Objective
This SOP outlines the steps to edit an existing action item in EnviroAutomate. You can update the status, priority, assignment, linked records, and other details of an action item at any time.
Prerequisites
You must be logged in as a standard user or administrator
The action item must already exist in the system
Key Steps
1. Navigate to the Action Item
Click "Action Items" in the left sidebar under the WORKFLOW section
Find the action item you want to edit in the list
Click on the action item row, or click the edit icon (pencil) in the Actions column
2. Update Action Item Details
Modify any of the following fields as needed:
Name - Update the descriptive name for the action item
Assigned To - Reassign the action item to a different team member
Type - This field is read-only and cannot be changed after creation. It displays the type that was selected when the action item was created.
Status - Update the current status:
Open - Action item awaiting work
In Progress - Currently being worked on
Completed - Task finished
Cancelled - Item no longer needed
Priority - Adjust the importance level: Low, Medium, High, or Critical
3. Update Dates
Start Date - Adjust when work should begin
Due Date - Update the deadline
Completed Date - Set or update the completion date (typically when changing status to Completed)
4. Update Linked Records
You can change or add links to related records. These fields use cascading dropdowns:
Client - Change or set the associated client. This repopulates the Project and Site dropdowns.
Project - Change or set the associated project. This filters the Site dropdown.
Site - Change or set the associated site. This repopulates the Assessment Location, Fieldwork Task, and Client Report dropdowns.
Assessment Location - Change or set the specific location at the site
Fieldwork Task - Change or set the linked fieldwork task
Client Report - Change or set the linked client report
When editing, all cascading dropdowns are pre-populated based on the action item's existing linked records. You can change any of these without needing to re-select the entire chain.
5. Update Description
Modify the "Description / Notes" field to add or update context, instructions, or details
6. Save Changes
Review your changes
Click "Save" to update the action item
The page will remain on the Edit view with a success notification confirming the update
7. View Audit Log (Optional)
Click the "Audit Log" button in the top-right corner of the page to view the complete change history for this action item
The audit log shows who made each change and when
Differences from the Create Page
Type field - Selectable dropdown on Create, read-only on Edit (locked after creation)
Audit Log - Not available on Create, available via button in header on Edit
After Save - Create redirects to Edit page; Edit stays on Edit page
Linked record dropdowns - Start empty on Create (populate via cascading); pre-populated with existing values on Edit
Cascading Dropdown Behavior
The optional linking fields work as a cascading chain, identical to the Create page:
Select a Client → Project and Site dropdowns are populated with that client's records
Select a Project → Site dropdown is narrowed to sites associated with that project
Select a Site → Assessment Location, Fieldwork Task, and Client Report dropdowns are populated with that site's records
Changing a parent field (e.g., Client) will clear all dependent fields below it.
Cautionary Notes
The Type field cannot be changed after creation. If the wrong type was selected, you will need to create a new action item with the correct type.
Changing the Client will clear all linked Project, Site, Assessment Location, Fieldwork Task, and Client Report selections
Always click "Save" before navigating away, or your changes will be lost. You can use Cmd+S (Mac) or Ctrl+S (Windows) as a keyboard shortcut to save.
Tips for Efficiency
Update the Status field promptly as work progresses to keep your team informed
Set the Completed Date when changing status to Completed for accurate tracking
Use the Audit Log to review the history of changes if you need to understand what was modified and by whom
Use Cmd+S (Mac) or Ctrl+S (Windows) to quickly save your changes
Press Esc to close the page and return to the Action Items list