How To: Update Work Records

After you have your Work Records added or created, you can edit the data within your Work Records to store important information.

Prerequisites:

• Tutorial: Work Records
• How To: Add Work Records

Here are the different ways to update a single or multiple Work Record(s):

Click on the links below to learn more about each way to update Work Records. 

• Editing a single cell in the Work Record table (Tree Details, Work Order or Data Table).
• Using the Update Button in the Work Record table (Tree Details, Work Order or Data Table).
• Using Routines
• Using the Mass Updater

Known Limitations:

• Making sure the correct number of Work Records selected is crucial when updating Work Records in a bulk way. Using the toggle checkboxes or the filter can provide good means of selecting the number of records you want to update.
• If a user does not have access to any of the tools needed, please let support@planitgeo.com know, and we can alter permissions for you.

Potential Next Steps:

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