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How To: Add a Work Record from the Tree Details form

In TreePlotter™ INVENTORY, a Work Record can be created for a single Tree in the Tree Details form. Follow the steps below to create a Work Record for a single Tree.

Prerequisites:

Steps:

  1. Click on a Tree on the map
  2. Click on the ‘WRS’ button within the Tree pop up. This button will open the Work Records data table.
  3. In the Work Records data table, click the ‘Add’ button
  4. Click the ‘Add Work’ button.
  5. A new record will be created in the table. This record will be highlighted in blue and automatically selected (the tickbox on the left-hand side of the table shows selected work records).
  6. Click on a cell in the table to edit a value.

Known Limitations:

  • A user may not be able to add Work Records due to their user permissions. To update their ability to add Work Records, reach out to support@planitgeo.com.
  • On mobile, the Work Record table can be difficult to scroll horizontally. We recommend using a tablet or a wider screen when out in the field and editing work records.

Potential Next Steps:

How To Video Below:

Updated on March 25, 2025

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