Information to record

Use these prompts to agree the record for your project. Keep the answers and their source references together; leave an unknown value explicit rather than filling it with an assumption.

Tree identity
Keep one stable reference for the agreed asset.
Stem references
Identify each recorded stem without changing tree identity.
Measurements
Keep each value with its stated unit.
Recording convention
State how stems were distinguished and recorded.
Calculation source
Identify any separately applied method and its authority.

Checks for this task

  1. Confirm the required convention with the responsible practitioner.
  2. Check that individual values have not become an unexplained total.
  3. Retain the original stem measurements when an output uses a derived value.

A worked example

Illustrative example, not a client case: T011 has stems S1 and S2 recorded separately. The field notes identify the convention used. A later derived result references those source entries rather than replacing them with a single undocumented number.

Scope and limits

No combined-diameter formula or assessment rule is supplied; use the method agreed for the commission.

Use the worksheet

The download contains the prompts and checks above with space for your project notes. It is a plain text document you can edit in a text editor or copy into your project brief. It contains no client information and does not run calculations, import records or change an account.

Continue the workflow

Prepared by Canopy.