KEEPING TREE-RELATED CONSTRUCTION MONITORING RECORDS

Agree what is to be monitored, by whom and at which project stages. Record visits against the issued advice and current works so observations and follow-up remain traceable throughout construction.

Project/site:
Prepared by/date:
Version:

Monitoring scope
Identify the commissioned checks and source advice.
Notes:

Visit details
Record date, site stage and responsible observer.
Notes:

Evidence
Link photographs and notes to the relevant tree or area.
Notes:

Variation
Describe differences from the issued arrangement.
Notes:

Follow-up
Record the responsible person and response status.
Notes:

CHECKS
[ ] Keep site observations separate from unreviewed conclusions.
[ ] Escalate changes through the agreed project contact.
[ ] Retain earlier visit records when adding a later response.

Outstanding questions:
Source references:
Review and next action:

Scope: Monitoring records do not automatically certify compliance or replace the adviser’s agreed inspection and reporting scope.

This is a general worksheet, not an automated application feature.
https://canopyapp.app/resources/tree-construction-monitoring-records