Trees Case Management
To Learn More About Trees Case Management
What is Trees Case Management?
A Trees case covers any enquiry about trees on landlord-owned land — pruning, felling, overhanging branches, subsidence concerns, storm damage, root damage, or biodiversity / protected-species queries. Landlords must check Tree Preservation Orders (Town and Country Planning Act 1990), conservation-area status (six weeks’ notice rule), Wildlife and Countryside Act 1981 bird-nesting seasons, and commission a qualified arboriculturist where appropriate.
Trees — End-to-End Workflow
- Logged — tree enquiry captured into one Trees case on Propsys360.
- Acknowledged — reporter acknowledged with expected timescale; any immediate danger triaged urgently.
- Investigated — site inspected by arboriculturist, TPO / conservation-area / nesting-season status checked, photos captured.
- Actioned — works specified and commissioned, local authority notified or permission sought where required, neighbours informed.
- Resolved — works completed, site cleared, biodiversity obligations met, reporter informed.
- Closed and learned — case closed with arboricultural evidence; tree-stock and failure trends feed estate and insurance planning.
Trees Case Management in Propsys360
- One record, one version of the truth — every Trees case lives in a single record in the Propsys360 Case Management module, built on Microsoft Dynamics 365, replacing parallel spreadsheets, shared inboxes and chased email threads
- Linked to the Case Management ecosystem — Estate Services for inspection, Insurance for subsidence claims, Compliance for TPO and wildlife, and Customer Portal for reporter visibility — so the trees context is visible without hunting across systems
- Stage-driven workflow — tree enquiry assessed, lawfully actioned and evidenced — with due dates, reminders and automated escalation when timescales slip
- Every interaction on one timeline — calls, emails, SMS, portal messages, site visits, photos and documents attached to the same case record
- Reporting and oversight — live dashboards by team, patch, officer and case age; regulator-ready evidence on demand for the Regulator of Social Housing and Housing Ombudsman
- Resident-facing self-service — residents can raise, update and track their trees case through the Customer Portal, cutting inbound calls and speeding resolution
- Microsoft-native and secure — single sign-on, role-based access, UK-hosted data, full audit trail; works where your teams already work, in Outlook, Teams and the Dynamics 365 app
Teams Helped by Trees Case Management
Contact Centre / Customer Service Advisor — captures the enquiry with the right urgency — storm-damage risk is triaged, pruning waits for the season.
Housing Officer / Tenancy Management — sees tree activity on patch and can spot where repeated branch or root issues mean a whole-tree decision.
Estate Services / Arboricultural Officer — runs TPO, conservation-area and wildlife evidence on one record; decisions are defensible against planning enforcement or neighbour challenge.
Team Leader / Service Manager — dashboards show open trees cases by age, stage and patch, so escalations are surfaced early and evidence is ready for monthly performance packs and regulator submissions.
Head of Housing / Director — one trusted data source across trees and the wider Case Management ecosystem, giving board-level assurance that statutory timescales, resident outcomes and compliance duties are being met.
Propsys360 Housing Management System
- Integrated
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Propsys360 empowers social housing with streamlined property operations, advanced technology, and focused resident support through a comprehensive housing management system, integrating property management software and tenant management solutions for future-proof housing management.
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What Our Customers Have To Say
The Neo Technology model allows us to scale our development capacity, accelerating our transformation programmes while future-proofing our business while achieving substantial industry cost savings.
Their integrated agile project teams deliver across a range of business requirements in partnership with our Product Owners, such as System Enhancements, Data Integration & Cloud Migration, enabling Notting Hill Genesis to accelerate our digital transformation goals.
In partnership with Neo Technology, we have enhanced this solution by leveraging the capabilities of Azure Integration Services. This integration enables seamless agent engagement and efficient work status sharing between the Omnichannel system and our SaaS-based work allocation platform.
The successful deployment of this solution has significantly increased transparency and improved the operational efficiency of our contact centre, allowing us to deliver greater value to our customers.
This achievement was made possible through the expertise and dedication of Neo Technology. We extend our sincere thanks to Neo Technology for their invaluable support.
