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.
- Role
- Name the function needed for the commission.
- Responsible person
- Identify the agreed contact.
- Decision authority
- State which changes they may approve.
- Handover point
- Identify what they receive or pass on.
- Escalation
- Record where unresolved questions go.
Checks for this task
- Distinguish data collection from review of professional conclusions.
- Assign one process for allocating new tree IDs.
- Check members understand the agreed project and account access.
A worked example
Illustrative example, not a client case: One team member coordinates IDs, two collect records and a reviewer checks outputs. Questions about a recommendation go to the responsible practitioner rather than being resolved by an unrecorded field edit.
Scope and limits
The worksheet clarifies project roles and does not grant application permissions or establish professional competence.
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.