Landscape Data Dictionary
7/17/2025
This list currently contains definitions for Portfolio Record, Contact, and Work Item fields. Other fields belonging to Tasks, Funding, etc. will be added later.
First, a few notes:
* Indicates that the dropdown options for this field can be customized in Settings > Work Items
** Indicates a field that is restricted to Property records only (not Groups or Parcels)
Italics indicate the data name, as found in Data Viewer and Reports, if it differs from the name as it appears in the record context.
Jump to Portfolio Records
Jump to Contacts
Jump to Work Items
Portfolio Records
General Details
| Field Label | Field Type | Field Definition |
|---|---|---|
Record Name Name |
Text | Name of the record. Can be searched using the search function. |
| Alias | Text | Alternative names for the record. Semicolon delimited. Can be searched using the search function. |
| Type | Dropdown | The type of Record: Property = single interest acquisition; Parcel = sub-unit of acquisition; Group = bundle of Properties or Parcels. |
| Status | Dropdown | The status of your interest in the Property: Current Holding = You hold the interest; Active = You’re working on acquiring the interest; Inactive = Acquisition has gone dormant; Partner Holding = You assisted with the acquisition (now complete) but never held the interest; Disposed = Property was held at one time but has since been transferred. |
Starting Acres Original Size |
Number | Original size of record. Can be different than Current Size to account for amendments, partial dispositions, etc. |
Identified On Started On |
Date | Date the record was first identified for protection. |
| Description | Text | Description of the acquired interest, including resource description, project background, etc. |
| Categories | Dropdown* | Tags you can add to records. Common categories include ‘Co-held’; ‘Public Access’; etc. |
| External ID | Text | ID# used by your organization to identify the record. |
Stewardship Details
All fields except ‘Is Stewardship Site’ are only visible if that field is set to ‘Yes’
| Field Label | Field Type | Field Definition |
|---|---|---|
| Is Stewardship Site | Boolean | Sets the Stewardship Status of the Record. Stewardship Status allows you to indicate which records you have a stewardship responsibility for. Stewardship statuses should typically not overlap. |
| Stewardship Name | Text | Address of record |
| Stewardship Categories | Dropdown* | Tags you can add to the record pertaining to stewardship, like ‘Fall Monitoring’; ‘Trails Network’, etc. |
| Stewardship External ID | Text | ID# used by the organization for stewardship of the record (if separate from normal record External ID) |
| Stewardship Description | Text | Description of the record from a stewardship perspective. Trails, boundaries, ongoing issues, etc. |
| Access Instructions | Text | Access instructions for stewardship personnel, like gate codes, parking instructions, etc. |
| Emergency Instructions | Text | Emergency instructions for stewardship personnel, including location of nearest hospital, closest area with cell reception, etc. |
Location
| Field Label | Field Type | Field Definition |
|---|---|---|
Address Address or Location |
Text | Address of record |
| Directions | Text | Directions to record |
| Local Jurisdiction | Dropdown* | Town, City, or Jurisdiction of the record. Can be multiple entries, semicolon separated. |
County Counties |
Dropdown* | County of the record. Can be multiple entries, semicolon separated. |
State States |
Dropdown* | State of the record. Can be multiple entries, semicolon separated. |
Project Area Nominal Project Area |
Dropdown* | Organization-defined project area of record, like watersheds or focus areas. |
| Tax IDs | Text | Tax ID number |
| PLSS | Text | Public Land Survey System |
| Congressional Districts | Dropdown* | Congressional District |
Upper State House District State Upper House District |
Dropdown* | Upper State House District |
Lower State House District State Lower House District |
Dropdown* | Lower State House District |
| Legal Description | Text | Legal description of property. Usually from deed. |
Acquisition Details
| Field Label | Field Type | Field Definition |
|---|---|---|
Interest Property Interest |
Dropdown* | Interest of the acquisition. Should generally be a single interest: Fee Simple; Conservation Easement; Third-Party Management; Deed Restriction; Trail Easement; etc. |
Acquired On Completed On |
Date | Date interest was acquired by organization. |
| Stage** | Dropdown* | Stage of acquisition. Inquiry; Negotiation; etc. |
| Acquisition Method** | Dropdown* | Purchase, Bargain Sale, Donation, etc. |
| Purchase Price** | Number | Price paid for Property. |
Appraised Value** Appraised Value Basis |
Number | Appraised value of Property. |
| Donated Value** | Number | Donated value of Property. |
Assessed Value** Tax Assessment |
Number | Assessed value of Property. |
Tax Exempt Until** Tax Exempt Until Dates |
Date | Date that tax exempt status expires. |
| Recording Information** | Text | Recording information of interest. Registrar, Book & page, etc. |
Advanced Counting
| Field Label | Field Type | Field Definition |
|---|---|---|
