EnviroAutomate Administrator Guide
This guide covers administrative user features and functions.
Table of Contents
Overview
Administrator Capabilities
Scientific Settings Management
Investigation Levels (Core Function)
System Settings Management
System Maintenance
Best Practices
Getting Help
Overview
This comprehensive guide covers the administrative features and functions available to EnviroAutomate administrators. Administrators have full access to all system features including Scientific Settings, System Settings, and advanced configuration options.
Administrator Capabilities
What Administrators Can Access
All user-accessible features (Dashboards, Action Items, Schedules, Sites, Projects, etc.)
Scientific Settings (full read/overide access of global settings, ability to create Tenant specific settings)
System Settings (Tenants, Tenant Offices, Users, API Keys)
Override and customization functions
Advanced filtering and reporting
System configuration and maintenance
Key Admin Responsibilities
Managing Investigation Levels and overrides
Creating and maintaining Analyte Suites
Configuring Receptors and Receptor Groups
Setting up and maintaining Tenant Guidelines
Managing system users and permissions
System configuration and maintenance
Data quality and consistency assurance
Scientific Settings Management
Analyte Groups
Analyte Groups are the organizational categories for related chemical compounds.
Creating Analyte Groups:
Navigate to "Analyte Groups" under SCIENTIFIC SETTINGS
Click the "Create Analyte Group" button
Fill in the required fields:
Name: Clear, descriptive name (e.g., "METALS", "BTEX")
Abbreviation: Short code (e.g., "METALS", "BTEX")
Description: Detailed explanation of the group (the may be utilised in report outputs)
Sort Order: Numeric value for ordering display
Click Save
Best Practices:
Use consistent naming conventions across all groups
Provide clear, descriptive abbreviations that align with industry practices
Organize groups by chemical family or testing method
Assign appropriate sort order for logical presentation (higher numbers display first)
Document the purpose of each group in description
Review and update annually for regulatory changes
Analyte Suites
Analyte Suites are predefined collections of analytes or analyte groups that are tested together. Each analyte suite may be utilised in report outputs to easily represent a collection of analytes via the analyte group name or abbreviation.
Creating Analyte Suites:
Click "Analyte Suites" under SCIENTIFIC SETTINGS
Click "Create Analyte Suite" button
Enter suite details:
Name: Descriptive name (e.g., "EPA 1828.3 Screen", TRH/TPH/BTEXN", "TRH/TPH/MAH/Heavy Metals")
Description: Details about what's included
Analyte Selection: Choose which analytes to include
Select analytes from the available list
Configure analyte-specific settings
Click Save
Common Analyte Suite Types:
BTEX Suite: Benzene, Toluene, Ethylbenzene, Xylenes
Metals Suite: Lead, Cadmium, Chromium, Nickel, Zinc
Pesticide Suite: Organophosphates and other pesticides
Volatile Organic Compounds (VOCs): Various solvents and chemicals
PAH Suite: Polycyclic Aromatic Hydrocarbons
Guidelines
Guidelines are regulatory standards and contamination limits set by government agencies. EnviroAutomate has a set of defined (global) guidelines loaded. Tenant admins can override the sort order, Appendix Table short and reference descriptions if desired. Tenant admins can load additional guidelines as needed (tenant guidelines).
Creating Tenant Guidelines:
Click "Guidelines" under SCIENTIFIC SETTINGS
Click "Create Guideline" button
Enter guideline information:
Name: Regulatory source
Jurisdiction: Geographic area
Type: Classification (e.g., Soil, Water, Air)
Reference: Document or regulation reference
Publication Date: When guideline was issued
Save guideline
Override Global Guidelines:
Click "Guidelines" under SCIENTIFIC SETTINGS
Click the global guideline that required overrides to be made
Enter override information:
Sort Order: This changes the order the guidelines (and set of attached Investigation Levels) appear in the report and table outputs.
Table Short Description: This is the guidelines reference (e.g., ANZG 2018, ADWG 2025, ANZECC 2000) and can be overriden to represent what your company refers to the guideline as.
Table Reference Description: This is the reference that will appear in the word document references section and in the notes section of the excel results table(s). This can be overriden to represent what your company refers to the guideline as.
Enter the override value and click "Save"
Click "Close" or press 'ESC' to exit.
