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.
- Issued instruction
- Identify the accepted document and version.
- Tree identification
- Link each item to its map and photographs.
- Scope query
- List ambiguous or conflicting details.
- Site arrangements
- Record the responsible site contact.
- Completion evidence
- Agree the records to return after the work.
Checks for this task
- Clarify scope questions with the responsible person before proceeding.
- Retain the practitioner’s wording and source references.
- Match returned completion evidence to each relevant tree ID.
A worked example
Illustrative example, not a client case: A work list refers to a tree number that changed in a later schedule. The handover flags the mismatch for clarification instead of asking the contractor to guess which tree is intended.
Scope and limits
This worksheet is not an operational work method, safety plan or authorisation for tree work.
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.