How To: Add a Work Order from a Tree or Asset Work Records (WRS) Table

Work Orders contain Work Records. You can create new Work Orders by selecting Work Record(s) from within a Tree or Asset Details form and adding them to a new Work Order.

Prerequisites:

• Tutorial: Work Orders

Steps:

1. Log into TreePlotter™ INVENTORY.
2. Click on a tree, and click the ‘WRS button’ in the popup window to open the Work Records table in the Details form.
3. Add a new Work Record or choose an existing Work Record(s) by selecting the checkbox in the first column.
4. Next, click on ‘MORE’ > ‘ADD TO WO’.
5. A popup confirmation will appear that reads, “Are you sure you want to add this 1 work record to a work order?”
6. Select the ‘Yes’ button to confirm.
   
   NOTE: the number of Work Records depends on the selection you’ve made in the WRS table.
7. A second popup window will appear that reads, “What would you like to do with your selected work?”, select the ‘CREATE A NEW WORK ORDER AND ADD SELECTED WORK TO IT’ button.
8. The above selection creates a new Work Order and places it in the same location of the Tree you had selected when starting this process.

Potential Next Steps:

• How To: Add Work Records using a Work Order
• How to: Move a Work Order