Block Assessments can be found in the Assessments tab on the Block Overview. The block overview can be brought up by typing the name of the block into quick search or by opening a block through Search > Block Overview.
The purpose of a block assessment is to record information that may change against a block from season to season as well as information that may change within a season (such as estimated harvest dates and tonnages).
Clicking the New Assessment button allows you to record an assessment.
This screenshot shows an assessment (with all fields filled out):
Even though there are a lot of field, only 3 are required for each assessment you make: Vintage (the vintage/season the assessment is for), Assessment Date (the date the assessment was made), and Assessed By (who made the assessment; not necessarily the person who is entering the data). All other fields are optional. If a field has been supplied it will help build the Season information for the Block. The following is a brief rundown of what the optional fields relate to:
- Harvest Method – The preferred harvest method for the block this year
- Producing Forecast – The tonnage the block will be producing this year
- Available Forecast – The tonnage that will be available for you to make wine from (which may be different to the total amount being produced)
- Expected Harvest Date – The optimum harvest date this year
- Earliest Harvest Date – The earliest date that the block can be harvested (there may be a withholding period after certain sprays are applied)
- Intended Use – A user defined list of what you intend to use the fruit from this block for. An example might be a particular style of wine
- Grading – The assessed quality of the fruit
- Expected Program – The Program you’re anticipating this fruit to go into
- Contract – You can select a specific Grower Contract for a block for a given season here
- Spray Report Received – The date a spray report was received for the block
- Spray Report – A handy place to store the spray report for the block
- Capital Block – Is the block part of a capital project?
- Capital Project Number – A reference number for the capital project if applicable
- Expected Crush Site – the winery where you expect to crush this fruit
- Inactive – Effectively ignores details from this Block Assessment when building seasonal information for the block
- Comments – any additional free-text information
You can make any number of assessments for a block within a season. Each time you record an assessment, any fields you supply will be used to help build the seasonal information against the block. For instance, if one of the viticulture team is inspecting a block for quality and to make some harvest estimates, they can submit an assessment just including the Grading and the Producing / Available Forecast. When the assessment is submitted, vintrace will update the related fields on the Seasonal tab with this information and leave the others as is. This allows you to build up your seasonal information for a block as you go along, rather than being required to record the details all in one go. Information from the Seasonal tab will be used as default selection options when creating Bookings in vintrace.
The Assessments tab contains a record of all the assessments that have been made the selected vintage. Clicking the View option will allow you to see what was recorded at the time. Users with sufficient permissions will also be allowed to correct an already submitted assessment in here as well.