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Dashboard

Overview

The Dashboard in the Silvics Office system serves as the main navigation hub, giving users quick access to key sections like Timber Sale Agreements, Purchase Orders, Property Taxes, Land Sales, Inspections, Non-Timber Income, and Workflows. From here, users can view records, add new entries, and manage various forestry-related tasks within a centralized interface.

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Contact Support

Workflows

Contacts

The contacts section contains the different entities, and their details, to be associated with Timber Sales, Purchase Orders, Lands Sales, …, etc. To reach the contacts page, simply select “Contacts” from the dashboard or from the expandable menu on the left side of the page.

Step 1: Once you have reached the contacts page, you can filter the table of contacts using the fields at the top of the page.

  • You may also export the filtered list of contacts either as a CSV (Comma Seperated Values) file, or an XLSX by clicking on the corresponding button underneath the filter fields.

Step 2: To create a new contact, click the plus (+) symbol in the upper right corner of the page.

Step 3: Fill the appropriate fields.

  • The only required field to fill before you will be able to save is Name
  • You may also associate a contact with a “Parent” contact
    • Being able to select a parent contact is a strong tool allowing you to associate and organize data easily
  • The other fields are left for the user to determine their necessity

Step 4: Once the required fields have been satisfied, it is best practice to select “Save and Continue Editing” to help prevent data loss in the case of a connection issue or crash.

Timber Sales

Timber Sale Agreement

Step 1: Clicking Timber Sale Agreement on the dashboard or Timber Sales in the popout menu, opens a page that allows you to view, edit, or add your sale agreement.

Step 2: To add a new sale agreement, click the Add Sale Agreement button in the top-right corner of the page.

Step 3: After being redirected to the Add Sale Agreement page, you will see a form containing fields to populate with details about the Sale Agreement.

  • The fields required to save a Sale Agreement are:
    • Organization
    • Name
    • Sale Type
  • Other fields should be filled according to the terms of the agreement.

Step 4: Always remember to click Save below the form to keep your changes.

Step 5: Returning to the Sale Agreement page, you can find your new Sale Agreement using the filters at the top of the page.

Step 6: If you want to edit the Sale Agreement, simply click on the name of your Sale Agreement (written in blue text) to navigate to the Update Sale Agreement page. Within this page, you will see all the details you entered when first setting up your Sale Agreement.

Step 7: You will also see five separate buttons under the category Sale Agreement Setup:

  • Foresters Estimate
  • Product Contracts
  • Mark Under Contract
  • Advances/Deposits
  • Sync with LoadBOSS

Step 8: Clicking on Foresters Estimate will open a page titled Select Foresters Estimate to Change. You can add an estimate by clicking the plus (+) symbol in the upper right corner, which redirects you to a page titled Add Foresters Estimate with four available fields:

  • The Sale Agreement: field should be automatically populated with your Sale Agreement.
  • Clicking on the Depletion Product field will open a drop-down menu to select the product attached to the sale.
  • Available Volume accepts numbers to the thousandths decimal place.
  • Target Price Per Unit accepts numbers up to the hundredths decimal place.

Step 9: Navigating back to the Update Sale Agreement page and clicking on Product Contracts will take you to the Select Product Contract to Update page. To create a new product contract, click the plus (+) symbol in the upper right corner. This will open the Add Product Contract page with several form appearing:

  • The top form will be automatically filled with any previously included information.
  • The following three forms are Product Contract Allocation forms for Accounting, Reporting, and Inventory, respectively, containing a short description in parentheses.

Step 10: Returning to the Sale Agreement page, the next option is Advances/Deposits, which tracks any deposits paid towards the sale and stores the date paid, amount, and type.

Step 11: Following Advances/Deposits is the Sync with LoadBOSS button, which syncs the load tickets input in LoadBOSS with the Sale Agreement.

Step 12: You can attach files and comments to the Sale Agreement to help keep track of any relevant information not included in the forms.

Step 13: The Sales section lists the specific sales within the agreement. Clicking Add in the upper right corner opens the Add Sale page where you can change the status of the sale you are creating and the percent that has been completed.

