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.
- Browser and version
- Record the browser and operating system tested.
- Sample record
- Choose a tree with a location and photographs.
- Account context
- Identify the account and organisation used.
- Output destination
- Note where the browser saves downloaded files.
- Test result
- Record which steps passed and which need attention.
Checks for this task
- Reopen the sample after navigating away and verify the saved record.
- Check map interaction, photo opening and the actual downloaded report.
- Repeat sign-in from a fresh browser session before using a larger project.
A worked example
Illustrative example, not a client case: A surveyor can open a report but cannot locate its saved copy. The trial includes opening the device download folder and checking the resulting document, rather than recording export as complete when a preview appears.
Scope and limits
Browser behaviour varies by device and settings; this worksheet does not certify compatibility or guarantee offline operation.
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.