Field Research Pre-Planning

10 easy pre-planning steps for Field Research

  1. Read the applicable U of A Off-Campus Activity and Travel Policy.
  2. Determine your risk level from Appendix B of the Travel Policy (all medium, high and extreme level work MUST complete a Field Activities Plan (FAP) or for Human-Participant Research, the H-FAP. Go to Insurance & Risk Assessment's Off-Campus Activity & Travel page and use the Travel Planning Tool (right-hand side under resources).
  3. Complete the E-Learning Module on How to Create a Field Activities Plan
  4. ID hazards, consider the people, activities and location of your field project. You can access the HSE Control Library to find field-type hazards.
  5. Fill out the FAP template or the H-FAP for your project.
  6. Implement controls (Elimination, Engineering, Administrative) - look to HSE Hazard and Web Assessment App for help!
  7. Submit the FAP for approval by the PI if medium and high-risk level. Contact the Office of Insurance and Risk Assessment to get their help to mitigate risks if extreme risk level. Send a copy to your department and keep a copy in the field. Please note during COVID-19 times, all off-campus research needs to be approved by your Faculty Dean and then submitted to the Public Health Response Team for final approval - see this page.
  8. Request a Daily Field Safety Log Book from FRO.
  9. Write detailed records of weather conditions, road conditions, persons' behaviors, equipment issues, new hazards that would deviate from the FAP in the Daily Field Safety Log Book.
  10. Remember to fill out the Emergency Information Form for each participant to take with you in the field.