Available Management Areas in AgNote
Let's look at some management areas in AgNote's farm management software.
Depending on user role you have, some of the AgNote's management areas may not be accessible (visible) for you. Account owner (the person who initially registered the account) will have access to all areas in AgNote. Only Account Owner has access to Account Settings, where things like account logo, contact information and billing information is available and can be changed.
In this Intro, it is worth mentioning the How To dropdown menu, on top. It contains training videos for the application. This dropdown lists training videos which are relevant to the page (management area) you are currently on. Please do take a few moments to watch the video(s), they will most definitely help you to become more effective AgNote's user. These videos point out many time saving tips / features in the application.
Below is a list of most common management areas in AgNote.
Account Crop, Variety and Rootstock Management
In Account Crops Management area, you will be able to manage all your account crops, varieties, and rootstocks for your permanent crops.
In this management area you will see three tabs:
On this tab you will see a list of all crops you are or have been growing in your farm(s).
For each crop on the list, you can specify things such as:
- Color. You can choose in what color you would like to see each crop in application's dashboards and on map.
- Plant / Seeding rate and UOM (Unit of Measure). This information will be saved only for row crops. Once this information will be saved, it will speed things up when you will be adding a new planting to the field. As soon as you select the crop you will be planting, the Planting Rate and UOM will be filled in automatically. Of course, you can change the prefilled information at any time.
On this tab you can also view how many varieties you have saved for this crop, and you can also deactivate the crop. Deactivated crop will not show up in any selection menus in the application. I do recommend to deactivating crop if you know that you won't be planting this crop in the future, it will keep things tidier.
Varieties tab will list all the varieties in your account. You can deactivate variety if you don't want it to show up in crop management areas.
When you will add a new variety to account, behind the scenes, AgNote will check, if there is more information about this variety in the AgNote's crop database. If more information is found, it will be attached to the variety you just added. Typically, this information, in Info column, provides a link to the document or website where more information can be found about this variety.
Here you can also specify from which seed manufacturer or nursery the seed or plants were purchased. From my experience, farmers offer refer to what they grow by seed's manufacture name, for example I hear them saying "I plant only DeKalb corn" or "my corn is all Pioneer".
On this tab you can also attach the purchase price information, this will be useful, if you want to itemize crop costs.
Rootstock's tab will be available if you have any permanent crops on the Crops tab.
This tab simply lists all your rootstocks and to which permanent crops they belong.
Account Harvest Methods
To precisely record your crop yields, AgNote provides ability to create custom Harvest Methods.
Custom Harvest Methods will allow you to customize what yield related information you need to save.
Only the account Administrators or Account Owner will be able to create a new or edit existing Harvest Method in the account. I do recommend thinking trough what yield information needs to be saved with each Harvest Method, because some of the settings for the Harvest Method, you will not be able to change after the Harvest Method has been used for one or more yield recording.
When creating a Harvest Method, you will be able to customize things like:
- Crop type. Is this a Harvest Method for row crops or permanent crops.
- Unit of Measure (UOM) when saving yield. For example, you can save yield in tons, pounds, or unit count.
- Unit of Measure (UOM) when displaying yield in the application. For example, yield can be displayed as tons per acre, pounds per acre, etc.
- To what moisture percentage yield needs to be adjusted. To normalize harvested weight, you can specify to what moisture percentage yield need to be adjusted.
- Choose what information pieces will be saved for the harvest. You can customize what information need to be collected for each Harvest Method. Here are some information pieces that can be chosen: field weight, deduction, moisture, quality, etc.
- Count Labe and Count Weight. If you selected Count for UOM when saving yield, you will also need to give a name for the count unit and specify count unit weight.
- Color. You can choose what color background you would like to see for the yields displayed on the page.
You can disable the Harvest Method, if you prefer not to show it any longer on the Harvest Method's dropdown.
Only the Harvest Methods which have not been used for yield recording can be deleted.
Account User Management
You can have many users in your AgNote's account. Once you register an account with AgNote, you will be added as a first user for the account with Account Owner's role. From there you (the account owner) can invite other users to join your account.
