Objective
This SOP outlines the steps to edit an existing client office in EnviroAutomate. You can update the office's general information, address details, and adjust the map pin location.
Prerequisites
The client office must already exist in the system
Key Steps
1. Navigate to the Client Office
There are two ways to open the Edit page:
From the Client Offices list: click Client Offices in the left sidebar under the CLIENTS section, find the office you want to edit, and click the row or the edit icon (pencil) in the Actions column.
From a Client Edit page: scroll to the Client Offices table at the bottom and click the edit icon (pencil) in the Actions column for the office you want to edit.
2. Update General Information
Modify any of the following fields as needed. Fields marked with a red asterisk are required:
Name (required) - update the office location name.
Alias - update or add an alternative name.
Company Registration Number - update the registration number or ABN.
Contact Name (required) - update the primary contact person.
Status (required) - change the office's status: Active, Inactive, or Suspended.
Email (required) - update the primary email address.
Client (required) - change the parent client organisation using the searchable dropdown.
Website - update the office's website URL.
Phone (required) - update the phone number.
Description / Notes - update additional context or notes.
3. Update Address Details
The Edit page includes the same Google Maps address search as the Create page, plus an interactive satellite map showing the current office location.
Country - change the country if needed (this updates the address search restriction).
Address Search - use Google Places autocomplete to search for a new address. Selecting a result will update all address fields, reposition the map marker, and zoom in to the new location.
Address Line 1 - update the street address.
Address Line 2 - update additional address details.
City - update the city or town.
State/Province - update the state, province, or territory.
Postal Code - update the postal or zip code.
The satellite map below the address fields shows the office's current location with a pin marker. You can:
Use Address Search to automatically move the pin to a new location.
Drag the pin marker directly on the map to fine-tune the exact position.
4. Save Changes
Review your changes.
Click Save to update the client office.
The page stays on the Edit view with a success notification confirming the update.
5. 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 client office.
The audit log shows who made each change and when.
Differences from the Create Page
Satellite map - not shown on Create; shows the office location with a draggable pin marker on Edit.
Draggable pin - the map pin can be dragged to fine-tune the office's GPS coordinates.
Audit Log - not available on Create; available via the button in the header on Edit.
After Save - Create returns you to either the Client Edit page or the Client Offices list (depending on where you started); Edit stays on the Edit page.
Cautionary Notes
Always click Save before navigating away, or your changes will be lost.
The Email field is validated for correct email format.
The Website field is validated for correct URL format (include
https://).Changing the Status to Inactive or Suspended does not delete the office or affect its linked records.
Dragging the map pin updates the GPS coordinates only - it does not change the address text fields. Update those separately if the address has changed.
Tips for Efficiency
Use the Address Search feature when updating the address to ensure accuracy and automatically update the map location.
Drag the map pin to fine-tune the exact location if the address search places it slightly off.
Use the Audit Log to review the history of changes if you need to understand what was modified and by whom.
You can return to the parent client's Edit page by clicking Clients in the sidebar and finding the client.