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- Environmental Conservation
- Process
- Treatment use and review
Treatment use and review
Check lots, record consumed material and reconcile a site application.
Step by step
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Task planning Conservation Manager
Conservation Manager identifies field work that will use treatment at a site.
- Establish intended site work
- Updates Field tasks, Sites, Restoration cycles
-
Task approval Conservation Manager
Conservation Manager reviews the site, cycle and proposed stock lot before approving the task.
- Check lot expiry, unit and available quantity
- Updates Field tasks, Treatment stocks
ApprovalA person approves before the work moves on. -
Field execution Field Operator
Field Operator records the lot and quantity actually consumed against the task.
- Attribute material to a task and lot
- Updates Treatment usage, Treatment stocks, Field tasks
-
Site observation Stock Custodian
Habitat Surveyor records a dated observation that helps the team review the work's effect.
- Record named application and follow-up context
- Updates Treatment applications, Observations, Sites
Who does what
Roles and permissions- Conservation Manager
- , Field Operator, Stock Custodian and Habitat Surveyor.
Set up Environmental Conservation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.