In this article, you will find our recommendations on how to organize your projects effectively. Tracts is designed to be adaptive to your best needs for organization and this is how we've seen the most success in our clients.
This should be named for you. If you are working as a “partner” of another company (and TLS almost always will be), find your client under “shared with me” and be sure to do your work in the client company’s account. If you want to do some testing or training, please work within Tracts Land Solutions’ company, under the “Training” Region. If you are having any access issues, please contact email@example.com, and firstname.lastname@example.org.
Try to keep the Region list as minimal and as organized as possible. There should only be one “Training/Tracts University” Region. Regions will generally be “County, State.”
The name of the Project is generally at the client’s discretion. An example might be “Weld County Pilot,” or “Bluebonnet Project.” This is probably the field with the most flexible naming conventions. When clients are running individual interests, I have seen some call the Project “Section-Township-Range” and then name each AOI the name of the individual(s) that are being run.
AOI Form -
AOI Name: section-township-range (Subsection if this applies eg. N2) (Type of interest being run if this applies eg. Mazzola ORRI Only) (Anything else important, use this very rarely and only when necessary eg. Fixed NPRI Version). If you have to be more specific, please be descriptive but concise. I have seen some people also write (Final) or (Review in Progress), but I’m not sure that this is necessary because this is covered by “Status”. Thoughts? Finally, if an atypical reviewer is reviewing, it's probably worth it to write “- AAG Review” at the end.
Location: section-township-range (or just the subtracts, eg. NW; SW). You can be more descriptive in this box.
Etc.: Always input the State and County (this is important for the document interpretation library). Please use your full name under “Assigned User.” Please keep the “Status” up to date. And always fill out the acreage of your AOI (with most recent surveyed acreage if possible).