Site Identifier
Unique site name or parcel number plus project code for cross-referencing with GIS and asset registers; ensures records align to the correct location.
A clear template reduces variation in data collection, speeds inspections, and produces a reliable audit trail for maintenance and compliance needs.
Define the responsible parties up front — data entry, approver, and final signer — to avoid delays and provide accountability.
Unique site name or parcel number plus project code for cross-referencing with GIS and asset registers; ensures records align to the correct location.
Botanical and common names, cultivar, and source nursery details to document provenance, care requirements, and warranty coverage.
Latitude/longitude in decimal degrees (e.g., 38.8977, -77.0365) for precise mapping and integration with GIS or mobile apps.
MM/DD/YYYY entry for installation date; essential for maintenance schedules, warranty start, and seasonal care planning.
Recommended frequency for irrigation, pruning, fertilization, and inspection with assigned responsible party and contact information.
Record permit number, issuing agency, expiration, and attached supporting documents to demonstrate regulatory compliance.
| Field | Configuration |
|---|---|
| Required Fields | Mark site name, GPS, species, and planting date required |
| Signer Order | Set installer then supervisor as sequential approvers |
| Authentication | Use email link or SMS code for signer verification |
| Retention Policy | Auto-archive final PDFs to cloud storage for retention |
Ensure chosen platforms comply with your security and retention policies before storing final records.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |