Objective
This SOP outlines how to edit an existing site in EnviroAutomate. The Edit Site page uses a tabbed layout with nine tabs, allowing you to manage all aspects of a site from one place. This article focuses on the General tab, which contains the site's core details, address, documentation, and attributes.
Key Steps
1. Navigate to the Site
Click "Sites" in the left sidebar under the Tasks section
Find the site you want to edit in the list
Click on the site row, or click the edit icon (pencil) in the Actions column
You will land on the General tab by default
2. Update Site Details
Modify any of the following fields as needed:
Name - Update the site name
Site Code - Update the site identifier. If you clear this field and a Client is selected, it will auto-generate a new code.
External Reference - Update the external reference number
Client Reference - Update the client's reference number
Your Office - Change which of your organisation's offices manages this site
Client - Change the client organisation. This will filter the Client Office dropdown and may regenerate the Site Code if it was auto-generated.
Client Office - Change the client office. This dropdown is filtered by the selected Client.
Site Type - Change the site type (e.g., Service Station, Industrial, Commercial)
Description - Update the site description
3. Update Address Details
The Edit page includes the same Google Maps address search as the Create page, plus an interactive satellite map and manual latitude/longitude fields.
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 update the latitude/longitude.
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
Latitude / Longitude - Manually override the GPS coordinates if the address search does not place the marker accurately. Leave blank to keep existing values.
The satellite map shows the site's current location with a draggable pin marker.
4. Manage Site Documentation
The Site Documentation section allows you to upload and manage three types of documents:
Site Photo - Upload a photo showing the current state of the site (image files: JPG, PNG, GIF, BMP, WEBP)
Aerial Photo - Upload an aerial photo showing the site from above (same image formats)
Management Plan Documents - Upload PDF management plan documents with a Document Reference and Site Plan Type category. You can upload multiple management plans, filter them by Site Plan Type, and preview them in the built-in PDF viewer.
For each uploaded document, you can view, download, or delete it using the action icons.
5. Update Site Attributes
The Site Attributes section contains specialised fields for environmental site assessment:
Apply HSL Bioattenuation Factor - Toggle this on to reveal the Bioattenuation Decision Tree Inputs, which include checkboxes for oxygen penetration evidence, source depth, slab size, and a field for depth to groundwater
6. Update Surrounding Land Use
Record information about the land use surrounding the site. These fields provide context for environmental assessments.
7. Update Planning and Regulatory Reference Data
This section contains reference fields organised into four cards:
Local Government and Planning Zones - Local government area, planning zone, and overlay information
Property/Parcel Information - Lot, plan, and title reference details
Acid Sulfate Soils - Acid sulfate soil risk classification
Geology - Geological context for the site
8. Save Changes
Review your changes
Click "Save" to update the site
The page will remain on the General tab with a success notification confirming the update
9. View Audit Log (Optional)
Click the "Audit Log" button at the top of the page to view the complete change history for this site
The audit log shows who made each change and when
Available Tabs
The Edit Site page has nine tabs. This article covers the General tab. The other tabs are:
Related - View and manage related records linked to this site
Assessment Locations - Create and manage assessment locations (e.g., monitoring wells, soil bores) for the site
Receptors - Assign receptors and receptor groups to the site for risk assessment
COPC - Manage Contaminants of Potential Concern for the site
Investigation Levels - Configure site-specific investigation and screening levels
Historical Data - View and manage historical analytical results, gauging data, water quality data, QA/QC data, and relative percentage differences
Figures - Manage site figures and the figures generator
Documents - Manage general documents associated with the site
Differences from the Create Page
Tabbed layout - Create is a single page; Edit has nine tabs for managing all site data
Satellite map with draggable pin - Not shown on Create; shows site location on Edit
Latitude/Longitude fields - Not available on Create; allows manual coordinate override on Edit
Site Documentation section - Not available on Create; upload site photos, aerial photos, and management plan documents on Edit
Site Attributes section - Not available on Create; includes HSL Bioattenuation Factor settings on Edit
Surrounding Land Use section - Not available on Create; available on Edit
Planning and Regulatory Reference Data - Not available on Create; available on Edit
Audit Log - Not available on Create; available via button on Edit
After Save - Create redirects to Edit page; Edit stays on the current tab
Cautionary Notes
Always click "Save" before navigating to a different tab or away from the page, or your changes on the current tab will be lost
You must select a Client before selecting a Client Office — the Client Office dropdown is filtered based on the selected Client
Changing the Client may regenerate the Site Code if the current code was auto-generated
Management plan documents must be PDF format
Duplicate management plan filenames or document references are not allowed — the system will show an error if you try to upload a duplicate
Deleting a document is permanent and will prompt for confirmation
Tips for Efficiency
Use the Address Search feature when updating the address to ensure accuracy and automatically update the map location and coordinates
Use the Latitude/Longitude fields to fine-tune the exact GPS position if the address search places the marker slightly off
Upload site and aerial photos to provide visual context for your team
Use the Site Plan Type filter to quickly find specific management plan documents when you have many uploaded
Use the Audit Log to review the history of changes if you need to understand what was modified and by whom
Navigate between tabs to manage all aspects of the site without leaving the Edit page