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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 ‘Details’ or the ‘WRS’ button within the Tree pop up.
  3. Go to the Work Records table
  4. Click the ‘Add’ button
  5. Click on ‘Add Work’
  6. You will see a record created in the table. You can 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 April 4, 2024

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