User Guide

Any Apple iPad with system version 13 or higher.

• App Store

While you collect data in the field offline using the tablet application, completing the inventory needs to be done on the CheckTrees.com portal. For this, you need to have an arborist account created on the portal.

• Arborist account registration

1. Launch the CheckTrees application.
2. Enter your email address, password, and confirm.
3. If your user account on CheckTrees.com is assigned to multiple arborist/partner accounts, select the one under which you wish to work.
4. If the login fails, you can try again or proceed to the application without logging in (some functions will not be available).

If the login fails, it is possible to use the application without logging in, but some functions will then be inaccessible. Particularly, this concerns the ability to upload data to the CheckTrees.com portal, and thereby releasing it, creating exports and print reports, and publishing it on the portal.

1. After an unsuccessful login, use the Continue without login button.

1. In the bottom bar, select the Project icon.
2. In the upper right corner, select the + icon and choose New Project.
3. Enter the project name and project settings. The settings can be changed later.
4. Select Create.

On the CheckTrees.com portal:

1. The partner who owns the existing project initiates its update by selecting Activity Overview > Project Updates > Start Update.
2. When starting the update, they will select the arborist who will perform the update. If they select you, you will shortly see their project in your app.

In the application:

3. In the bottom bar, select the Project icon.
4. In the upper right corner, select the folder icon.
5. The Local tab offers projects you already have on the tablet. Select the CheckTrees.com tab to see which projects have an update started on the CheckTrees.com portal.
6. Select a project. The project will be downloaded to the tablet and open in the application. From this point on, it will be available in the Local tab.

A project is divided into smaller parts (districts) and those into individual sites. If you started a new project, you must first create districts and sites. If you are updating an existing project, you can also add new districts and sites to it. How you define individual sites is entirely up to you. Usually, a site is a bounded entity – a square, a street, a part of a park bounded by paths, an alley...

Creating a district

1. In the bottom bar, select the Catalog icon.
2. In the left column, click the project name; the project overview opens with the option to edit it.
3. In the upper right corner, select the + icon and name the new district.
4. Confirm with the Create button.

Creating a site

1. In the bottom bar, select the Catalog icon.
2. In the left column, click the project name; the project overview opens, including the districts that the project contains.
3. Select the district you want to add the site to. An overview of the district opens.
4. In the upper right corner, select the + icon and name the new site.
5. Confirm with the Create button.

1. Ensure you have actually selected the site you want to add the tree to. The currently selected site is displayed (both on the map and in the catalog) in the top left corner.
2. To select a different site, open the page for that site in the catalog. Then click the icon with squares and an arrow in the top right corner.
3. In the bottom bar, select the Map icon.
4. On the right, select the tree icon, place the crosshairs at the location on the map where you want to place the tree, and confirm creation with the Save icon.
5. The tree page will open. Fill in the tree details, take photos of it, add treatments, accompanying organisms, etc. On the right side of the screen, there is an icon bar where you can switch between different types of data. Data can also be added or edited later.
6. Save the tree with the Save icon or leave without saving the data using the Cancel button.

1. Ensure you have actually selected the site you want to add the tree to. The currently selected site is displayed (both on the map and in the catalog) in the top left corner.
2. To select a different site, open the page for that site in the catalog. Then click the icon with squares and an arrow in the top right corner.
3. In the bottom bar, select the Map icon.
4. On the right, select the three-trees icon.
5. By clicking on the map, set the nodes of the polygon that marks the area where the group is located. You can remove any node by tapping to highlight it and deleting it with the trash icon on the right. If you hold your finger on a node, you can move it. If you hold your finger on the center point (the purple "node"), you can move the entire polygon.
   A valid polygon must have at least 3 nodes; a group cannot be created without a valid polygon. Confirm the creation of the group with the Save icon. The polygon can also be edited later.
6. The tree group page will open. Fill in the group details, take its photos, add treatments, accompanying organisms, etc. On the right side of the screen, there is an icon bar where you can switch between different types of data. Data can also be added or edited later.
7. Save the group with the Save icon or leave without saving the data using the Cancel button.

1. In the bottom bar, select the Map icon.
2. Tap the element's marker. The marker changes color, the element's data is displayed on the left, and editing icons appear on the right. Select the camera icon on the right.
3. The camera will open, where you can take a photo in the usual way.
4. Finally, confirm the addition of the photo by selecting Use Photo or repeat the shot without uploading this attempt by selecting Retake.
5. If you want to upload multiple photos for an element, select the camera icon again and repeat the process.