Step 14: Underneath the County field, it will say defined by Management Units because when you add a new management unit, you will input the key that Spatialai has assigned to that piece of land. This key is unique and holds specific information pertaining to the parcel’s characteristics.

Step 15: The Destinations and LoadBOSS Users forms are also relatively self-explanatory. Simply select the destination from the drop-down list and click Add New. In the next form, begin typing the LoadBOSS user’s username, and it will list usernames that contain the specified string.

Tickets, Removals & Settlements

Tickets, Removals & Settlements is located in the pop-out menu underneath the category Timber Sales. Clicking on Tickets, Removals & Settlements will take you to a page containing four links underneath a table titled Sales.

  • These four options are:
    • (a) Removals to Post
    • (b) Removals to View
    • (c) Removals Posted
    • (d) Unreconciled Removals

(a) Removals to Post

Step 1: The Removals to Post page will look similar to the other pages, but you are given the option to select records according to a specified range of Id’s.

Step 2: To add a removal you must first have a Sale to associate with it.

Step 3: Once that has been satisfied, simply select “Add Removals” at the top of the page and select a Timber Sale from the dropdown to associate with the removal.

Step 4: The “Add Removals” page will appear where you will enter details regarding the removal.

Step 5: These details include:

  • Product Contract
  • Form Type
  • Security Id
  • Security Ticket Number
  • Dates removed / received
  • Volume removed / culled
  • Destination

Step 6: You can add more removals simply by clicking on the green plus (+) on the far right of the table, underneath the “Action” column.

  • This is also where the delete function is located.

Step 7: Once the corresponding information has been input, click “Save” at the bottom of the page.

Step 8: Now, returning to the “Removals to Post” page, you can select multiple removals using the “Security Id/Document Id Range Selection” tool at the top of the page.

Step 9: Once you have entered the Id range you would like, click “Select Rows”.

Step 10: Actions you can perform against selected removals are:

  • Export to CSV
  • Export to XLSX
  • Archive
    • Note: Once a removal is archived, it cannot be “un-archived”.
  • Post

Step 11: Finally, it is useful to note that selecting one or more removals will display the aggregate number of rows selected, total volume, and total revenue above the table of removals.

(b) Removals to View – “Removals to View” is a mirror of “Removals to Post”, only that “Removals to View” is Read Only, meaning you are unable to add or change any data.

(c) Removals Posted – “Removals Posted” is another Read Only page listing all posted removals.

(d) Unreconciled Removals

Buyer Products

The “Buyer Product” page enables you to track the product, buyer, and dimensions of the product.

Step 1: To create a “Buyer Product” click the plus (+) symbol in the upper right of the page.

Step 2: Select a buyer from the “Buyer” dropdown.

  • These options are taken from contacts. The contact must labeled as a “Buyer” to appear in this list.

Step 3: The only two fields required to save an entry are “Buyer” & “Product.”

Reporting Products

The “Reporting Products” section is almost identical to the “Buyer Product” section, therefore it will not be covered.

Destinations

The “Destinations” page is what it sounds like, a list of all destinations product can be taken to.

Purchase Orders

Purchase Order Agreements

Step 1: To return to the Dashboard, click on the gauge icon under the Office leaf in the upper left corner.

Step 2: Click on “Purchase Order Agreements.”

Step 3: The page will appear almost identical to the “Timber Sale Agreement” page. All general navigation functions remain the same.

Step 4: To add a new purchase order, click “Add Purchase Order” in the upper right corner.

Step 5: A new page titled “Add Purchase Order” will appear. Begin entering the required details:

  • Select an organization by clicking in the “Organization” field and choosing from the dropdown menu.
  • Add a short description in the provided field.
  • Select the vendor from the dropdown menu to the right.
  • Input the effective and expiration dates.
  • Enter any additional information in the “Comments” section.

Step 6: Click “Save and Continue Editing.” The page will refresh and display a green confirmation message indicating a successful save.

Step 7: After saving, additional fields and menus will become available for further input.

Step 8: In the top right of the “Vendor Products” form, click the plus (+) symbol.

