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How To: Add a Work Order from a Tree or Asset Inspection

In TreePlotter™ INVENTORY, you can create new Work Records and add them to a new Work Order(s) with the submission of a Tree Inspection.

Prerequisites:

Steps:

  1. Click on a Tree, and click the ‘Inspect’ button in the Tree popup window to start your inspection.
  2. Fill out the inspection form.
  3. At the bottom before submitting, check the boxes for the Create Work Record and Create or Add to a Work Order fields.
  4. Fill out the Work Record information.
  5. Click the ‘SUBMIT’ button to submit the Inspection.
  6. A confirmation popup window will appear that reads, “What would you like to do with your selected work?”
  7. Select the ‘CREATE A NEW WORK ORDER AND ADD SELECTED WORK TO IT’ button.
  8. The Work Order is placed on the map in the same location of the Tree you inspected.

Potential Next Steps:

Updated on August 23, 2024