Tree Safety Inspections

Planning and carrying out annual Tree Safey inspections and work programmes form the core of tree management systems. OTISS supports all stages of the Tree Management process.

  • Many landowners get an independent Arboricultural Consultant to carry out a complete survey every few years – typically every 3 or 5 years. The consultant will inspect each tree, will make a series of recommendations of work to be carried out and will assign a priority or time scale to each one.
  • For risk management purposes, it is considered best practice to group trees into risk zones; where each zones is assigned a risk category (e.g. high, medium or low). For high risk zones, an annual inspection cycle is recommended. The inspection cycle for the for lower risk zones typically ranges between 2 and 5 years.
  • An effective rolling programme of inspection cycles and maintenance work should result in a healthier tree stock and more predictable budgets.
  • The Estate Manager (and Consultant) will then create a multi-year work programme. This plan will be driven by the consultant’s recommendations, but will also be influenced by a range of other factors including; budget constraints, development plans for the property; the opinions/concerns of neighbours, etc. These plans are essential when managing external contractors and also your own staffs time.

Using your own staff…

  • Between these inspection cycles, the trees may suffer from storm damage, collisions, fallen branches, disease. Your staff (groundsmen, caretaker, facilities manager, etc.) may require further maintenance work or inspections to be carried out on individual trees – calling upon Arboricultural Consultants or contractors as required.
  • The Tree Survey Android™ application makes it very convenient for staff to use their mobile phone to create new inspection records and work items – especially when they are on-site and notice something that needs attending to.

Tree Surveys and Inspections

An OTISS ‘survey’ is created to plan and carry out an inspection cycle on a selected set of trees. If outside consultants are being used, then they can be assigned to have online access to the required maps and inspection history. This ‘survey‘ record contains general information about aims, restrictions, weather on the day, overall findings, etc. Within a survey, an ‘inspection‘ record is stored for each tree; see the full listing of tree survey data stored by OTISS for each tree.

  • Inspections are carried out using your mobile phone or tablet (only Android at present). With the Tree Survey Android application, you can view, update and create new tree inspections. The maps and data are synchronised between OTISS and your phone/tablet.

All new tree inspections are linked to the current active/open survey for that site/zone. When this survey is set to the ‘closed’ state. then these records are effectively frozen. Over the years, the survey records provide an audit trail that will help fulfil your legal ‘duty-of-care’ obligations. A new survey is then created for the next inspection cycle, or as a basis for any ad-hoc inspections/work.

Risk Assessment

OTISS now supports various tree safety risk assessment methodologies (e.g. ISA TRAQ, QTRA, THREATS, Matheny and Clark). As part of each tree inspection, suitably trained users fill in the risk factors that are used to automatically calculate a resulting risk category. OTISS supports many standard methodologies, and we provide two configurable algorithms to setup your own method. Read more…

Tree Valuation

As an optional extra, you could also carry out a CAVAT or TEMPO valuation on the trees. The tree valuation sub-forms are simply part of a TreeSafety or Risk Assessment survey; or can be used to carry out tree stock valuation on an estate. As you fill in the valuation factors, the forms automatically calculate a resulting monetary value (£) or merit score. Read more…

Tree Works Programmes

Part of each survey will be recommendations for maintenance or safety work. Sometimes they will recommend that a more detailed inspection be carried out by an Arboricultural Consultant using specialist equipment. All these recommendations appear on the Recommendation Reports. These are invaluable for planning work programmes and getting competitive quotes.

  • An example Recommendations Report provides a detailed listing of the trees that require action. The report layout can be tailored to to suit your own working practices.

Once you carry out the recommended works, you use the set of Work Done fields to record the date the work was done, by whom and some work notes. These could be filled in by the work team or by a followup visit to check the work. These work dates and notes allow for a complete record and audit trail of all survey and subsequent maintenance work on each tree.

Building Reports
TreeSafety excel chart 4

OTISS provides a set of pre-defined PDF reports and Excel spreadsheets to provide summary charts and detailed information about the surveyed trees.

In addition, you can create a set of Excel Report Templates to layout your own style, fonts, colours, column widths, border, formatting, etc. Select which data columns to include and which summary tables to provide some key statistics: e.g. condition, species, etc. Upload your prepared template to OTISS and the spreadsheet is immediately returned to you with the requested data and photos. More about Excel Report Templates...

Reports can be created for individual sites or for the entire estate. You can also select what to include in a report, you can search and sort your data using multiple criteria. For example:

  • “include those trees on a particular site that need work doing on them this year”,
  • “include all trees that are due for inspection within the next 6 months”,

The Summary reports are ideal for management committees, boards of directors and governors. The detailed reports for day-to-day management. Here are some of the pre-defined PDF reports as examples of what you could achieve.

The audit trail, photos and history of each tree can be viewed. This provides a complete audit trail of all the inspections (including dates, surveyor’s name, etc.) and all management work carried out on the tree.

TreeSafety excel chart 1