User Management area can be found under Administration -> Users.
Invited user will receive email invitation from you. First, invited user will have to confirm his or hers email address and after that, the invited user will need to create account password, and after that user will be able log into your account.
When adding a new user to the account, you will need to select what role he or she will have.
Below is list of what each role can do and view:
Account Owner role is automatically assigned to the person who created the account
Account Owner has full access to the application
Only Account Owner has access to Account Settings area (dropdown menu at upper-right corner)
Only Account Owner can give an Administrator role to other user(s).
Has full access to the application and all account companies.
Can add other users to the account and assign Role, except Administrator role.
Cannot create or edit another Administrator on the account
Has access to the Management area and below.
Can have assigned Company access.
Can manage plantings and planting related information.
Can have assigned Company access.
Can view planting information, dashboards, map, and reports.
Can add (only) planting inputs, files and irrigations.
Can have assigned Company access.
Can view (only) planting information, dashboards, map, and reports.
Can have assigned Company access.
Has access only the Mobile Irrigation PWA. Can add/update/delete Irrigations created by the same irrigator.
If you manage multiple farms in your account, you can restrict user access to selected companies. Account Owner and Administrator(s) will be able to view all companies in the account.
Deactivate user if you don not want him or her to access your account anymore.
Annual Harvest Management
In AgNote, you can move the current row crop planting to Annual Harvest View. This view is especially useful for row crops which have multiple harvests in a calendar year. Annual Harvest View is located under Row Crops menu, in the main navigation on the left.
Annual Harvest View sequentially lists all harvests in a calendar year for each field. Focus on this view, is on each individual harvest.
This view displays harvest details such as:
- Harvest date for each harvest
- Days between the harvests. Or days since last harvest
- Yield. If you hover over the yield, you will see a tooltip with harvest method's name.
- Applied irrigation water inches. Amount of irrigation water, in inches, that was applied since the last harvest or since the beginning of the year.
- Input Cost. Input cost, in dollars per acre, for the inputs which were applied since last harvest or since the beginning of the year.
While you can see details for each harvest, in this management area, you can also monitor the current year-to-date progress for each field, on the far right.
The Annual Harvest View provides quick Calendar Year navigation on top. Use this navigation, if you would like to navigate to a different calendar year to see how your field(s) were producing back then.
AgNote provides a management area where you can manage other companies you do business with (business partners).
Application has multiple areas where you may want or need to specify other company you are doing business with, below are some examples:
- In Management -> Crops & Varieties management area, when recording seed price, you will need to specify the retailer or wholesaler where you purchased the seed.
- When adding harvest yield information, you may need to specify to whom the corps was sold or delivered.
- In Water courses section, when adding a water course, you may need to specify to what water district this water course belongs to.
Just like many other managed lists in AgNote's application, you can also mark the Business Partner as inactive.
Company (Farm) Management
In AgNote, with company we refer to farm, ranch, dairy, or any farmland area which can be grouped under one name.
AgNote Farm Management software allows you manage unlimited number of companies in a single account.
You can access account companies in AgNote under Administration -> Companies, on main navigation.
Company Management area is simple. There you can add new company or edit existing ones. Here you can specify what color each company will have when displayed on dashboard chart(s).
If you stop farming one of the companies, you can either delete the company or deactivate. I do recommend deactivating the company, instead of deleting it. If company is deactivated, it will not show up in any other management areas, but the benefit of deactivation is, your data preservation. Of course, you can reactivate the company later or you can use some reports which will include data for deactivated companies and / or properties (farm fields).
Completed Tasks area allows you to view, add or edit Completed Tasks for each crop / planting or farm.
Oly users with add / edit permissions will be able to create, change and delete Completed tasks.
Completed Tasks management area will have 2 or 3 subpages:
- Permanent Crops. If you are managing Permanent crops in AgNote, this page will be visible. On this page you will see a table with 3 columns: 1st column will display company and property information; 2nd column will list all completed tasks for the previous year and 3rd column will list all the Completed tasks for the current calendar year.