| Calculate Current Size from Sub-Records | Boolean | Can be set to false if the size of the parent record does not equal the sum of its sub-record current size values. |
Current Acres Current Size |
Number | The size of the interest that is held by you or a partner. This can be different from the original size if the interest was amended or partially disposed of. If you dispose of a property or parcel, the current size will be set to '0'. |
Conservation Acres** Conservation Size |
Number | The number of acres protected. Independent from record status. Sometimes this will differ from the 'current acres' if, for example, you don't wish to count the number of acres in a development zone or building envelope. |
Count as How Many Properties** Conservation Count |
Number | Number of interests that you want to count the Property as. Typically 1 or 0. This exists to allow organizations to not ‘double count’ overlapping Fee / Easement Property Records. |
Contacts
Record Contact Fields (‘Contact Roles’)
These fields describe the relationship between the contact and the record. For example, they tell you that the contact 'Larry Smith' is the 'Landowner' and the 'Grantor' of the Property record you're viewing. They can only be seen if you navigate to a contact record from a Portfolio Record page. These fields are only visible from a ‘Contact Roles’-based view. They will not be visible from a ‘Contacts’ view.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Tags | Dropdown* | Allow you to tag the contact with one or multiple custom tags. Common tags include 'Landowner'; 'Grantor'; 'Monitoring Contact'; 'Co-holder'; 'Neighbor'; ‘Primary Contact’. |
| Start Date | Date | Is when the contact's relationship with the record began. Typically when they bought the property. |
End Date |
Date | The number of acres protected. Independent from record status. Sometimes this will differ from the 'current acres' if, for example, you don't wish to count the number of acres in a development zone or building envelope. |
Record Relationship Notes Notes |
Text | Notes about the individual or organization's relationship with the property. Examples might include 'Inherited property from parents. Absentee landowner'. Can also be an excellent place to store the ID number that a co-holder or partner organization uses for the Property in question. |
Contact Details
These fields belong to the contact record itself. Edits made to these fields will affect the contact record in any other record it's associated with. For example, if you change the name of 'Leafy Greens Land Trust' to 'Leafy Greens Land Trust (Sally Smith)', it will be updated in all locations where Leafy Greens Land Trust is listed as a contact.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Display Name | Text | The full name of the individual, individuals, or organization. This is the only field which is searchable with the search bar. Here's what we recommend as the display name format for the following types of contacts so that you make the most of this ability: ● Individuals: '[First Name] [Last Name]' eg. 'John Doe' ● Couples: '[First Name 1] and [First Name 2] [Last Name]' or '[First Name 1] [Last Name 1] and [First Name 2] [Last Name 2]'. eg. 'John and Jane Doe' or 'John Doe and Jane Smith' ● Companies or Organizations: '[Name of Company] ([First Name] [Last Name])' eg. 'Leafy Greens Land Trust (Sally Smith)' |
| First | Text | First name. For organizations or companies, you may want to enter the first name of your primary contact at that organization. |
Middle |
Text | Middle name |
Last |
Text | Last name. For organizations this can be left blank. |
| Pronouns | Text | How the individual identifies. eg. 'He/Him,' 'She/Her,' 'They/Them' |
| Title | Text | Title/role of individual. eg. ‘Vice President of Marketing’ |
| Contact Notes | Text | Notes on the contact, but not about the relationship between the contact and the property. For example, 'Don't mention the Eagles (band or football team)'. |
| Communication Tags | Dropdown* | For specifying preferred methods of contact like 'Do not Call'. You can specify additional communication tags in Settings > List Items > Communications. You must be an admin to access settings. |
| External ID | Text | Customizable ID field. If you are maintaining a separate (non-integrated) contact list, for example in a CRM platform like DonorPerfect, you may wish to make the ID numbers from that system match the ID numbers in Landscape. You can then export the contact list from Landscape and compare it/import it into another system based on this number. If this is not a need for you, this number can be ignored. This is used to synchronize Salesforce and LGL records. |
| Salutation | Text | What you would say after 'Hi' or 'Dear'. Such as 'Hi Bob' or 'Dear Mr. Smith' |
| Alternate Salutation | Text | For noting an alternate to the above, like a more formal option. |
| Addressee | Text | What is written on the top line of an envelope above the address. This field accepts multiple lines. |
| Alternate Addressee | Text | Alternate to the above option |
Work Items
In Work Items, all ‘Date’ fields must be entered manually; they do not automatically update by changing the work item’s status.
