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- Environmental Conservation
- Process
- Site survey and planning
Site survey and planning
Select a site, check its boundary and create the next restoration cycle.
Step by step
-
Site selection Conservation Manager
Conservation Manager checks the location, field code, area and availability before planning work. A Resting or Restricted site calls for a manager decision about its intended use.
- Confirm availability and location
- Updates Sites
-
Habitat survey Habitat Surveyor
Habitat Surveyor captures a dated boundary and area against the selected site, then opens the Habitat Sites source record to check the link.
- Preserve dated geometry and area
- Updates Habitat sites, Sites
-
Cycle plan Conservation Manager
Conservation Manager names the restoration cycle, its subtype, start and expected completion for that same site.
- Establish the planned effort
- Updates Restoration cycles, Sites
-
Task planning Conservation Manager
Conservation Manager assigns the first site tasks to named people against the planned cycle.
- Name the work and operator
- Updates Field tasks, People, Restoration cycles
Who does what
Roles and permissions- Conservation Manager
- , Habitat Surveyor and Field Operator.
Set up Environmental Conservation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.