- Row Crops. This page will be available (visible) if you are managing row crops in your account. This page's layout will mirror the Row Crops Plantings page, which displays Previous, Current and Next plantings.
- No-Crop Tasks. In AgNote, you can attach Completed Task to the planting (field) or if it doesn't belong to the planting, Completed Task can be tied to the farm. For example, if you are a management company and renting out a tractor or providing backhoe services to one of the farms you are managing, these tasks (items) would make more sense, if they are tied to the farm not field or planting.
Note that Completed Tasks for plantings (fields) can also be added, updated, or deleted from withing Permanent Crops, Row Crops and Annual Harvest view pages.
Completed Tasks page will also include several, completed task related reports, which can be downloaded, emailed, or scheduled.
Crop Input Management
This is where you will be managing (creating, editing), crop inputs in your account.
Crop Inputs Management area is located under Management -> Inputs. This area will be visible / accessible to Managers, Administrators and Account Owner.
For crop inputs you will be able to specify:
- Type. Mark input as amendment or fertilizer.
- Input color and abbreviation. You can specify in what color background input be visible on the page. Planting's input label will have background color and abbreviation on the latest input applied.
- Application unit per acre and unit price. This will be the default price, which will be pre-filled every time you will add an input to the planting. During the Input add to the planting you can change the unit price.
- Attach files. You can attach one or more files for each input in your account. This could be helpful, if you are required to track - for example input certifications or analysis data.
- Mark as active or inactive. You can deactivate crop input, so it doesn't show up in Input's dropdown, when adding input to a planting.
Similarly, to Harvest Methods, you won't be able to delete crop input if it has been used for one or more plantings in your account.
Not really a management area, but definably worth mentioning.
On Map's page you will be able to view, print or email your farm maps.
At first, map will be generated as a PDF file, from there, the Map's PDF file can be printed or emailed.
Map's page also provides a quick filter functionality, where with a single click you can switch between your account farms or between previous, current, or next planting.
Map can be printed or emailed in portrait or landscape page layout. You can email the map to multiple recipients, and even add your custom note to the recipient(s).
Your account logo will be visible in upper-left corner in the map's PDF file.
Note that, the crop colors, which you see on the map, can be change in Management -> Crops & Varieties, on the main navigation.
Permanent Crop Dashboard
In this dashboard you will find key metrics for your permanent crops.
Note that, if you don not have any current permanent crop plantings in your account, the Permanent Corps management will not be visible on the main navigation (on the left).
Permanent Crop Management
In AgNote you can manage your permanent crops in its own management area. Link to Permanent Crops management area you will find on the main navigation. You will see this option only if you currently have one or more permanent crop plantings in your account.
Each permanent crop will have its own page (section) under Permanent Crops menu on the navigation. For example, if you farm Almonds, Pistachios and Grapes in your farm(s), you will see Almond, Pistachio and Grape links listed under Permanent Crops menu. If you click on Almonds, you will see all your almond planting information there.
On the permanent crop's management page, you will see four columns:
- First column will display basic planting's information such as: field name, acreage and varieties planted.
- Second column will have your previous year (season's) statistics, such as: which season (nth) that is for the crop, the yield for the field, yield for each variety, applied inputs, attached files and applied irrigation water in inches. This column will also have the Season Navigation in the heading. Here you can navigate back to see how the crop performed during one of the past seasons.
- Third column will show you the same information as the Second but, for the current year (season).
- Forth column will allow you plan your crop inputs for the next year (season).
In this management area you can access the permanent crop reports on the slide-out-tab on the right. Note that the reports will include only the crop information (e.g., Almonds), you are currently viewing. If you would like to include all your permanent crop information in the report, download it from within Permanent Crop Dashboard's page.
Property (farm field) Management
Initially when you create AgNote's account, I recommend that one of the first things you do is, add your farm(s) (companies) and fields (properties) to your account.
Later, you can manage your properties under Administration -> Properties.