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Acquisition Approval
This work item can be used to log and track the approvals required to take an interest in a piece of land.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Committee’ and ‘Board.’ |
| Completed On | Date | Date the item was completed. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Acquisition Document
This work item can be used to log and track documents that represent your legal interest(s) in a property.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Conservation Easement,’ ‘Deed,’ and ‘Closing statement.’ |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
| Started On | Date | Date the item began. |
| Completed On | Date | Date the item was completed. |
Recorded On Recorded Date |
Date | Date the document was legally recorded. |
| Recording Information | Text | Information relevant to the legal recording of the item. Note there is also a ‘Recording Information’ field in the Property Details. |
Amendment
This work item can be used to log and track changes to the boundaries or language of the interest.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Amendment’ and ‘Correction.’ |
Completed On Date |
Date | Date the item was completed. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Appraisal
This work item can be used to log and track the professional appraisal evaluations required to acquire or amend a property.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Full Appraisal’ and ‘Statement of Value.’ |
Completed On Effective Date |
Date | Date the item was completed. |
| Appraiser | Record picker | The Contact Record for the individual or firm who conducted the appraisal. Contact may be selected from existing or added as new. |
| Appraised Value | Number | A professional estimate of the property's worth at a specific point in time. |
| Before Value | Number | A professional estimate of a property's worth prior to putting an encumbrance on the property. |
| After Value | Number | A professional estimate of a property's worth after putting an encumbrance on the property. |
| Per-Unit Value | Number | The value of a property divided by the number of units it contains. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Baseline Report
This work item can be used to log, track, and help generate required Baseline Documentation Reports (BDRs).
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Original,’ ‘Current Conditions,’ and ‘Update.’ |
Completed On Date |
Date | Date the item was completed. |
| Author | Record picker | The Contact Record for the individual who signed the report. This field is limited to one Contact Record. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Disposition
This work item can be used to log and track events when all or part of a property interest is lost through taking, sale, or transfer.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Assignment,’ ‘Extinguishment,’ and ‘Sale.’ |
Completed On End Date |
Date | Date the item was completed. |
| Grantee | Record picker | The Contact Record for the individual or organization who assumed legal responsibility for the property. This field is limited to one Contact Record. |
| Amount | Number | Monetary value of the disposed property. |
Disposed Acres Dispose Size |
Number | Number of acres disposed. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Donation
Donation Substantiation
This work item can be used to log and track substantiation provided to a landowner after the donation of a fee or easement interest.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Acknowledgement of Gift’ and ‘IRS 8283 Form.’ |
Completed On Date |
Date | Date the item was completed. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Encumbrance
This work item can be used to log and track third-party restrictions that affect the use or transfer of a property.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Access Easement,’ ‘Conservation Easement,’ and ‘Utility Easement.’ |
Completed On End Date |
Date | Date the item was completed. |
| Consideration Amount | Number | The monetary value of the legal claim on the property. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
General Work Item
This work item can be used to log and track any item which does not fit into another Work Item category.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. |
Date (button to expand) End Date |
Date | A single date relevant to the item; expand this field by clicking the hourglass icon to include ‘Start’ and ‘End’ dates, if relevant. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Human Use
This work item can be used to log and track structures and other human-designed alterations on a property.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to micro-classify the item. Common examples include ‘Structure’ and ‘Trail.’ |
Categories Category |
Dropdown* | A way to macro-classify the item. Common examples include ‘Recreational,’ ‘Residential,’ ‘Public,’ and ‘Private.’ |
| Installed On | Date | Date the item first appeared on the property. |
| Removed On | Date | Date the item was removed from the property. |
Size Limitation Size Limit Name |
