PREPARING A TREE WORK INFORMATION HANDOVER

Give the contractor the issued advice and clear tree references for the agreed work. Identify questions that must be resolved before arrangements are finalised, and keep the work record separate from the professional assessment.

Project/site:
Prepared by/date:
Version:

Issued instruction
Identify the accepted document and version.
Notes:

Tree identification
Link each item to its map and photographs.
Notes:

Scope query
List ambiguous or conflicting details.
Notes:

Site arrangements
Record the responsible site contact.
Notes:

Completion evidence
Agree the records to return after the work.
Notes:

CHECKS
[ ] Clarify scope questions with the responsible person before proceeding.
[ ] Retain the practitioner’s wording and source references.
[ ] Match returned completion evidence to each relevant tree ID.

Outstanding questions:
Source references:
Review and next action:

Scope: This worksheet is not an operational work method, safety plan or authorisation for tree work.

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