Global Edit Function
Overview
Users with permissions to use the Global Edit function will find it in the Data Grid functions. Global Editing allows you to make changes to multiple sites or work records at the same time.
While the only records that will be edited are the records that you have selected and queued, it’s possible to accidentally select more data than you want to edit. Make sure you have selected only the records you want to change when globally editing.
If any records have been accidentally changed, please note the time the edit was made and the affected records and contact TreeKeeper Support to have them restored.
How to Globally Edit Data
To do so, populate the Data Grid using a Selection map tool or running a Search. From there, open the Data Grid and use the check marks next to queue the records you would like to globally edit. Once you have queued all of the records you want to edit, hit the Global Edit button in the Data Grid functions on the left side of the Data Grid.
After hitting the Global Edit button, an edit form will appear. The top of the screen will show the type of information you are changing, so this is a good place to double check that you are editing the correct information.
The edit form will look like a blank site form. Within this form:
Any attribute that you enter a value for will be changed for all queued sites.
Any attribute left blank will remain unchanged for all queued sites.
Types of Editable Data
Once you have selected sites on the map or searched for the sites that you would like to edit, you will see all of the selected sites' data in the Data Grid. At the top, there are 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 below.
Sites | This tab allows you to change information about the site or tree itself. This includes species, tree attributes, risk values, etc. |
|---|---|
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 |
