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
Always tap Save Draft before you switch plots, even if the record is half-finished.
- 2
Tap the plot or unit selector at the top of the screen. The current plot is bold.
- 3
Pick the new plot. The app should ask if you want to keep your current draft or discard it. Pick keep.
- 4
Confirm the project name and plot reference shown at the top now matches where you are physically standing.
- 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.