MAKING A TREE INVENTORY USEFUL TO A FACILITY MANAGER

Plan the handover around the people who arrange inspections and works. Agree stable references, record ownership and an update process so the inventory can support future visits without losing the issued professional advice.

Project/site:
Prepared by/date:
Version:

Asset reference
Identify the tree ID used by the property team.
Notes:

Source advice
Record the report and issue date behind each action.
Notes:

Responsible role
Name who arranges follow-up.
Notes:

Review trigger
Retain the practitioner’s specified timing or conditions.
Notes:

Update process
Explain how later work records will be attached.
Notes:

CHECKS
[ ] Distinguish professional recommendation from booking status.
[ ] Retain earlier records when adding a completion note.
[ ] Check that a new staff member can identify a sample tree from the handover.

Outstanding questions:
Source references:
Review and next action:

Scope: This is a record-management brief; the inventory does not automatically monitor condition or revise professional recommendations.

This is a general worksheet, not an automated application feature.
https://canopyapp.app/resources/tree-inventories-for-facility-managers