Step 9: A page titled “Add Product” will appear. Enter the following product information:

  • Product name
  • Activity type
  • Description
  • Rate
  • Account

Step 10: Under the “Activity” section, you can track the activities to which the product was applied.

Purchase Order Group

The “Purchase Order Group” is a sub-section allowing you to group agreements by organization.

Purchase Orders Pending for Approval

This sub-section lists all Purchase Orders that have not been completed yet. You can simply select those whose status you would like to change, and either click the Reject or Approve button in the upper right of the page.

Property Taxes

The Silvic’s Office Property Tax section contains eight subsections:

  1. Parcels
  2. Assessments
  3. Tax Bills
  4. Tax Documents
  5. Assessments to Approve
  6. Tax Bills to Approve
  7. Appeals
  8. Reports

The Property Taxes section is designed to consolidate and streamline the most exciting part of Land Ownership, taxes. Beginning at Parcels, each section will be covered in sequence down to Reports. Each of these subsections can be accessed using the panel on the left side of the webpage. Clicking on “Property Taxes” will display each subsection and clicking on an individual subsection will take you to the corresponding webpage.

Parcel

The Parcels subsection can be accessed either through the Dashboard or by clicking on Property Taxes on the left side of the site and selecting Parcels from the dropdown. To begin:

Step 1: At the top of the page are options to filter the presented list of parcels.

Step 2: Underneath the filtering options are three buttons for file handling:

  • Export as CSV – CSV stands for comma seperated values – a common data file type.
  • Parcel Allocation Report – Exports a CSV file containing five fields: State, Tax Entity, Property, Acres, and %Acres.
  • and Import File – Allows the importation of data. Accepts three file types: XLSX, XLS, and CSV.

Step 3: Below, just above the table of listed parcels is the Action dropdown menu. Four actions are given in the menu:

  1. Delete Selected Parcels
  2. Receive Assessments
  3. Mark as Active
  4. Mark as Inactive

Step 4: To create a new parcel entry, click the plus (+) symbol in the upper right corner of the webpage.

Step 5: A new webpage will be presented titled “Add Parcel” containing the form Parcel Information.

  • Required Fields are:
    • Org Property
    • County
    • Parcel Number
    • Tax Acres

Step 6: Once information has been input into the form, click Save or Save and Continue Editing.

Step 7: To edit an already created parcel, simply click on the name under the column “Org Property” on the “Select Parcel to Change”.

Assessments

Assessments can be accessed just below where Parcels was found.

Step 1: Clicking Assessments will display a page titled Select Assessment to Change.

Step 2: The filter and file handling options are identical to those found on the Parcels page.

Step 3: Next to the “Filter” button:

  • Click the “Export” button to download data as a CSV file.
    • Note: CSV stands for Comma-Separated Values, a file type known for its readability and portability.
  • Click the “Import File” button to upload data from a .XLSX, .XLX, or .CSV file.
    • Note: XLSX and XLX are Microsoft Excel file formats.

Step 4: Below the “Filters” box is a strict search bar that allows you to search by parcel.

Step 5: The Action dropdown menu now contains four different options:

  • These are:
    • Delete Selected Assessments
    • Mark as pending review
    • Mark as Reviewed
    • Receive Tax Bill

Step 6: To create a new Assessment, click the plus (+) symbol in the upper right corner of the webpage.

Step 7: Again, only a few fields are required, but it is important to include as much information as possible.

  • These fields are:
    • County
    • Tax Year
    • Tax Acres

Step 8: Once an Assessment has been created it will appear in the table on the “Select Assessment to Change” page.

Tax Bills

Selecting “Tax Bill” from the “Property Taxes” page takes you to something that looks almost identical to the assessments page. Clicking the plus (+) symbol will take you to the “Add Tax Bill” page where you can specify the property and store the payment status of your tax bill.

Tax Documents

The “Tax Documents” section is simple and straightforward.

Step 1: Begin by clicking on the “Tax Documents” under the “Property Taxes” drop-down.

Step 2: A page titled “Select Tax Document to Change” should appear containing a list of all imported tax documents (this page does not contain any new functionality).

Step 3: To create a new Tax Document, click the plus (+) symbol in the upper right corner of the page.

