1. Environmental Conservation
  2. Get started
Get started

Get Environmental Conservation running in four steps.

Prepare a site, survey and restoration cycle for the first team review.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Environmental Conservation. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Environmental Conservation in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Download Proto and describe the locations, field team and conservation process you want to configure.

Prepare the first operating cycle

Choose one site with a known field code and survey source. Agree its availability and area, then prepare a restoration cycle with a start and expected completion. Link a manager, surveyor, operator, reviewer and stock custodian to their user accounts. Plan a field task and gather any treatment lot details required for approval.

Review before release

Open a habitat capture from its site and verify the date, boundary and area. Have the manager approve a task after checking the site and cycle. Ask the operator to complete it and the reviewer to check a measured finding. Reconcile any treatment use against the chosen stock lot. Test an unavailable site, expired lot, missing unit and incorrect cycle reference before expanding to the next location.

Read the implementation plan and pricing.

Set up Environmental Conservation your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started