button,
  • Click on the Access tab, and you will see the list of users that have been given access to the estate.
  • Select the “otiss@intrinsica.co.uk” user in the table and press the Remove User button.