Objective
This SOP outlines the steps required to generate sampling reports using the EnviroAutomate platform, ensuring clarity and efficiency for team members.
Video
Key Steps
1. Accessing EnviroAutomate 0:00
Log in to the EnviroAutomate platform.
Locate the task list bar on the left-hand side of the homepage.
2. Completing the Sites Tab 1:00
Navigate to the Sites tab.
Define the location of the property being investigated.
Input client information for whom the work is being completed.
Refer to separate tutorials for individual site setup or bulk site import.
3. Defining Projects in the Projects Tab 1:19
Go to the Projects tab.
Define the scope of investigation work for the site.
Specify the type of report, the person completing the site work, and the responsible party for reporting and review.
Enter each scope of work as a separate project, linking them back to the same site.
4. Dispatching Sampling Requests 1:59
Once projects are entered, dispatch sampling requests to the field team.
Field team members will use the EnviroAutomate fieldwork app to collect data directly into the database.
5. Reviewing Data and Generating Reports 3:05
In the Fieldwork Tasks tab, review all project data, including site and client details.
Upload final laboratory results using PDF and CSV files from analytical laboratories.
Navigate to the Client Reports tab to generate a draft report in Word, Excel, and PDF formats for internal review.
Cautionary Notes
Ensure all data entered is accurate to avoid discrepancies in reports.
Verify that laboratory results are complete before generating reports.
Tips for Efficiency
Familiarise yourself with the separate tutorial videos for each tab to streamline the process.
Use bulk site setup options when applicable to save time on data entry.