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Automated tree and specimen inventory updates

Purpose

1.1 Automate real-time updates to tree and specimen inventories in arboretum data management systems, ensuring comprehensive records for species, condition, location, and accession events.
1.2 Enables automated tracking of plant health, integrates new specimens, edits location changes, logs mortalities/removals, and supports regulatory, research, and visitor engagement needs.
1.3 Automates data syncing between field devices, GIS layers, environmental sensors, and core collections databases, reducing manual entry and errors.

Trigger Conditions

2.1 Field data submission from mobile device or web form.
2.2 Update in GIS application (e.g., mapping new planting or removal).
2.3 Sensor input (e.g., RFID scan, QR code, or weather station event).
2.4 Scheduled batch sync (e.g., daily consolidation of new records).
2.5 API webhook from partner/contractor (e.g., plant delivery confirmation).

Platform Variants

3.1 Salesforce
• Feature/Setting: Configure Process Builder or Flow to automate specimen record updates and enable API integration for field app sync.
3.2 Microsoft Power Automate
• Feature/Setting: Automated cloud flow triggered by SharePoint update or Power Apps field entry for data relay to master inventory list.
3.3 ESRI ArcGIS
• Feature/Setting: Webhooks or Python scripting in ArcGIS Online automates specimen update in spatial databases from field mapping events.
3.4 Airtable
• Feature/Setting: Automate inventory table updates with Airtable Automations, linked to inventory entry forms or barcode scan input.
3.5 Google Sheets
• Feature/Setting: App Script or connected Apps Script Webhook to automate ingestion/updates of new tree data rows from external services.
3.6 SAP EAM
• Feature/Setting: Automated plant master data updates via SAP PI/XI interface when triggered by field collection device.
3.7 Zendesk
• Feature/Setting: Automate environmental issue tickets (plant illness, hazard) to update central specimen record on status change.
3.8 Smartsheet
• Feature/Setting: Automator workflows for checklist completion (e.g., tree counts) that update master specimen sheet.
3.9 Quickbase
• Feature/Setting: Pipeline automation triggers record update upon receipt of new survey form submission.
3.10 Notion
• Feature/Setting: Automate linked database updates for tree collections via Notion API when new accessions are logged.
3.11 Zoho Creator
• Feature/Setting: Workflow automation for record edit/creation via mobile field data entry.
3.12 Monday.com
• Feature/Setting: Automator recipe updates specimen board upon assignment or status input.
3.13 IBM Maximo
• Feature/Setting: Maximo workflow for automated asset registry updates using environmental monitoring feeds.
3.14 Freshservice
• Feature/Setting: Automate environmental request ticket action (e.g., resolve hazard incident) to main plant database.
3.15 Oracle NetSuite
• Feature/Setting: SuiteFlow automation to update plant assets tables on location, status, or acquisition events.
3.16 ServiceNow
• Feature/Setting: Flow Designer automates integration from inspection completion forms to master inventory.
3.17 JotForm
• Feature/Setting: Automated form webhook on submission to update inventory record in connected database.
3.18 HubSpot
• Feature/Setting: Automate CRM property updates tied to donor-funded plantings, auto-tagging new specimens in CRM.
3.19 BambooHR
• Feature/Setting: Automator workflows link staff training or inspection events to relevant tree/specimen records.
3.20 Trello
• Feature/Setting: Automation rules move cards (representing plant life cycle stages) to update list on inventory completion.

Benefits

4.1 Automatedly eliminates manual entry, ensuring inventory accuracy and up-to-date records.
4.2 Automates multi-channel data collection, improving efficiency in specimen management.
4.3 Automating specimen logging optimizes compliance and risk management.
4.4 Automation supports data-driven decision making and enhances transparency.
4.5 Automator reduces resource costs, freeing staff for strategic work.
4.6 Enhances engagement and reporting with real-time, automated data access.
4.7 Automatable integration with environmental monitoring boosts resilience.
4.8 Supports automated notifications for critical updates (disease, removals, new plantings).

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