Recording Seasonal Block and Viticulture Assessments

You can find block assessments in the Assessments tab of the Block Overview window. To display the Block Overview window, do either of the following:

• Enter the block’s name in the Quick Search field
  • select it from the list or hit Return on your keyboard

• OR, click Blocks in the sidebar

  • filter or search the list of blocks to find the appropriate block
  • click on the block name to open the Block Overview screen

   

• OR, click More options from the sidebar
  • locate the Harvest tile
  • click Block overview
  • use the search options in the left panel to locate the appropriate block
  • click the appropriate block in the right panel

The Block Assessment lets you record information that may change against a block within a season (e.g. estimated harvest dates, expected yield, disease status) and from season to season.

Viewing an Assessment

The assessments made for the selected vintage display in the Assessments tab of the Block Overview window.

To view the information that was recorded for an assessment, click View to the right of the assessment.

Recording a New Assessment

You can make any number of assessments for a block within a season. Each time you record an assessment, any information you supply is used to build the seasonal information for the block. The most recent seasonal data shows in the Seasonal tab in the Block Overview window.

For example, if someone from the viticulture team inspects a block for quality and to make some harvest estimates, they can submit an assessment by only including the grading, producing forecast, and available forecast. When the assessment is submitted, vintrace updates the related fields on the Seasonal tab with the information and leaves the other fields as they are.

The following information from the block’s Seasonal tab will be used as default selection options when bookings are created in vintrace:

• Harvest method
• Intended use

Recording the Assessment Manually

To record a new assessment from the Block Overview window:

1. Select the Assessments tab
2. Click New Assessment

The Create Block Assessment window displays

Although the Create Block Assessment window contains a number of fields, only the following fields are required:

• Vintage — The vintage/season the assessment is for
• Assessment Date — The date the assessment was made
• Assessed By — The person who made the assessment. This is not necessarily the person who is entering the data.

All other fields are optional. If a field’s value has been supplied, it helps build the seasonal information for the block. Below is a description of the other fields in the Create Block Assessment window.

• Harvest Method — This year’s preferred harvest method for the block
• Producing Forecast — The tonnage the block will be producing this year
• Available Forecast — The tonnage that will be available for you to make wine. This may be different from the total amount being produced.
• Expected Harvest Date — This year’s optimum harvest date
• Earliest Harvest Date — The earliest date the block can be harvested. There may be a withholding period after certain sprays are applied.
• Intended Use — Select what you intend to use the block’s fruit for. For example, a particular style of wine.
• Grading — The fruit’s assessed quality
• Expected Program — The program you’re anticipating the fruit to go to
• Contract — Select a specific grower contract for the block for a given season
• Spray Report Received — The date a spray report was received for the block
• Spray Report — Upload the block’s spray report
• Capital Block — Indicates whether the block is part of a capital project
• Capital Project Number — The capital project’s reference number
• Expected Crush Site — The winery where you expect to crush this fruit
• Comments — Additional free text information
• Inactive — Selecting the Inactive checkbox ignores details from this block assessment when building the block’s seasonal information

Bulk upload using a CSV file

Bulk upload multiple assessments using a CSV file.

1. Click Blocks from the sidebar
2. Click the create icon in top right hand of screen
3. Select Import assessments
4. Click Download Headers to download a CSV file to fill out prior to upload.
   
   Required fields on the import CSV are:
   • Grower
   • Vineyard
   • Block
   • Vintage
   • Assessment date (in the format MM/DD/YYYY for US and DD/MM/YYYY for ROW)

   • Assessed by (in either Surname, First name or First name Surname format, e.g. Smith, Jane or Jane Smith are both valid. Note that the individual/company must exist in your Address Book)  
     Any other information you choose to add is optional.

     An easy way to get a full list of your Blocks with correct details is to download from the Blocks page using the download icon in the bottom right.
5. Save your updated CSV file
6. Click Upload a File... on the Block Assessment Importer
7. Click Choose File to attach your updated CSV file
8. Click Upload to upload the file to your database
9. Click Import Block Assessment
10. Review validation results before completing the import