Adding a Work Record

There are four core ways to add a work record to a site in TreeKeeper:

From a Site

To add a work record for an individual site, start by viewing the site, then navigate to the Work Information tab. From here, you can view any existing work records, edit them, or you can click the Add Work button to create a new one.

Open

From the Grid

You can add identical work records to multiple sites at once through the Data Grid. First, you will have to use a map tool or run a search to select the sites that you want to add a work record too. Then, within the Data Grid, you will queue (checkmark) the desired sites. Once the sites that you want to add a work record to are queued, click the Add Work button .

Open

With a Rule

Rules in TreeKeeper can be configured to add a work record when it is applied to a site or multiple sites.

For more information on rules, see Rule Management.

Through a Call

Work Records can be added to a site through a call. Adding a work record this way also has unique functionality where the call will have a direct association to the work record.

When adding a call, you can check the Add Associated Work Record box and a work record for will appear.

After adding the call with the associated work record, you will be able to toggle views between the two by clicking the View Associated Work Record / Call button.

For more information on adding calls, see Calls Overview.