Most conservation organizations have a basic form they use for performing the annual monitoring of their properties. Many of the typical form fields like the date of the visit, the location of the property, and landowner contact information either have specific fields already defined or are captured in LANDSCAPE in other places outside of a particular monitoring visit. But, to capture other information about your monitoring visit that may take the form of simple Yes/No questions or that require a short answer, you should use Monitoring Objectives.
Where to Define your Objectives?
To make it easy for organizations that use the same basic form for all properties and yet flexible enough to handle slight variations between properties, LANDSCAPE allows you to define your Monitoring Objectives at 3 levels: a Shared Monitoring Objective List in Settings, once in each Stewardship activity, and in each individual Monitoring Visit.
By defining your Monitoring Objectives in Settings, any changes you make to wording or possible response options will automatically be reflected in all the Stewardship activities using that Shared Monitoring Objective List.
If your organization requires a unique set of Objectives for each property, you may not benefit from defining any Objectives at the Settings level.
Defining Objectives in Settings
To define a Shared Monitoring Objective List, go to the main Settings menu. On the General page find the Shared Monitoring Objectives Lists and press the plus-sign button. A new list will be created and the editor page for the list will be displayed.
From this window you can give the new list a name and begin to add objectives to it. To add objectives, click the plus-sign button on the objectives list section. All Monitoring Objectives will have Title, Description, and Monitored Condition Type fields.
A Short Answer objective will offer a single text-entry box for the Monitored Condition response. If you set the Monitored Condition Type field to Pick from List, a set of options can be presented to choose from.
Simply type in the Options fields to change the text of the option. New options can be added by pressing the Add Option button. Options can be deleted by pressing the X button to the right of the option. Options can be reordered by clicking and dragging the dots up or down the list.
By default the Objective will only allow one option to be selected at a time. To allow multiple options to be selected, check the Allow multiple selections box.
If an Objective has an option that requires more explanation, check the Needs additional text entry box. When checked, another field becomes available to enter a prompt for the user to enter additional text. You may type something like, "If yes, then give details" or "Other."
Any updates you make in your Shared Monitoring Objective Lists will automatically be reflected in any Stewardship activities that are using them.
Adding Default Monitoring Objectives to Stewardship Activities
Each Stewardship activity has a default set of Monitoring Objectives. These are the Monitoring Objectives that will be copied into every new Monitoring Visit you create for that Stewardship activity.
Individual Monitoring Objectives can be defined and added to the Default Monitoring Objectives list by clicking the plus-sign button to the left of the list.
You can also choose to use one of the Shared Monitoring Objective Lists that you defined in Settings by clicking on the list button to the right of the plus-sign button and choosing the name of a list. Caution: any existing objectives will be removed and replaced with the objectives in the list.
When Monitoring Objectives reference a Shared Monitoring Objective List, you may not edit the definition of the objective unless you remove its reference to the shared list.
The Monitoring Objectives in the Stewardship activity list have a Baseline Condition field. This field is useful for tracking the expected condition of the property related to the given Monitoring Objective.
Monitoring Objectives in a Monitoring Visit
All new Monitoring Visits will inherit a copy of the Stewardship activity's Default Monitoring Objectives. Monitoring Objectives are available on the Objectives tab of a Monitoring Visit. Instead of the definition view of the Objectives, by default Monitoring Visits will display the form view of the Objectives where the Monitored Condition Responses can be easily recorded.
If you need to add, remove or modify any of the objectives for this particular visit, you can press the Show Definitions button to the right of the Monitoring Objectives list title bar. This button is not available for Users with the Stewardship Volunteer permission.
Once a set of Monitoring Objectives has been added to the Monitoring Visit, they will not be automatically updated even if the Default Monitoring Objectives change for the Stewardship activity. This is so the Monitoring Visit maintains a permanent record of the questions asked at the time the visit was completed.
Using the Monitoring Objectives Form View in a Report Template
If your monitoring visit workflow requires that you take a printed form into the field to record your Monitored Condition responses or if you prefer to see the form fields in your final report, you can create a Report Template that displays the form view of your Monitored Conditions.
In a Repeated Content Block that is repeating the Monitoring Objectives field, add the Monitoring Objective Data Entry field to the template.
When you merge a Monitoring Visit into this report template, you will see the defined form options for each Monitoring Objective.