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
You must be logged in as a standard user or administrator
The client office must already exist in the system
Key Steps
1. Navigate to the Client Office
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 on the office row or click 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:
Name - Update the office location name
Alias - Update or add an alternative name
Company Registration Number - Update the registration number or ABN
Contact Name - Update the primary contact person
Status - Change the office's status: Active, Inactive, or Suspended
Email - Update the primary email address
Client - Change the parent client organisation using the searchable dropdown
Website - Update the office's website URL
Phone - 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
A success notification will confirm 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 office location with a draggable pin marker on Edit
Draggable pin - The map pin can be dragged to fine-tune the office's exact GPS coordinates
Audit Log - Not available on Create, available via button in header on Edit
After Save - Create redirects to the Client Offices list; 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 but does not change the address text fields — update those separately if needed
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 navigate back to the parent client's Edit page by clicking "Clients" in the sidebar and finding the client