WOM Tutorial – Creating and Assigning Work Records

The Work Order Management add-on module for Tree Plotter offers multiple
workflows to create and manage your Work Records, Work Orders and Jobs. It is
possible to either first assign Work Records to trees, then generate a Work Order, or
you may first create a Job, then associate Work Records and trees. The below
exercises will walk through these workflow options.

Method 1:

1. Locate the tree that you need to assign a Work Record to. You can do this in a
   number of ways:
   1. Using zoom/pan tools in the map
   2. On the Navigation toolbar, use the address search button and
      enter in the address where the work will take place.
   3. Use the Advanced Filter tool to search for specific trees by any
      specific attributes or location
2. Click on the tree point – then choose the Details button
3. Under the Management tab, select the Inventory Mode tab, choose a Work
   Category and then choose a Work Task.
   1. Optionally, click “More” to enter other values associated with the Work
      Task, such as priority, description, time estimates, costs, etc.
4. Once you have chosen the Work Task you would like to associate with this
   tree, click “Submit” at the bottom of the window. This will create and add the
   new Work Record to the WR Table. You can also now edit the values in the
   WR Table, as well as adjust the columns using the Views button.
5. Now, you may select the Job button to create a new Job/Work Order (We will
   cover this in a different exercise), or close the tree form to search for Work
   Records later.

Method 2:

Alternatively, all of this can be done in bulk, using the Update tool in the Work
Records / Work History data table or Job details form, to create and populate multiple Work Records for
multiple trees at once. Here’s how:

1. Use the Advanced Filter to query attributes and/or the map for the specific
   trees that you need to attach a Work Record to. ( Note: This can be done
   without a filter applied, but it’s easier and safer to have one applied.)
2. In the Work Records / Work History data table or Job details form, click the ‘Add’ button.
   1. Choose one of the methods for linking trees from the inventory (i.e.
      creating Work Records for just the filtered trees).
   2. For the single Point method, tap tree once to select a single tree. Then
      click Done Linking at bottom left.
   3. For the Multiple Points method, tap and highlight multiple tree points.
      Then click Done Linking at bottom left.
   4. For the Polygon method, draw a polygon in the map and double-click
      to close the polygon and link the trees that fall within.
3. Update the Work Task, WR Status, or any other fields by using the Update →
   Mass Update Work Records and choosing specific fields to update through
   the Add Fields option, or applying a saved Routine.
   1. Once you have set the fields to update, or applied the existing Routine,
      select the Update button. You will receive a the following warning
      message regarding running a Mass Update.
4. If you want to add these newly created Work Records to a Job, select the Jobs
   button.
   1. This will give you the option to either create a new Job, or add the Work
      Records to an existing Job. In this case, we will create a new job.
   2. Once created, you will see the following prompt:
   3. Select Yes, and the map will zoom to the Job and open the Job Details
      window. From here, you can input Job information, edit the Work
      Records, create a Work Order, and Close Out the Job once it is
      complete. We will go over these steps in WOM Tutorial – Creating Jobs and Work Orders.