AGREEING RESPONSIBILITY FOR TREE PROJECT DATA

Discuss who controls, maintains and may receive the project record before fieldwork. Keep the agreed responsibilities with the brief so later handovers and access decisions follow a clear arrangement.

Project/site:
Prepared by/date:
Version:

Project parties
Identify client, collector and maintaining organisation.
Notes:

Working record
Name the authoritative project copy.
Notes:

Permitted recipients
Record the agreed sharing audience.
Notes:

Maintenance role
Identify who updates the register after handover.
Notes:

Retention arrangement
Record the agreed storage and handover expectations.
Notes:

CHECKS
[ ] Clarify responsibilities before sharing a full project package.
[ ] Separate permission to inspect a site from permission to circulate its data.
[ ] Refer disputed ownership or contractual questions to the appropriate adviser.

Outstanding questions:
Source references:
Review and next action:

Scope: This planning aid does not determine intellectual property rights or replace a contract or legal advice.

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