Assign site planning, field work and finding review to accountable people.
| Role | Sites and habitats | Restoration cycles | Field tasks | Observations and findings | Treatments | People and access |
|---|---|---|---|---|---|---|
| Conservation Manager | Edit | Edit | Approve | View | View | View |
| Field Operator | View | View | Edit | View | Edit | — |
| Habitat Surveyor | Edit | View | — | Edit | — | — |
| Finding Reviewer | View | Approve | — | Approve | — | Approve |
| Stock Custodian | View | — | Edit | — | Edit | Edit |
| Admin | View | View | View | View | — | Edit |
Owns site availability, restoration plans and task approval.
Starts on: Approved Field Work
Carries out assigned site tasks and records work performed.
Starts on: Approved Field Work
Maintains surveyed boundaries and dated site observations.
Starts on: Active Sites
Checks measured findings against the linked cycle and accepts them.
Starts on: Current Restoration Cycles
Maintains treatment lot quantities and reconciles use against approved work.
Starts on: Expired Treatment Lots
Sets up people, user access and operating permissions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.