Build an Environmental or Protected Species Check

Purpose

Use a structured form to record observations, checks and escalation requirements. The form should reflect the approved method statement and site-specific ecological controls.

Configuration steps

1. Create the form using the approved inspection/checklist template.
2. Record site, job, operative, date and location/reference information required by the project.
3. Use clear yes/no/not applicable choices, with instructions explaining when “not applicable” is allowed.
4. Use conditional logic to reveal observation details, photographs and escalation fields when an issue is identified.
5. Set up an appropriate notification to the designated supervisor or ecology contact where required.
6. Test normal, exception and escalation paths.

Governance

Do not use a generic form to replace project-specific ecological instructions, licences, exclusion zones or stop-work procedures. The form should record the required action; the approved site procedure determines what action is required.