Record picker | The Human Use Limit Record that this item is related to and/or should count against. |
Size of Use Size |
Number | Size of the item. |
Size Unit Unit |
Dropdown | Unit of measurement for the item size. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Human Use Limit
This work item can be used to track size limitations for different types of Human Uses.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
Started On Start Date |
Date | Date the limitation began. |
Ended On End Date |
Date | Date the limitation ended, expired, or was met. |
| Size Limit | Number | Size of the limitation. |
| Size Unit | Dropdown | Unit of measurement for the item size. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Issue
This work item can be used to log and track observations that require follow-up actions, such as violations, encroachments, invasive species, and pending property transfers.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Trespass,’ ‘Disregard of Obligation,’ and Environmental Concern.’ |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
| Identified On | Date | Date when issue was first noticed. |
| Reported On | Date | Date when issue was first reported to your organization. May also be used to note the date when an insurance claim was filed for the issue. |
| Resolved On | Date | Date the issue was resolved. |
| Severity | Dropdown* | The quality of the issue’s difficulty. Common examples include ‘Minor,’ ‘Moderate,’ and ‘Major.’ |
Lease
This work item can be used to log and track rental of the property or portions of it to a third party for a particular purpose.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | The name of the item. |
| Type | Dropdown* | A way to micro-classify the item. Common examples include ‘Agricultural’ and ‘Hunting.’ |
| Categories | Dropdown* | A way to macro-classify the item. Common examples include ‘Term’ and ‘Perpetual.’ |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Started On Start Date |
Date | Date the lease began. |
Ended On End Date |
Date | Date the lease ends. |
| Size | Number | Physical size of the leased area. |
Income per Unit Size Lease Rate |
Number | The monetary value of income generated by the lease, divided by the item size. |
| Tenant Plans to Renew | Dropdown | Yes or No, per the terms of the lease. |
Plan
This work item can be used to log and track written documents for things like land, farm, or forest management on the property.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Land Management’ and ‘Forest Management.’ |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Approved On Approved Date |
Date | Date when the plan was approved. |
Effective On Effective Date |
Date | Date when the plan became effective. |
Expires On Expiry Date |
Date | Date when the plan expires. |
Purchase Agreement
This work item can be used to log and track contracts you enter into with a landowner to buy some or all of the interest in their property.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Contract,’ ‘Letter of Intent,’ and ‘Option to Purchase.’ |
Executed Executed On |
Date | Date when the agreement was signed. |
Expires Expires On |
Date | Date when the agreement expires. |
| Amount | Number | The full dollar amount offered in the agreement. |
| Earnest Money | Number | The dollar amount paid pre-closing to demonstrate commitment to the sale. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Record Division
This work item can be used to log and track the process of a property being subdivided into more parcels.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Administrative’ and ‘Subdivision.’ |
Completed On End Date |
Date | Date the item was completed. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
| New Records | Number | Count of new records created as a result of the division. |
Record Merge
This work item can be used to log and track the process of combining two or more records for legal reasons or administrative convenience.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Administrative’ and ‘Amendment.’ |
Completed On End Date |
Date | Date the item was completed. |
| Merged Records | Record picker | The related portfolio records that get absorbed by the property to which the Record Merge belongs. Merged Records will cease to exist following a Record Merge action. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Resource
This work item can be used to log and track natural features that you protect and/or manage on the property.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to micro-classify the item. Common examples include ‘Feet of water frontage,’ ‘Acres of prime soils,’ ‘Rare species habitat,’ etc. |
Categories Category |
Dropdown* | A way to macro-classify the item. Common examples include ‘Soil,’ ‘Habitat,’ ‘Scenic View,’ etc. |
Started On Start Date |
Date | Date the resource began. |
Ended On End Date |
Date | Date the resource ended. |
| How to Specify Amount | Dropdown | Choose how Landscape will automatically calculate the ‘Amount’ field: - Enter a value (manual entry)
|
| Amount | Display | The number calculated using the Resource layer’s map features and method chosen in the ‘How to Specify Amount’ field. |
