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 reference
- Identify the tree and source measurement record.
- Plan reference
- Record drawing version and coordinate basis.
- Works geometry
- Identify the proposal boundaries used.
- Method source
- Retain the commissioned method and its assumptions.
- Review evidence
- Record calculations, annotations and unresolved checks.
Checks for this task
- Confirm units and source measurements before using derived values.
- Check that proposal boundaries match the current drawing.
- Keep numerical results separate from professional interpretation.
A worked example
Illustrative example, not a client case: A marked-up plan uses an earlier version of a building footprint. The evidence review catches the mismatch and lists the calculation for revision before the result is included in issued advice.
Scope and limits
This is an evidence register, not a formula, numerical threshold or conclusion about acceptable impacts.
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 Sorbus Arbor Consulting.