Objective
This SOP outlines the steps to view and create new projects in the EnviroAutomate system, ensuring clarity and efficiency for team members.
Demonstration Video - Project Creation
Key Steps
1. Accessing the Projects Tab 0:10
Open the EnviroAutomate application.
Locate and select the 'Projects' tab from the left toolbar.
Review the list of all current projects in your system.
2. Creating a New Project 0:23
Click on the purple 'Create Project' button.
Fill in the required fields:
Project Name
Client Name
Project Manager
External Reference Number (if applicable)
Report Reviewer.
3. Adding Project Details 0:45
Optionally, add a detailed project description (visible to all users).
Assign a start date and a due date for the project.
4. Assigning Task Types 1:01
Select the fieldwork task type for the project (e.g., groundwater monitoring event program).
5. Assigning Report Type and Personnel 1:11
Choose the report type (e.g., semi-interpretive report).
Assign a default technician for fieldwork.
Assign a default report writer (these can be changed later).
6. Assigning Sites to the Project 1:34
Each project requires at least one site.
Select sites from the list:
For multiple sites, select all relevant sites (e.g., attach three sites for the client).
7. Saving the Project 2:03
Review all entered information.
Click 'Save' to create the project.
Note that tasks will be automatically created upon saving.
Cautionary Notes
Ensure all required fields are filled out to avoid errors during project creation.
Double-check the assigned dates and personnel before saving the project.
Tips for Efficiency
Use consistent naming conventions for projects to enhance searchability.
Regularly update project statuses to keep all team members informed.
Utilize the project description field to provide context that may assist team members later.