1. In the bottom bar, select the Project icon.
2. In the top right corner, select the arrow icon pointing out of the tablet. A menu will appear where you select Upload project to CheckTrees.com.
3. Your inventory is now available on the CheckTrees.com portal (Data collection app > Uploaded inventories). It will shortly be prepared by the server for use.

This option is useful if you have already uploaded an inventory but still need to edit it, add more photos, or if you merged multiple inventories and want to move trees between sites.

1. Log in to the CheckTrees.com portal.
2. Open the list of uploaded inventories (Data collection app > Uploaded inventories) and open the inventory from there.
3. In the Viewing and Editing section, click the Open button.
4. A map with your project will be displayed. You can see its structure to the left of the map. Right-clicking on a project, district, site, or tree/group and selecting View information opens a dialog allowing their edits.

Merging inventories is useful if multiple people are working on one project and they divide the territory they collect data in, or if you need to deliver a project in parts (e.g., spread over several years).

• When merging inventories, both inventories need to be released, or conversely, both must be unreleased. It is not possible to merge a released inventory into an unreleased one and vice versa.
• districts with the same name are considered identical. The same applies to sites.
• If the merged inventories contain identical trees, they will be present twice in the resulting inventory.

1. Log in to the CheckTrees.com portal.
2. Open the list of uploaded inventories (Data collection app > Uploaded inventories) and open the inventory into which you want to merge the second inventory.
3. In the Merge Inventories section, click the Schedule Merge button. This section is only visible if you have other inventories available.
4. On the Merge Inventories page, select the second inventory and also how to handle duplicate numbers in a site. Confirm the merge with the Merge button.
5. Wait for an email informing you of the completion of the merge. Merging should not take more than an hour.

1. Log in to the portal as an Arborist or Partner.
2. In the left column, expand the Arborist or Partner menu.
3. In the menu, select the Credit link.
4. If you have not yet filled in your Company ID (IČO), you will be prompted to add it.
5. Click the Order credit button. The Purchase Credit page will open.
6. Enter the required amount of credit in the Credit Amount box and click the Calculate price button. The price for the credit without and with VAT will appear.
7. If you wish to continue purchasing, check the pre-filled billing information and click the Order button.
8. Your order will be saved, and an invoice with payment details will be sent to you by e-mail at the earliest possible date. The credit will be added after payment.

1. Log in to the CheckTrees.com portal.
2. Open the list of uploaded inventories (Data collection app > Uploaded inventories) and open the inventory.
3. In the Release section, click the Release Inventory button.
4. The calculation of the credit needed to release the entire inventory will be displayed. If you have enough credit, you will see a Complete Release button.
5. Confirm with the Complete Release button.

1. Log in to the CheckTrees.com portal.
2. Open the list of uploaded inventories (Data collection app > Uploaded inventories) and open the inventory.
3. In the Exports & Print Reports section, select the export type and confirm with the Export/Prepare button.

A released project can be published on the CheckTrees.com portal. If the data owner creates a partner account, you can assign the project to them and they will be able to use all the tools for working with data that the portal offers.

1. Log in to the CheckTrees.com portal.
2. Open the list of uploaded inventories (Data collection app > Uploaded inventories) and open the inventory.
3. In the Publishing section, click the Publish button.
4. Select the partner who owns the data. If the partner does not have an account on the portal, select Partner is not registered on the portal.
5. Confirm with the Publish button. Publishing data can take a few dozen minutes, and we will inform you by email when it is complete.

If you update a project that already exists on the CheckTrees.com portal, you will not want to publish the uploaded inventory as a new project. Instead, the data is uploaded directly into the pre-existing project.

1. Log in to the CheckTrees.com portal.
2. Open the list of updates (Activity Overview > Project Update) and open the correct project update.
3. In the Select inventory with project section, you can see all the inventories you uploaded that contain the project. Released inventories have a Select button. Choose the one from which data in the project is to be updated.
4. Complete the update using the Hand Over to Finish button. The data will be uploaded to the project on the CheckTrees.com portal. Changes to the project made directly on the CheckTrees.com portal during the update will also be preserved.

1. In the bottom bar, select the Project icon.
2. In the upper right corner, select the + icon and choose New Project.
3. Enter the project name and project settings. The settings can be changed later.
4. Select Create.

On the CheckTrees.com portal:

1. The partner who owns the existing project initiates its update by selecting Activity Overview > Project Updates > Start Update.
2. When starting the update, they will select the arborist who will perform the update. If they select you, you will shortly see their project in your app.

