How To: Edit a Work Record

In the Work Record table located in the Tree Details, Work Order, or Work Record Data Table, you can edit a cell with important data.

Prerequisites:

• Tutorial: Work Records
• How To: Add Work Tasks and Work Categories in Work Records

Steps:

1. Go to the Work Record table in the Tree Details form, Work Order form, or Work Record Data table.
2. Click on the cell for the field you want to edit. Double click if needed, and select or type in the value you want to add.
3. Click the ‘X’ button, or switch to a different tab, or close out the form. The values entered will save automatically.
4. Repeat steps to fill out all of the fields. To view more fields, click on the ‘Views’ button, and select the fields you wish to see and edit in the table. Click the ‘Apply’ button, then fill in the remaining values.

Known Limitations:

• Updating individual cells within the Work Records table can be tedious. There are ways to Mass Update Work Records. Go back to Updating Work Records to learn how.

Potential Next Steps:

• How To: Add Work Tasks and Work Categories in Work Records
• Tutorial: Work Order Management