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.

Reader task
Explain what the map must help locate.
Output size
Record the intended screen or page size.
Map extent
Identify the area shown in each view.
Detail requirement
List areas needing a closer view.
Scale reference
Record any supplied scale information and its basis.

Checks for this task

  1. Inspect the exported view at its intended size.
  2. Do not imply a calibrated scale from an arbitrary screenshot.
  3. Keep tree IDs consistent between overview and detail views.

A worked example

Illustrative example, not a client case: A report uses an overview for the whole property and a detail map for the entrance garden. Both reference the same schedule, while any scale information is described according to its actual source.

Scope and limits

This worksheet chooses presentation requirements; it does not certify spatial accuracy or scale calibration.

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.