In the app:

3. In the bottom bar, select the Project icon.
4. In the upper right corner, select the folder icon.
5. The Local tab offers projects you already have on the tablet. Select the CheckTrees.com tab to see which projects have an update started on the CheckTrees.com portal.
6. Select a project. The project will be downloaded to the tablet and open in the application. From this point on, it will be available in the Local tab.

1. In the bottom bar, select the Project icon.
2. In the upper right corner, select the folder icon.
3. The Local tab offers the projects you have available. Select the project you want to work on. The project name and basic counts of objects will be displayed, and the project will load in the Catalog.

1. In the bottom bar, select the Project icon.
2. In the top right corner, select the trash icon.
3. Confirm deletion by selecting Delete Project. The project will be removed only from the app on your tablet. Any other exports and backups will remain untouched.

1. In the bottom bar, select the Settings icon.
2. In the left menu, under the Project section, choose Preferences.
3. The trunk measurement method varies depending on national methodology. The value is set to "diameter" (Czech methodology), but it can also be set to "circumference".
4. If you are updating a project that is already uploaded and published on the CheckTrees.com portal, you can check Load photos from CheckTrees.com. This option displays photos for elements that are already uploaded on CheckTrees.com, e.g., for exact tree identification.
5. If you are updating a project that is already uploaded and published on the CheckTrees.com portal, you can check Load change logs from CheckTrees.com. For every element in the catalog, you will see what changes have occurred for it on the CheckTrees.com portal. These changes will not be reflected in the app data; it is merely an informative list.

Designated fields exist in the app for all commonly collected data. However, you might find that you need to collect less common data for trees or simply want to jot something down. In that case, it is handy to set up custom user fields where you can store the data.

1. In the bottom bar, select the Settings icon.
2. In the left menu, under the Project section, choose Custom Fields.
3. At the top, select whether it will be a field for trees or tree groups.
4. For each element type (trees/groups), you have 18 custom fields available. To set a custom field name, click on its number and select Rename field.
5. For a given field, you can also set values from which you can easily choose what to fill in the field when creating a tree/group. Add a preset value with the Add value button.

1. In the bottom bar, select the Catalog icon.
2. In the left column, click the project name; the project overview opens with the option to edit it.
3. In the upper right corner, select the + icon and name the new district.
4. Confirm with the Create button.

1. In the bottom bar, select the Catalog icon.
2. In the left column, click the project name; the project overview opens, including the districts the project contains.
3. Select the district you want to add the site to. An overview of the district opens.
4. In the upper right corner, select the + icon and name the new site.
5. Confirm with the Create button.

1. In the bottom bar, select the Catalog icon.
2. In the left column, click the project name; the project overview opens.
3. Select a district. An overview of the district opens.
4. Select a site. An overview of the site opens with the option to edit it.
5. In the top right corner, select the pencil icon. Now you can rename the site, set site details, or add a note.
6. Save the set values using the Save (floppy disk) icon in the bottom right. If you do not wish to save the changes, select Cancel.

1. In the bottom bar, select the Catalog icon.
2. In the left column, click the project name; the project overview opens.
3. Select a district. An overview of the district opens.
4. Select a site. An overview of the site opens with the option to edit it.
5. In the top right corner, select the X icon and confirm with the Delete button. Deleting a site will also delete all trees and groups within it. If you wish to keep the objects, you must move them to another site before deleting this site.

1. In the bottom bar, select the Catalog icon.
2. In the left column, click the project name; the project overview opens, including the districts the project contains.
3. Select the district where the site is currently located. An overview of the district opens.
4. Select the site you want to move. An overview of the site opens with the option to edit it.
5. In the upper right corner, select the three dots icon and choose Move site.
6. Select which district the site should be moved to.

Taking a photo of a site

1. In the bottom bar, select the Catalog icon.
2. In the left column, click the project name; the project overview opens.
3. Select a district. An overview of the district opens.
4. Select a site. An overview of the site opens with the option to edit it.
5. To take a photo directly, select the camera icon in the top right corner. The camera will open, where you can take a photo in the usual way.
6. Finally, confirm the addition of the photo by selecting Use Photo or repeat the shot without uploading this attempt by selecting Retake.
7. If you wish to upload multiple photos for the site, choose the camera icon again and repeat the process.

Adding an existing photo of a site from the tablet

1. In the bottom bar, select the Catalog icon.
2. In the left column, click...