From within Properties management area (page) you will be able to:
- Add new property. To add a new property, you can click on the plus (+) button next to the company's name, in the table's first column, or you can click on the round button with a plus sign in the center at the lower-right corner of the page. That will take you to the Map's page where you can outline the property on the map and add save its details.
- Edit existing property's information. Note that, if you change land cost for the property, that will update land cost only for the property's current planting. In AgNote, you can have a different land cost for each property's planting.
- Edit property's shape. If you click on the map icon, a map modal will open where you can modify your property's shape.
- Edit property's irrigation system. Add or edit property's irrigation system's information. Here you can also attach files (e.g., irrigation design document). If the property's irrigation system does have details such as: application rate (inches per hour) or attached file, this information will be visible / available in the properties table.
Note, if you deactivate a property, it will not show up in any of the management areas in the application. If you stop farming one or more properties in your farm, I do recommend that you deactivate the property instead of deleting it. By deactivating the property, you wont loos the property's information and will be able to access that information through some of the report in AgNote.
Row Crops Dashboard
Here you will find key metrics for your row crops.
Note that, if you don not have any current row crop plantings in your account, the Row Corps management area will not be visible on the main navigation (on the left).
Each dashboard in AgNote's application can be customized for each user. User can choose which charts to show and in what order.
Row Crops Management
One of the most distinct features in AgNote, is the Previous, Current and Next planting organization. This layout allows user to view crop plantings sequentially as they are being planted.
In Row Crops management area, you will see each planting on its own column (Previous, Current and Next). Here, while keeping a clear visibility on the current plantings, you can also start to plan your next crop and look back on what was planted before current.
The previous column will have Planting Navigation in the heading. If you do have several plantings saved for the field, you can use this navigation to navigate back to see what was planted in the field earlier and how it performed.
If you wish to see a list of all planting for the field, click the All Plantings link in the first column, below the field's name.
In Row Crops management view you will be able to add / edit each planting's information, such as:
- Crop / Variety information. On this form you will also be able to edit planted area (acreage) and land cost.
- Add / edit yield information. You add several harvest yields for each planting. For example, you may grain-harvest wheat, but afterwards, you also baled the straw. So, here you here you can add grain yield information and the straw bale information.
- Crop Inputs. At a glance, you will see how many inputs have been applied for this planting and what is the last input that was applied. If you click on the input, you will see a list of all inputs and their details that have been applied.
- Files. You can attach one or more files for each planting. For example, you can save soil or tissue sample results with each input.
- Irrigations. At a glance you will see, if the field is currently are being irrigated and how many inches of irrigation water have been applied on this crop so-far. And if you click on the irrigation's link, you will see a list of all irrigation events along with details, for that crop.
Note, crop inputs and files, can be batch added. That means, you can add crop input to many row crop plantings just in seconds.
Scheduled Report Management
In addition to downloading and printing, in AgNote, reports can also be scheduled for emailing.
In the main navigation on the right, under Administration -> Schedule Reports, you can manage your scheduled reports. There you can schedule a new report or edit existing one.
When scheduling report you can:
- Select report which you wish to schedule. Note, most (not all) reports can be scheduled.
- Choose the frequency on how offer you want the report to be emailed out.
- Choose date / time of when report should be emailed out. Once the report is emailed, the next email date / time will be scheduled bay adding the frequency to the previous date / time it was sent.
- Specify which company data should be included. Recipients will see only the specified farm data on the report.
- Recipients. Specify to which recipients this report will be emailed to.
If you would like to pause report emailing, you can deactivate the report.
If you are utilizing Task's functionality in AgNote, it is recommended to configure the Task Archive settings to match your farming practices.
Note that the Task and Task Archive Settings areas are accessible only for the Account Owner.
In Task Archive Settings section you will be able to customize these settings:
- Archive On when the automatic task archiving will be performed. You can enter number 1 - 31 which will corspond to the day of the month. If you prefer the archiving to take place on the last day of the month enter thirty-one (31). If the month has less days than what you entered, the archiving will take place on your specified day or on the last day of the month.
