EnviroAutomate User Guide
EnviroAutomate is a comprehensive environmental data management and reporting platform.
Table of Contents
Overview
Key Concepts
Workflow Navigation
Tasks Management
Clients Management
Scientific Settings (Read-Only)
Tips for Effective Use
Getting Help
Overview
EnviroAutomate is an environmental data management, workflow and report automation platform that helps you run environmental investigations, capture sampling data, and produce client reports. This guide covers the features available to Standard Users.
Key Concepts
What Users Can Access
Dashboards and workflow management
Action Items and Schedule
Sites, Projects, and Fieldwork Tasks
Client Reports and Documents
Clients and Client Offices
Read-only access to Scientific Settings
What Users Cannot Access
Editing Scientific Settings (Analyte Groups, Analyte Suites, Investigation Levels, Guidelines, Receptors, Receptor Groups)
System Settings (Tenant Offices, Users, User Invitations)
Client Report Config
Changes to those settings can be made by an Administrator in your organisation.
Workflow Navigation
Dashboards
The Dashboards page is your home screen. It summarises the work in progress across your organisation.
Opening the Dashboard:
Click Dashboards in the WORKFLOW section of the left sidebar.
View the summary cards, action items, report status, and monthly statistics.
What you'll see:
Four summary cards: Upcoming Fieldwork Tasks, Overdue Fieldwork Tasks, Client Reports Waiting for Data, Overdue Client Reports.
A High Priority Action Items panel.
A Client Reports by Status bar.
A six-month Monthly Statistics chart of fieldwork tasks completed and client reports finalised.
Action Items
Action Items track tasks that need to be done.
Managing Action Items:
Navigate to Action Items in the WORKFLOW section.
View all action items with status, priority, and assignee.
Click an action item to view details and update its status.
Filter by priority, assignee, or date.
Mark items as Completed when finished.
Add notes for tracking progress.
Status Types:
Open - awaiting work.
In Progress - currently being worked on.
Completed - task finished.
Cancelled - no longer needed.
Schedule
The Schedule page shows your projects, fieldwork tasks, and client reports on a calendar.
Using the Schedule:
Click Schedule in the WORKFLOW section.
Filter the calendar using the Event Filters checkboxes (Projects, Fieldwork Tasks, Client Reports).
From the sidebar, click New Project to create a new project. Use the dropdown arrow next to the button to create a New Fieldwork Task or New Client Report instead.
Click any event in the calendar to jump to that project, fieldwork task, or client report.
Tasks Management
Sites
Sites are the physical locations where environmental work takes place.
Working with Sites:
Navigate to Sites in the TASKS section.
View all sites for your organisation.
Click a site to open its edit page.
Search using the search bar or apply filters.
Site Information:
Location details (address, coordinates)
Associated projects
Receptors, COPCs, Investigation Levels
Historical data and figures
Documents
Projects
Projects group related work for a client engagement
Managing Projects:
Click Projects in the TASKS section.
View all projects with their status.
Click a project to access its details.
View linked sites, fieldwork tasks, and reports.
Project Details Include:
Scope and objectives
Timeline
Linked sites
Team members (Project Manager, Default Technician, Report Writer, Reviewers)
Documents
Client information
Fieldwork Tasks
Fieldwork Tasks are the field activities done as part of a project.
Opening a Fieldwork Task:
Navigate to Fieldwork Tasks in the TASKS section.
View tasks for your organisation.
Click a task to open its tabs:
General - general fieldwork task information. Update and click Save.
Field Data - collected fieldwork data. Use Export Field Data to download.
Laboratory Data - upload PDFs (for later report compilation) and CSV files (Sample2e.csv and Chemistry2e.csv) for data processing. Each lab dispatch needs both CSV files. Click Save and the system processes the data. Laboratory files can only be uploaded after the field data has been submitted from the field app.
Documents - upload supporting documents for the task.
Update the task as work progresses.
Creating a New Fieldwork Task:
Navigate to Fieldwork Tasks in the TASKS section.
Click + Create Fieldwork Task.
Enter the required information.
The Dispatch Now? tick box is selected by default. With it ticked, saving the form dispatches the task to the assigned field technician through the EnviroAutomate app. Untick it to dispatch later. A fieldwork task can be re-dispatched to the same or a different user at any time.
Click Save.
Task Information:
Task Name - keep it short and clear (for example "Location_GME_March 2026").
Project and Site.
Field technician.
Linked client report (optional).
Scheduled start and due dates.
Client Reports
Client Reports are the formal documents delivered to clients summarising findings and recommendations.
Working with Client Reports:
Click Client Reports in the TASKS section.
Search and filter to find the report you want.