Receptors and Receptor Groups
Creating Receptor Groups:
Navigate to "Receptor Groups" under SCIENTIFIC SETTINGS
Click "Create Receptor Group" button
Enter group information:
Name: Clear category name (e.g., "Water Dependant Ecosystems", "Sensitive Populations")
DMatrix: Select the appropriate matrix the receptor belongs to.
Sort Order: Use the sort order to prioritise where the receptor group outputs.
Save group
Once saved, you can add "Subgroups". This is not manditory however you may want to have a number of subgroups within the receptor group (e.g., "Sand 2m - <4m", Sand 4m - <8).
Creating Receptors:
Click "Receptors" under SCIENTIFIC SETTINGS
Click "Create Receptor" button
Configure receptor details:
Name: Specific receptor name (e.g., "Children (0-7 years)")
Description: Exposure pathway or population details
Matrix: Applicable matrix (e.g., soil, fresh water)
Group: Select appropriate Receptor Group. This is greyed out until the matrix is selected.
Subgroup: If subgroups are available the the receptor group chosen, a dropdown will appear. Select the relevant subgroup.
Report Colour: This is the colour used in the report and table outputs (e.g., the display colour for exceedances)
Sort Order: Display order prioritised by the sort number (higher numbers display first)
Save receptor
Common Receptor Types:
Population-based: Children (0-7, 7-12, 12-18), Adults, Elderly
Environmental: Aquatic organisms, terrestrial organisms, plants
Pathway-based: Groundwater users, soil contact workers, air inhalation
Occupational: Workers, site visitors, emergency responders
Global Receptor Overrides:
Click "Receptors" under SCIENTIFIC SETTINGS
Click "Create Receptor" button
Configure receptor details:
Name: Specific receptor name (e.g., "Children (0-7 years)") can be overriden to align with your companies preferences
Description: Exposure pathway or population details. This description can be overriden to align with your companies preferences.
Report Colour: This is the colour used in the report and table outputs (e.g., the display colour for exceedances). This can be overriden to align with your companies preferences.
Sort Order: Display order prioritised by the sort number (higher numbers display first). This can be overriden to align with your companies preferences.
Click "Save"
Click the "Close" button or press ESC to exit.
Investigation Levels: The Core Admin Function
Investigation Levels are THE most critical component of EnviroAutomate. They define contamination thresholds that trigger specific actions or responses. Investigation levels link by matrix, concentration type, analyte, receptor and guidelines. Therefore, those settings need to be setup prior to adding an new investigation level.
Understanding Investigation Levels
An Investigation Level represents a specific contamination concentration for a particular analyte, associated with a specific guideline, receptor, and receptor group.
Key Components:
Guideline: The regulatory standard
Analyte: The specific compound being tested
Receptor: The exposure pathway or population
Receptor Group: Category of receptor
Concentration Type: How the value is expressed and the method of analysis
Matrix: What is the testing occuring in
Value: The actual concentration threshold
Unit of Measure: How concentration is expressed
Value Type: Reference, Maximum, or Trigger level
Reliability/Scope: Confidence and applicability scope
Creating Investigation Levels
Basic Creation Process:
Navigate to "Investigation Levels" under SCIENTIFIC SETTINGS
Click "Create Investigation Level" button
Choose Matrix (Soil, Groundwater, Fresh Water, etc.)
Specify Concentration Type (Total, Dissolved, Leachable, etc.)
Select the Analyte to set a level for (required)
Choose the Receptor (exposure pathway/population)
Select Receptor Group category
Select the Guideline from dropdown (required)
Enter the concentration Value (required)
The primary investigation level is entered in the "Maximum Level" field
"Minimum Level" is to be used where a range is required (e.g, pH 4 - 6)
Select appropriate Unit of Measure (µg/L, mg/kg, etc.)
Set the Value Type (Numeric, Threshold, Qualitative). Note that "Numeric" will usually be appropriate.
Configure Reliability and Scope parameters
Enter Comments to clearly define how this investigation levels was derived. This is extremely important as is will utlised in report outputs (e.g., Where are no guideline values for irrigation and stock watering in ANZECC/ARMCANZ (2000), guidelines have been adopted from the NHMRC 2011 (updated June 2025) Australian Drinking Water Guidelines for Health.)