Step 4: A page containing a simple form will appear allowing you to create your Tax Document.

  • The required fields are:
    • Org Property
    • Document Type

Step 5: Under the field title ‘Document’, is the button Browse allowing you to select and upload documents from your local machine.

Step 6: The ‘Parcels’ field you to select parcels to associate with this Tax Document.

Assessments to Approve

Navigating to the “Assessments to Approve” page will display all assessments. You can filter by assessments by whether they have been processed or not.

Tax Bills to Approve

This section is similar to the previous “Assessments to Approve” section. The only function of this page is to list tax bills that are needing approval and to add new tax bills to be approved.

Appeals

Reports

Clicking on “Reports” will take you to a page titled “Report Management”.

Step 1: Six report options will be presented to you.

  1. Estimated Tax
  2. Estimated Tax by Quarter
  3. Request for Payment
  4. Tax Assessment Comparison
  5. Tax Comparison
  6. Approved Tax Bills to Pay

Step 2: To generate one of the listed reports:

(a) Click on desired report on the left under the “Property Tax” table.

(b) Choose the appropriate details in the “Report Option” table.

(c) Once details are filled, click Generate Report.

Land Sales

Step 1: Navigate to the Land Sale Page by selecting the “Land Sale” option on the Dashboard. This will take you to a page titled “Land Sale”, which displays a list of all your land sale entries.

Step 2: Filter Results (Optional) – At the top of the page, use the available fields to filter your land sale results.

Step 3: Below the filter fields, you will see three buttons. From left to right:

  • Expand Grid – Expands the table to show more detailed information.
  • Export as CSV – Exports your entries in CSV format (as described in the “Assessments” section.)
  • Export to Excel – Exports the entries as XLSX or XLX files.

Step 4: Click on the “Add Land Sale” button to go to a form for entering a new land sale record.

Step 5: Complete the general fields provided to describe the land sale.

  • Input any additional relevant information into the fields provided beneath the general section.
  • Use the “Key” field to assign a unique identifier to the sale, if desired.

Step 6: Next to the “Key”, you have the option to upload the shapefile from your local computer. The uploaded shape will be displayed on the embedded map within the form.

Step 7: Below the map, enter the “Breakdowns”, including:

  • Type of land
  • Acres
  • Percentage of the sale

Note: Ensure that the breakdown percentages total 100%. If they do not, a warning message will be displayed beneath the totals.

Buyer

The “Buyer” page lists all entities that have been input so far. To create a new a new buyer, click the plus (+) in the upper right corner, fill in the buyer’s name, and click Save.

Seller

The “Seller” page is identical to the “Buyer” page. To create a new a new seller, click the plus (+) in the upper right corner, fill in the seller’s name, and click Save.

Analytics

Step 1: On the Map TOC Tab in the Map Explorer pane, navigate to the Image Catalog you created. Image catalog has a check in the box indicating it is visible in the View Frame. Each associated Image has a check in the box indicating it is visible in the View Frame

Inspections

The “Inspections” page is in a similar format as the other pages. However, you are able to view and download the PDF document relating to the inspection simply by clicking the red Adobe Acrobat page icon on the far left of the table.

Step 1: To create a new inspection, click “Add Inspection” in the upper right corner of the page.

Step 2: Once you are on the “Add Inspection” page, begin filling out the relevant information.

Step 3: The required fields are:

  • Inspecion Type
  • Inspection Date
  • Inspected By
  • Inspectable
  • Property

Step 4: Once these items have been filled, click “Continue to add details”.

Step 5: This will reveal another six sections available for detailing.

Followup Report

The Inspection Followup Report can be acessed underneath where you found “Inspections”.

Step 1: Here, pick an Organization.

Step 2: Select whether the inspection item is a Sale or Purchase Order.

Step 3: Pick Inspected Item

Step 4: Finally click “View Report”.

Non-Timber Sale Income

Enter/Edit Non Timber Sale Income

Click on “Enter/Edit Non Timber Sale Income” under “Non Timber Sale Income”. Here, you are able to track your income that is not timber related.

  • Integration with Spatial ai is supported in this section.
    • Clicking Import from Spatial Ai, in the upper right corner will
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