Training library
Getting Started· 60s

Switching between plots without losing your record

Move between plots or units mid-task without losing the record you were drafting.

Practical steps

  1. 1

    Always tap Save Draft before you switch plots, even if the record is half-finished.

  2. 2

    Tap the plot or unit selector at the top of the screen. The current plot is bold.

  3. 3

    Pick the new plot. The app should ask if you want to keep your current draft or discard it. Pick keep.

  4. 4

    Confirm the project name and plot reference shown at the top now matches where you are physically standing.

  5. 5

    If a record disappears after a switch, check the drafts area before assuming it is lost.

Key takeaways

  • Save Draft before every plot switch. This single habit saves an hour a week.
  • The drafts area exists for exactly this scenario. Use it.
  • Visual confirmation of plot reference after switch prevents a wrong-plot record.

Printable checklist

Two sides of A4, gloves-on legible, fits in a hi-vis pocket.

Download PDF