Set up clients, properties, compartments and stands

Add a woodland owner, their property with its boundary, the compartments and the stands you will measure — drawing boundaries on the map or importing them.

For

Consultant foresters

Time

15 minutes per property

Where

Web app — Clients

Updated

2026-10-03

The app follows the way woodlands are managed: a client (the owner) has properties (woodlands), divided into compartments, which hold the stands you measure and manage. Boundaries matter: a stand’s boundary decides which methods are recommended for it, sets the frame for plot layouts and gives every area figure.

Add a client

1. Open Clients and choose New client. (From the first-run checklist, Add a client opens the same form.)
2. Enter the owner’s name, and optionally a contact and email. The email is for your records; it does not create a login.
3. Choose Create client. The client’s page opens.

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Add a property and its boundary

1. On the client’s page choose New property and enter its name and two-letter country code (IE, GB, FR…). The country is the fallback for method recommendations when no boundary is drawn.
2. Choose Draw polygon to draw the boundary on the map — or open Paste or upload GeoJSON.
3. Paste a GeoJSON Polygon or MultiPolygon, or choose a .geojson file, then Use pasted GeoJSON. The app checks the geometry and tells you what is wrong rather than guessing.
4. Choose Create property. The area is computed on the server from the boundary.

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Draw a boundary

Drawing works the same for a property, a compartment or a stand. The map shows the boundaries around it for context.

1. Enter the code (here, compartment 9).
2. Choose Draw polygon; it changes to Stop drawing.
3. Click each corner on the map, in order. The count of vertices shows under the map; Clear starts again.
4. Choose Finish polygon after at least three corners. The description above the map changes from No geometry to the polygon.
5. Choose Create compartment (or Create property / Create stand).

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Add compartments and stands

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1. Open the property from the client’s page. Edit property changes its name, notes or boundary.
2. Use the map to find a stand: select it on the map or in the list.
3. Choose New compartment, give it a code and a boundary, then Create compartment.
4. Choose + stand on the compartment’s row.
5. Open a stand with its name or Open.

What to enter for a stand

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1. Code and structure — e.g. 7b, two-storey.
2. Transformation stage and exposure. The stage (1–4) sets default variability for plot layouts; exposure adjusts the H:D stability thresholds.
3. Species composition as codes and % of basal area, e.g. SS:60, OK:25, BI:15. The app spells it out on screen (“Sitka spruce 60%…”).
4. Site context — soil group, peat depth, establishment, year established. Shown beside biodiversity results to help read them; never scored.
5. Biodiversity area — tick if the stand is managed with biodiversity as the main objective. It counts toward the 15 % biodiversity area in the certification pack.
6. The boundary — draw it or paste GeoJSON, as above.
7. Choose Create stand. The stand opens on its Overview.

The new stand starts with the methods recommended for its location. Check them next: Choose methods and set targets.

The stand page

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1. Five sections — Overview (how it is doing and what needs you), Results (each topic over time), Field work (sample plots, records & photos, voice notes, marking, imports), Plan & evidence (methods & targets, planned work, work done, windblow, and a link to reports) and History (the timeline).
2. Next actions — Plan a visit, Generate layout, Review incoming, Create report.
3. Needs your attention — proposals to confirm, overdue plan lines, drifting targets, missing targets or plots.
4. Ready for the next visit? — methods chosen, targets set, plots laid out.