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.
- Advice source
- Reference the report or agreed recommendation.
- Tree IDs
- Identify each tree or defined group.
- Work description
- Retain the authorised scope wording.
- Conditions
- Include relevant qualifications and access arrangements.
- Completion expectations
- Agree the evidence and review required afterwards.
Checks for this task
- Do not replace technical scope with an unexplained photograph arrow.
- Confirm changes to the proposed work with the appropriate responsible person.
- Keep contractor scope and professional advice distinguishable.
A worked example
Illustrative example, not a client case: A property manager prepares a contractor brief referencing R04 and T017. The practitioner clarifies an ambiguous phrase, and the revised brief retains that clarification with the agreed completion evidence.
Scope and limits
This page does not prescribe pruning or treatment techniques or replace an authorised work specification.
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.