Overview
Users with permissions to use the Global Edit function will find it in the Data Grid at the bottom of the are able to make changes to multiple sites, work orders and work records at the same time.
To do so, populate the Data Grid using either the Selection map tools or the Search function. From there, use the check marks at the left of the Data Grid to select the sites, work orders or work records you wish to global edit. Once you have chosen the records you wish to edit, hit the Global Edit button in the panel to the left of the Data Grid.
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After hitting the Global Edit button you will be brought to a global edit page that will reflect the type of record you wanted to edit. This is a good place to double check that you are editing the correct information since the top of the screen will show what type of information you are changing.
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Types of Editable Data
Once you have selected sites on the map or searched for the sites that you would like to change you will see all of your selections in the Data Grid. At the top there will be four different tabs labeled Sites, Calls, Work, and Work Orders. The differences between these tabs and what information can be changed using them is detailed to the right.
Please keep in mind that, while the only information that will be changed will be the information that you selected, it will still be easy to accidentally select more information than you meant to. Make sure you have only selected what you want to change in the grid. Our support team is always ready to help restore any information that was accidentally changed.
Sites | This tab allows you to change information about the site or tree itself. This includes species, tree attributes, risk values, etc. |
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Calls | This tab allows you to select multiple individual calls and change information about the call itself. This includes caller, priority, the person who took the call, etc. |
Work | This tab allows you to change multiple individual work records. The attributes you can change include priority, work date, work comments, type of work, etc. |
Work Orders | This tab allows you to change attributes about work orders, not just work records. For more information about the difference between these two things see: Work Orders |