- Approve. If you chose Yes for Approve, tasks will need to be approved by administrator or creator before task(s) can be archived. If Approve option is selected, you will see Approve Link on Completed Tasks page, for tasks which have not been approved yet.
- Email Archived Completed Task Report. Here you can enter email addresses (separated by comma) for recipients who will receive the Archived Tasks Report right after task archiving.
- Include Service Provider(s). If you have multiple service providers who performed the farming tasks, here you can choose which Service Provider tasks to include in the Archived Tasks Report. If no specific Service Providers are selected, then all Service Provider tasks will be included in the report.
- Auto Approve Before. Here you can select a date before which all Completed Tasks will be approved and archived automatically.
It's possible that you would like to import the Archived Tasks report into your bookkeeping software, but in that case, you may need to include some additional company information in the report. For example, each task may also need to include an Account Code for each farm.
It is quite easy to add a custom information for each company (farm) which will be included in the Archived Tasks Report. Just click on company's name and add the code(s) by fallowing this convention code: value, code2: value2 (code and value pairs need to be separated by colon ":"). Each code will have its own column and code's value will be inside cels below for each company.
In the Last 12 Month Archives section, on Task Archive Settings page, you will see archive snapshots for last 12 month.
Task in AgNote can be any farm for task or item (such as fuel, raw materials...) which you would like to track.
Since task has rate (financial information) attached to it, only Account Owner can manage (create, change, or delete) tasks, in the account.
In tasks management area you can add / edit task information such as:
- Default Service Provider. Default Service Provider can be your farm or an outside company which usually performs the task. When new account is registered in AgNote, the first Service Provider will be automatically created, with the same name as the account name. You can manage all your account Service Providers in sad Administration -> Business Partners section.
- Rate. Tasks price per Unit
- Per Unit. Available options are Acre, Day, Hour, Month, Week, Yield Unit, Gallon, Ton
- Category. On the Tasks management page, you will see another tab called Categories, where you can manage your task Categories. Task Categories are optional but recommended. You can group you tasks under common farming categories, for example, Labor, Plant, Spray, Tillage...
- Crop. You can assign a specific crop type to each task. Available options are All Crops, Permanent Crops, Row Crops, No-Crop Task. By assigning crop to each task, will help you to keep your account more organized, and will help you with data consistency. Because user will not be able to assign row crop task to permanent crop.
- Active. You can deactivate task if it is no longer being used. Inactive tasks will not show up in form dropdowns, therefore keeping them tidy.
On this tab (page) you can manage your Task Categories. See the Categories point above for brief description.
On this tab you can see a friendly table showing what task belong to each category.
If you are farming irrigated land and are recoding crop irrigations, Water Sources management area will be very valuable for you.
In this management area you will be able to manage water source details such as:
- Name and to what farm it belong.
- Type. Is it well, canal, reservoir, turnout, etc.
- Water District. If water does below to a Water District.
- Flow Meter. If water source does have flow meter installed, here you can specify the flow meter readout UOM (e.g., Acre-foot).
- Flow Meter Integers. I water source does have flow meter, here you specify the flow meter range. This is very useful if the low meter has limited range, for example, the meter rolls over at 1000 acre-feet. If the meter integers are specified, AgNote will detect meter rollovers and will recalculate the applied water.
- Mark if water source is active or inactive.
If you click on show more, you will be able to save more information for the water source, such as:
- Make and Model. if water source has electric, gas, diesel, etc. engine.
- Engine Type. Is it eclectic, diesel, etc.
- Serial Number.
- Meter Number. Here you can record power source meter number, for example eclectic or gas meter number.
- Install Date. When the water source was installed.
In water sources management areas, you can also save pump flow and water quality test results for each water source.
When recording irrigation for the crop, and the water source doesn not have meter installed, AgNote will check if water source has any flow test results saved, and if there are some, it will use the latest flow test water flow reading to calculate how much water was applied.
Similarly, if water source has water quality test(s) available, AgNote will use the Nitrogen reading to calculate how much Nitrogen was applied through the irrigation.
You will also be able to save up to 6 images for each water source.