Objective
This SOP outlines the steps to create new site in the EnviroAutomate system.
Demonstration Video
Key Steps
1. Access the Sites Section 0:11
Scroll down the taskbar on the left-hand side.
Select 'Sites' to view existing sites for your clients.
2. Create a New Site 0:47
Click on 'Create Site' to initiate the process.
3. Enter Site Name 1:03
Input a name for the site, which is defined by your company (e.g., 'Horsham Service Station').
4. Add External Reference Number (if applicable) 1:14
If your company requires it, enter an external reference number. This would usually be the proeject number created by your company in the project management system.
5. Select Site Type 1:28
Choose the applicable site type from the dropdown menu (e.g., 'Service Station').
6. Select Client Office 1:28
Select the client office that services this work.
7. Enter Detailed Description (optional) 1:41
Optionally, enter a detailed description of the site.
8. Input Address 1:41
Type the address into the search bar.
9. Save Changes 1:41
Click 'Save Changes' to finalize the creation of the site.
10. Verify Site Creation 1:41
Check the table of sites to confirm that the new site appears.
Cautionary Notes
Ensure all required fields are filled out accurately to avoid errors in site creation.
Double-check the site type and client office selections to ensure they are correct.
Tips for Efficiency
Use the search filters to quickly find existing sites if needed.
Familiarize yourself with the bulk import/export features for future reference.