Click Save
Example Investigation Level:
Guideline: Tasmanian Government Regulation Analyte: Benzene Receptor: Children via Groundwater Ingestion Receptor Group: Sensitive Populations Value: 1.3 Unit: µg/L Matrix: Fresh Water Concentration Type: Total Concentration Value Type: Numeric Reliability: High
Advanced Investigation Level Configuration
Concentration Type Options:
Total Concentration: All forms of contaminant present in any matrix
Dissolved Concentration: Only dissolved phase in water
Leachable Concentration: Dissolved concentration derived by a laboratory leaching procedure (soil matrix)
Value Type Classification:
Undefined: To be used when creating an investigation level where there is NO criteria. Leave "Maximum Level" blank.
Numeric: Used for entering numeric investigation levels into the "Maximum Level" field. Leave "Qualitative Threshold" blank.
Not Limiting: Use when the investigation level is "Not-Limiting".
Qualitative: For application of qualitative criteria (e.g., LNAPL presence/absent)
Threshold: For application of a threshold value
Matrix Options:
Soil (residential, commercial, industrial)
Fresh Water (freshwater, creek, domestic, agricultural, industrial)
Saline Water (marine, estuarine)
Sediment
Soil Vapour (soil pore vapour)
Air (indoor air, outdoor air)
Biota (plant or animal sample)
Other (solid)
Reliability Parameters:
High: Based on extensive research, well-established
Medium: Based on reasonable scientific basis
Low: Limited data, conservative assumptions
Unknown: Insufficient information available
Filtering Investigation Levels
Available Filters:
Guideline, Analyte, Analyte Group
Receptor, Concentration Type, Matrix
Unit of Measure, Value Type
Min Level / Max Level (numeric range)
Reliability, Scope
Created By, Updated By
Investigation Level Best Practices
Creation and Maintenance:
Base all levels on current, applicable regulations
Include supporting documentation and references
Document assumptions and methodologies
Review periodically for regulatory changes
Archive obsolete levels rather than delete
Maintain clear naming conventions
Use consistent units throughout system
Quality Assurance:
Verify all values against source documents
Double-check analyte and receptor selections
Ensure units are consistent and correct
Validate against lab capabilities
Cross-reference with guidelines
Review for internal consistency
System Settings Management
Users and User Management
Viewing Users:
Navigate to "Users" under SYSTEM SETTINGS
View all system users for your tenancy (e.g., your company)
See user details (name, email, role, status)
Search for specific users
User Roles:
Super Admin: Full system access (this role is strictly limited to EnviroAutomate adminstration only)
Tenant Admin: Full access within tenant
Tenant User: Access to Workflow, Tasks and Client. Read-only access to Scientific Settings
Client User: Limited to client-specific data via portal access
Guest: Temporary access for specific purposes
Managing User Access:
Create new users with appropriate roles
Update user information
Modify user role assignments
Activate or deactivate users
Reset user passwords
Configure permissions
Best Practices:
Assign least-privilege roles
Review user access regularly (quarterly)
Deactivate unused accounts promptly
Maintain current contact information
Document access approvals
Use strong password policies
API Keys
Managing API Keys:
Click "API Keys" under SYSTEM SETTINGS
View all active API keys
Generate new key with permissions and expiration
Revoke compromised keys
Monitor key usage
Rotate keys quarterly
API Key Security:
Never share in code repositories
Rotate regularly (quarterly)
Use minimal necessary permissions
Track which applications use keys
Monitor for suspicious activity
Revoke unused keys
System Maintenance
Backups and Data Protection
Verify automated backup schedules
Test backup restoration procedures
Monitor storage capacity
Maintain data retention policies
Performance Monitoring
Monitor database performance
Check system response times
Review error logs
Monitor resource utilization
Updates and Maintenance
Install security updates promptly
Review release notes for new features
Test updates in non-production environment
Document all system changes
Best Practices for Administrators
General Principles:
Validate Data: Always verify Investigation Level values
Document Changes: Maintain clear audit trail
Test First: Use test environment before production
Communicate: Notify users of system changes
Regular Review: Periodically audit scientific settings
Security: Maintain strong access controls
Compliance: Ensure system aligns with regulations
Routine Maintenance:
Weekly: Review error logs, monitor performance
Monthly: Audit user access, review Investigation Levels
Quarterly: Update levels for regulatory changes, rotate API keys
Annually: Full system audit, capacity planning
Getting Help
If you need additional assistance:
Review this guide's specific sections
Check system help documentation
Contact the EnviroAutomate support team
Consult with your system implementation team