HANDING A TREE SURVEY TO ANOTHER CONSULTANT

Explain the source record, methods and unresolved items when another consultant takes over a project. A clear handover allows the receiving practitioner to decide what can be relied on and what needs further review.

Project/site:
Prepared by/date:
Version:

Commission history
Describe the purpose and scope of earlier work.
Notes:

Source files
Identify the original records and issue versions.
Notes:

Method notes
Retain measurement and assessment method references.
Notes:

Unresolved items
List uncertainties, omissions and pending checks.
Notes:

Receiving review
Record the recipient’s questions and next actions.
Notes:

CHECKS
[ ] Keep original observations distinguishable from later interpretation.
[ ] Check permissions and agreed sharing arrangements before transfer.
[ ] Ask the receiving consultant to confirm which records require further inspection.

Outstanding questions:
Source references:
Review and next action:

Scope: A file transfer does not imply professional endorsement, assignment of liability or automatic acceptance of earlier conclusions.

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