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Block and Vineyard Assessments

Updated

The Observations tab displays a list of the block’s assessments.

Observations_Tab_20200914.png

From this tab you can view, add, or edit an assessment, note, or attachment.

Recording a Block Assessment

To record a block assessment:

  1. Search for and view the block.
  2. Do one of the following:
  • Tap the + in the upper right, then tap Block Assessment.

Actions_-_Block_Assessment_20200914.png

  • Tap the Observation_Tab_Icon_20200914.PNG Observations tab, then tap Add Observation > Block Assessment.

Observations_-_Adding_Assessment_20200914.png

  1. Enter the details for the block assessment. You can include a note or attachment (e.g. photo) with the assessment by clicking the paperclip in the upper right.

Adding_Assessment_20200914.png

 

  1. If you need to change the assessment date, tap Just Now to select the date/time.
  2. Tap Submit to save the block assessment, or X to discard it.

Editing a Block's Assessment

To edit an assessment:

  1. View the assessment.
  2. Edit the assessment as needed.
  3. Tap Update to save your changes, or X to discard them.

Adding Notes and Photos

To add notes and attachments (e.g., photos) to a block:

  1. Search for and view the block.
  2. Do one of the following:
  • Tap the + in the upper right, then tap Add Note & Photo.

Actions_-_Add_Note_and_Photo_20200914.png

  • Tap the Observation_Tab_Icon_20200914.PNG Observations tab, then tap Add Observation > Add Note & Photo.

Observations_-_Adding_Note_and_Photo_20200914.png

  1. If you’ve enabled location tracking, Sharing Location displays in the upper right. Otherwise, you can include a location by toggling Include Location.
  2. Enter your notes.
  3. To attach photos:
  • Tap the camera icon.
  • Tap the type of photo you want to attach.
  • To attach a new photo, tap Camera. To attach an existing photo, tap Photos. 
  1. Tap the checkmark to save your notes and photos.

Adding_Note_and_Attachments_20200914.png

Editing a Note or Attachment (Photo)

To edit a note or attachment:

  1. View the note.
  2. Edit the note as needed.
  3. To update the location for the note or attachment, tap Edit. If you don’t want to attach a location with the note or attachment, tap Clear.

Block_notes_10.jpg

  1. Tap the checkmark to save your changes, or tap X to discard them.

Deleting a Note

To delete a note:

  1. View the note.
  2. Tap the Trash 20240328.png icon.

Delete Note 20240328.png

You'll be asked to confirm that you want to delete the note.

  1. Tap Delete to delete the note. Tap Cancel to retain the note.

Enabling/Disabling Location Tracking 

To specify the default location tracking setting:

  1. From the main screen in the vintrace app, tap Account_Settings_Icon_20200914.png.

Main_-_Account_Settings_Icon_20200914.png

  1. Toggle the Auto-Location setting as needed.

Account_Settings_-_Auto_Location_Toggle_20200914.png

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