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Work Records are the work activities that live within an Asset or Work Order. In TreePlotter PARKS the Work Record management system is organized very similarly to the Work Record management system in TreePlotter INVENTORY. You can add Work Records, archive work that has been done by your organization, be notified when work is due, and analyze the work at your organization using charts, graphs and tables.
Adding Work Records
From the Details Form
You can add a Work Record in the Details form within a specific asset for any of the layers in your application. Select the layer in the Interactive Legend that you would like to add work records to. Then, click on the asset and the WRS or the Details button in the assets pop up.
In the Details form, navigate over to the Work Records tab. When opening up the Work Records tab, you will see two sub tabs: Inventory Mode and WR (Work Record) Table. You have the ability to add a Work Record in either location.
In Inventory Mode in the Work Records tab, you can add a Work Record by clicking on a Work Category, checking a Work Task and then clicking More. When clicking more, all of the fields will appear and can be filled in. When finished entering information on the Work Record, click Submit. The Work Record will then be added to the WR table.
In the WR Table, also known as the Work Record table, you can add a Work Record by clicking Add. After clicking Add, then clicking Add Work, a blank Work Record will be added to the WR Table. You can double click on the columns and add the details into the WR Table.
From a Work Order
To add a Work Record from the Work Orders layer, select the Work Orders layer in the Interactive Legend. Select the Work Order on the map that you would like to add a Work Record to. Navigate to the Work Records tab of the Details form. Click Add. First you will be asked to select a layer that you would like to add your Work Record to, then you will be asked to select a method to link the existing Work Records or new Work Records to.
Click the Link button after you select the layer and the Method. The Work Order window will minimize and you will be able to link Work Records to your Assets. The asset layer you have chosen will automatically be selected in the Interactive Legend and be viewable on your map. Select the assets on your screen that you would like to Link. Click Done Linking at the bottom left corner of the screen when you are finished making your selections.
If you want to add a Work Record to an Asset that is not yet on the map, click the Add Non Inventoried Work button. This feature will allow you to create a Work Record and add the Asset to your map later on.
From the Data Table
To add a work record from the Data Table, open the Work Record/Work History table, click Add. The same options will come up when adding a Work Record from a Work Order. Choose a layer, and choose a method, then link your Work Records to your Asset layer.
From Tree and Amenity Inspections
You can simultaneously add a Work Record while doing a Tree or Asset inspection. Select the Trees or Asset layer from the Interactive Legend, click on the Tree or Asset you are going to inspect and click Inspect. After filling out the Inspection details, scroll to the bottom of the form and check the Add Work Record box. This will allow you to add a Work Record and select a Work Category, fill in the Work Record details and click Submit at the bottom of the form.
It is important to note that if your Asset layer uses Inspection Forms, you will not have the ability to create a Work Record this way using that layer.
Understanding Work History and Archiving Work
Work History is completed work activities that have been Archived. After adding a Work Record and changing the Status of the Work Record to complete, you can choose to Archive your Work Record. To do this, check the Archived box in the Work Record table. The Archived Record will move the Work Record from the WR Table in the Work Records tab into the Work History tab.
Once a Work Record is Archived and moved into Work History, it’s details cannot be edited. It can be deleted, duplicated, zoomed to and managed using the More button in the Work History table.
Work Records and Work History in the Data Table
To manage Work Records and Work History, you can update records, zoom to, sync, duplicate, delete or export our your Work Records in the Data Table. Open the Data Table, and Click on the Work Record/Work History data table. Work Records and Work History are kept in separate tables. To learn more about managing your data in the Data Table, click here.
Work Records and Work History Reports
You can print out detailed reports on the current and previous work at your Organization. Navigate over to the Hub, click on the Reports section and then expand Work Record/ Work History Reports. There are many report templates to choose from. You can run fully detailed reports or just summaries of the work that has taken place. You can organize those reports by Species, Genus or Work Orders.
Work Records and Work History Analysis
In the Stats section of the Hub, you can analyze the type of work being done at your organization in chart, bar graph or tabular format. You can analyze the Work Records by Status or by the Category of work.
Notifications and Work Records
When work is approaching Due Dates or overdue at your Organization, you will receive Notifications in the Hub. Open the Hub, select Notifications, and select the layer you are wanting to view the Work Records for. Then, click on the Work Records link. TreePlotter will then automatically apply a filter to your map, for you to be able to view the Work Orders or Assets with those due Work Records. Select either of those layers in the interactive legend and you will be redirected to those Work Records that need to be handled. To learn more about Notifications, click here.