ASSIGNING RESPONSIBILITIES IN A TREE SURVEY TEAM

Make it clear who collects, reviews, coordinates and issues the record. A responsibility note reduces uncertainty around tree IDs, corrections, shared access and the final professional review.

Project/site:
Prepared by/date:
Version:

Role
Name the function needed for the commission.
Notes:

Responsible person
Identify the agreed contact.
Notes:

Decision authority
State which changes they may approve.
Notes:

Handover point
Identify what they receive or pass on.
Notes:

Escalation
Record where unresolved questions go.
Notes:

CHECKS
[ ] Distinguish data collection from review of professional conclusions.
[ ] Assign one process for allocating new tree IDs.
[ ] Check members understand the agreed project and account access.

Outstanding questions:
Source references:
Review and next action:

Scope: The worksheet clarifies project roles and does not grant application permissions or establish professional competence.

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