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- Environmental Conservation
- Who it's for
- Field operations teams
Field operations teams
A field operations team needs a clear answer to who was sent to a site, what work was approved and which material was consumed. The field task connects a named person with a site and restoration cycle. The stock lot carries quantity, unit and expiry; task use links consumed material back to that lot. A site application separately records the named applicator and date. Together, these records give managers and custodians a useful handoff when work spans shifts.
How Environmental Conservation is set up for you
Conservation Manager
Review a planned task's site, cycle, operator and material choice before approving it. Keep cancelled tasks distinct from completed work.
Field Operator
Open assigned tasks, record progress and set the completion date when the work is actually finished.
Stock Custodian
Check stock lot expiry, unit and available quantity, then reconcile the recorded use with the remaining balance.
Habitat Surveyor
Record a site observation after work when a measured condition is needed for later review.
A field operations team needs a clear answer to who was sent to a site, what work was approved and which material was consumed. The field task connects a named person with a site and restoration cycle. The stock lot carries quantity, unit and expiry; task use links consumed material back to that lot. A site application separately records the named applicator and date. Together, these records give managers and custodians a useful handoff when work spans shifts.
Choose one cycle and a small set of site tasks, including one that uses treatment. Confirm that each operator has a linked person and user account. Ask the manager to approve the work only after checking the site and lot. The operator records material consumed against the exact task and stock lot. The applicator records the site application, and the custodian compares quantity and unit across the records. Complete the task and review an observation at the same location. An expired lot or mismatched unit should return to the manager for a new material decision before use.
[Explore field tasks](/environmental-conservation/modules/field-tasks) and [treatments](/environmental-conservation/modules/treatments).
Features to start with
Roles on the team
- Conservation Manager
- Owns site availability, restoration plans and task approval.
- Field Operator
- Carries out assigned site tasks and records work performed.
- Stock Custodian
- Maintains treatment lot quantities and reconciles use against approved work.
Set up Environmental Conservation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.