Bulk Complete Open Works

First, navigate to the Work Required List on the left side menu from the Main Dashboard (homepage). 

Filter the List

You can filter the list by a range of attributes. You can filter by one or more categories. 

•   Jobs by User – As outlined above. 

•   Work Task – Simply select one or more tasks from the drop down options. 

•   Equipment required – Select from the drop down options

For a few more options, select the Show More Filters button and the following will expand  

•   Storm Event – Allows you to filter only those tasks created by a recent extreme weather. 

•   Created By – Allows you to filter by the person who set the tasks. 

•   Tags (if you have been using unique tags on your tree data, eg young tree care, this function can now filter by them)

Select the small “x” beside any selected filters to remove them at any point will revert back to the entire asset list. 

Filter works list



Open Works List Toggle Map

While you can simply use the list format, there is also an inbuilt map function on the Work Required List page. 

•    Select the Toggle Map button and an embedded map will appear showing any current works required with coloured dots, coded to their priority level. The list is still visible just below the map.

•    With this map feature on, you can zoom and drag down to a closer view like the example below. 

HINT: This is a handy way to visualise proximity and make efficient work plans. 

Toggle Works Map

Draw Area

In Toggle Map view you can draw a polygon area around a group of points to filter the list spatially rather than by categories.  

1.    Select the Draw Area button. Click on the map, drag to draw a line, click to mark a corner, drag to draw another line and so on. Double click when you are done and it will snap the polygon together. Any open works points within the polygon drawn area will automatically highlight with a yellow circle as selected. 

2.    NOTE: At any point you can select Remove Area button to delete your polygon shape, so don’t be afraid to have a few attempts. 

3.    Once you have a completed drawn area, you can select the Actions button and you can select Bulk Complete Works.

You can then choose the Completed Date the works were completed, and choose the user that completed the work along with adding any notes. These will be applied to all the selected works.

Click Complete Work and the open works will be completed.

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