Amount Units (not labeled in UI) Units |
Dropdown | Unit of measurement for the Resource ‘Amount.’ |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Site Visit
This work item can be used to log and track activities that you conduct on the ground. Data for this work item can be collected with the Landscape Mobile App.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include |
Scheduled (Date) Scheduled Date |
Date | Date the visit is scheduled to occur. |
| Date (button to expand) | Date | A single date relevant to the visit, typically the date the visit actually took place; expand this field by clicking the hourglass icon to manually include ‘Start’ and ‘End’ dates. |
| Start Date | Date | Date the visit began. This field is optionally updated when conducting a site visit in the mobile app. |
| End Date | Date | Date the visit ended. This field is optionally updated when conducting a site visit in the mobile app. |
| Methods | Dropdown* | The manner in which the site visit was conducted. Common examples include ‘Foot,’ ‘Vehicle,’ and ‘Satellite Imagery.’ |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Species Observation
This work item can be used to log and track specific details of the observation of a single species at a point in time.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
Species Name |
Record picker | The Common name of the species, selected from the customizable Species list in Settings. |
| Scientific Name | Display | The Scientific name of the species, if one was associated with the Common name in the Species list in Settings. |
| Type | Display | The classification of the species. Common examples include ‘Animal,’ ‘Plant,’ and ‘Insect.' |
| Categories | Display | A way to macro-classify the species. Common examples include ‘Endangered-State,’ ‘Threatened-Federal,’ and ‘Invasive.’ |
| Count | Number | The number of this species observed. |
| Observation Type | Dropdown* | A way to classify the item. Common examples include ‘Point Count’ and ‘Survey.’ |
| Observed On | Date | Date when the observation was made. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Survey
This work item can be used to log and track the boundaries of the property and/or special areas within it.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Plat of Survey’ and ‘Certified Survey Map.’ |
Completed On Date |
Date | Date the item was completed. |
Survey Size Size |
Number | Numerical value of area covered in survey. |
| Surveyor | Record picker | The Contact Record for the individual or firm who conducted the survey. Contact may be selected from existing or added as new. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Title Work
This work item can be used to log and track title commitments, insurance, and backup documents you obtain prior to acquiring a property interest.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include |
Completed On Date |
Date | Date the item was completed. |
| Title Company | Contact Record | The Contact Record for the individual or firm who conducted the title work. Contact may be selected from existing or added as new. |
| Insured Amount | Number | The monetary value covered in the title policy. |
| Reference Number | Text | The unique identifier assigned to a piece of land or property by the relevant land registry or government agency. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
Tracked Right
This work item can be used to log and track the available rights a landowner can exercise or request approval for.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Construction,’ ‘Subdivision,’ and ‘Environmental Management.’ |
Requirement Exercise Requirement |
Dropdown* | The type of action or permission required for the landowner to exercise the Tracked Right. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
| Has Exercise Limit | Checkbox | Indicates whether or not there is a definitive number of times that the Tracked Right may be exercised. Checking the box will open the ‘Exercise Limit’ field. |
| Exercise Limit | Number | The number of times that the Tracked Right may be exercised. |
Tracked Right Activity
This work item can be used to log and track the rights a landowner has exercised or requested approvals for, and whether you approved or denied them.
| Field Label | Field Type | Field Definition |
|---|---|---|
| Status | Dropdown* | Status of the item. |
| Name | Text | Name of the item. |
| Outcome | Dropdown* | The result of the action or permission required for the landowner to conduct the Tracked Right activity. |
| Type | Dropdown* | A way to classify the item. Common examples include ‘Construction,’ ‘Subdivision,’ and ‘Environmental Management.’ |
Tracked Right (choose Tracked Right work item) Tracked Right Name |
Record picker | The Tracked Right Record that this item is related to and/or should count against. |
| Summary | Text | A description of the item and/or events surrounding the item’s status. |
| Notified On | Date | Date when the landowner submitted their request to exercise the Tracked Right. |
| Resolved On | Date | Date when the Tracked Right activity ended. |