Objective
This SOP outlines the steps necessary to fill in the five tabs in EnviroAutomate to generate reports effectively.
Video
Key Steps
1. Accessing the Tabs 0:00
Navigate to the top right of the taskbar on the left-hand side of your EnviroAutomate screen.
Locate the five tabs that need to be filled in.
2. Viewing Existing Entries 0:13
Each tab displays a list of entries your organization has submitted to EnviroAutomate.
Click on Sites, Projects, Fieldwork Tasks, Client Reports or Documents.
3. Adding a New Entry 0:33
Click on the purple '+Create' button located at the top right-hand corner of the tab.
4. Completing the Entry Form 0:47
Fill in all fields marked with a red asterisk in the window that opens after clicking 'Create'.
Ensure all required information is provided.
5. Seeking Help if Needed 0:56
If you are unsure about the data required, click on the help button for real-time prompts.
For first-time users, consider watching the tutorial videos available for guidance (https://support.enviroautomate.com) or click the "?" button at the top right of the screen and simply ask how to do something.
Cautionary Notes
Ensure all required fields are completed before submitting to avoid errors.
Double-check the data entered for accuracy to maintain report integrity.
Tips for Efficiency
Familiarise yourself with the tutorial videos to speed up the learning process.
Use the help button proactively to clarify any uncertainties while filling out the forms.