Click the report to open it. The tabs you see depend on the report type:
General - report information (name, site, document code, project, writer, reviewers, optional approver). Update and click Save.
Report Settings - report-level overrides (only appears for report types that support overrides).
Additional Data - extra data required by some report types.
Draft Documents - generate the draft report.
Click Check Out Documents. The report draft is generated automatically.
Download the draft Word, Excel tables, draft PDF, or the full package.
Review and edit the files outside EnviroAutomate.
Re-upload the updated Word and Excel files to the Upload Word Document (.docx) and Upload Excel Document (.xlsx) fields.
Click Check In Documents for Review. The documents are sent for review and approval.
Review and Approve - download the files for review. To request changes, type in Add a Review Comment and click Request Changes - the comment is sent back to the writer. Updated files can be re-uploaded to Draft Documents by anyone. To finalise the report, click Approve Final Documents. The system PDFs the report and the linked fieldwork task is closed.
Report Output Notes
Make sure the correct Receptors, COPCs, and Investigation Levels are set on the site (in Tasks > Sites > Edit) before reviewing the report. Each time a report draft is re-generated, any changes you made to the previously generated draft are replaced. Files you uploaded to the system can still be downloaded.
Documents
The Documents section stores files attached to your sites, projects, fieldwork tasks, and reports - photos, calibration certificates, references, supporting materials.
Managing Documents:
Navigate to Documents in the TASKS section.
Browse and search documents.
Upload or attach documents to a record.
Download documents for offline use.
View document metadata (upload date, author).
Clients Management
Clients
The Clients section holds every client organisation you work for.
Working with Clients:
Click Clients in the CLIENTS section.
View the list of all clients.
Click a client to view its details, projects, and sites.
Create new clients with the Create Client button.
Client Information:
Organisation name and details
Contact persons and emails
Phone numbers and addresses
Billing address
Client Offices
Client Offices are the individual office locations for a client. Each client needs at least one client office.
Managing Client Offices:
Navigate to Client Offices in the CLIENTS section.
View offices for each client.
Associate offices with projects and sites.
Maintain office-specific contact information.
Client Report Configuration
Only Administrators see Client Report Config in the sidebar. Configuration templates and tenant-level report settings (colours, fonts, order of investigation levels) are managed there by an Administrator.
Scientific Settings (Read-Only)
As a standard user, you have read-only access to Scientific Settings. You can view but cannot edit the following:
Analyte Groups
Organise related chemical compounds for testing and analysis.
Analyte Suites
Collections of analytes grouped together for testing.
Analytes
Individual chemical compounds or substances being tested.
Laboratories
Certified testing facilities that perform analysis.
Laboratory Analytes
Shows which analytes each laboratory can test.
Guidelines
Lists Regulatory standards and documents used for contaminant investigation.
Receptor Groups
Organise receptors (human health, ecosystems or other).
Receptors
Potential receptors of of contaminants. There can be one or many receptors within a receptor group.
Investigation Levels
Contamination thresholds that trigger specific actions or responses. These are assigned based on selected COPCs and receptors at the Site level.
Understanding Investigation Levels:
Each level represents a specific contamination concentration.
Levels are tied to specific analytes, guidelines, and receptors.
Used to determine whether further investigation or remediation is needed.
Values are set based on regulatory requirements, site conditions, and supporting information.
Different levels may apply to different receptors (children vs adults).
Matrix-specific (soil, groundwater, fresh water, air, and so on).
Tips for Effective Use
Best Practices
Check your Dashboard daily for updates and action items.
Keep site and project information current.
Log fieldwork data promptly via the EnviroAutomate app.
Review documents before submitting reports.
Use filters to find information quickly.
Search by keyword in the top navigation (Ctrl+/ focuses the search box).
Organise documents by project systematically.
Update status regularly on assigned tasks.
Use Esc to close a page and return to the list, and Cmd+S (macOS) or Ctrl+S (Windows) to save quickly on any edit page.
Troubleshooting
Cannot find a project?
Check filters - may be hidden by status
Use search function with keywords
Verify you have access permissions
Missing documents?
Check the Documents section and search
Verify correct project selected
Contact document owner
Need to update information?
Click the edit button (pencil icon) in the Actions column found on many pages
Check required vs optional fields
Always save changes before moving to new pages
Permission denied?
You likely need admin access for that function
Contact your administrator
Getting Help
If you need additional help:
Use the popover-help icon (small question-mark next to many form fields) for in-context tips.
Click the AI Assistant button in the top navigation, or press Ctrl+K, to ask a question. The AI Assistant is only visible if your organisation has it enabled.
Click the ? icon in the top right of the navigation bar to open the help chat.
Browse the support site at https://support.enviroautomate.com for articles, videos, and walkthroughs.