About this tab
The General tab is the landing tab on the Site edit page. It covers the core Site details, the address and map, Site documentation, Site attributes, surrounding land use, and planning and regulatory reference data. The other tabs (Related, Assessment Locations, Receptors, COPC, Investigation Levels, Historical Data, Figures, Documents) each have their own article. For first-time setup of a new Site, see the Creating a Site article.
Key Steps
1. Navigate to the Site
Click Sites in the left sidebar under the TASKS section.
Find the Site in the list.
Click the row, or click the edit icon (pencil) in the Actions column.
You will land on the General tab by default.
2. Site Details
The top of the page shows the core Site metadata:
Name - the Site’s display name.
Site Code - the Site identifier. Clearing this field with a Client selected will auto-generate a new code on save.
External Reference - your organisation’s reference number for this Site.
Client Reference - the Client’s reference number for this Site.
Your Office - the office within your organisation that manages this Site.
Client - the Client organisation. The Client filters the available Client Offices and may regenerate the Site Code if the current code was auto-generated.
Client Office - the Client’s office for this Site. Filtered by the selected Client.
Site Type - the Site’s classification (e.g., Service Station, Industrial, Commercial).
Description - free-text description of the Site.
3. Address Details
The address section combines a Google Places address search, manual address fields, an interactive satellite map with a draggable pin, and manual latitude/longitude overrides:
Country - sets the country and restricts the address search.
Address Search - Google Places autocomplete. Selecting a result populates the address fields, repositions the map marker and updates latitude/longitude.
Address Line 1, Address Line 2, City, State/Province, Postal Code - standard address fields. Editable directly if the address search isn’t used.
Latitude / Longitude - manual GPS coordinates. Useful when the address search doesn’t place the marker accurately. Leave blank to keep existing values.
The satellite map shows the Site’s current location with a draggable pin. Dragging the pin updates the latitude and longitude.
4. Site Documentation
The Site Documentation section holds three types of files attached to the Site:
Site Photo - a photo showing the current state of the Site (image: JPG, PNG, GIF, BMP, WEBP).
Aerial Photo - a photo showing the Site from above (same image formats).
Management Plan Documents - PDF management plans, each with a Document Reference and a Site Plan Type category. Multiple plans can be uploaded, filtered by Site Plan Type and previewed in the built-in PDF viewer.
Each uploaded document has view, download and delete action icons.
5. Site Attributes
The Site Attributes section captures specialised data used by the investigation level engine and reports. Any toggle set here is a default for the Site - each one can be overridden on individual Client Reports if a specific report needs different behaviour.
The first row records geology and groundwater context:
NEPM Geology Type - Dropdown for the dominant soil type at the Site (Clay, Sand, Silt).
Groundwater Flow Determination - dropdown indicating how the flow
direction was established (Anticipated, Inferred).
Groundwater Flow Direction - dropdown for the cardinal/inter-cardinal direction of groundwater movement (North, North East, East, South East, South, South West, West, North West).
Average Depth to Water (m) - numeric depth to the water table. Feeds the bioattenuation calculation when the HSL Bioattenuation Factor toggle is on.
Toggles that control how investigation levels are selected and adjusted (all default to off):
Apply Adjusted Levels - selects the Adjusted Maximum investigation level values instead of the standard Maximum.
Apply HSL Bioattenuation Factor - applies a Human Health Screening Level bioattenuation multiplier. Turning it on reveals the Bioattenuation Decision Tree Inputs (oxygen penetration evidence, source depth, slab size); the Average Depth to Water value above feeds the calculation.
Account for Bioaccumulation - bumps the protection level for "Maintenance of Ecosystems" freshwater receptors when assessing bioaccumulating analytes.
Apply Short Term Trigger Values - selects ShortTermTrigger investigation levels instead of the Maximum.
Apply Long Term Trigger Values - selects LongTermTrigger investigation levels instead of the Maximum.
Exclude Low Reliability Values - filters out investigation levels rated Very Low or Low reliability.
Applicable Land Use
Tick every land use category that applies to the Site itself. The investigation level engine uses this when selecting Human Health Screening Levels. Multiple categories can be selected for a mixed-use Site:
A - Low Density Residential
B - High Density Residential
C - Public Open Space
D - Commercial/Industrial
6. Surrounding Land Use
Records the land use surrounding the Site in each cardinal direction. Descriptive context for environmental assessments and reports.
For each of North, South, East and West, tick every land use category present in that direction. Multiple categories can be ticked per direction:
A - Low Density Residential
B - High Density Residential
C - Public Open Space
D - Commercial/Industrial
Nearest Surface Water Bodies - free-text field for noting nearby lakes, rivers, streams or other surface water features.
7. 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.
Click Fetch Reference Data at the top of the section to run the lookup on demand. The Site must already have coordinates set - if it doesn't, you'll get an error asking you to set the address first. All fields in the four cards are editable, so you can override anything the fetch returns.
8. Save Changes
Click Save to commit changes on the General tab.
The page stays on the General tab and shows a success notification.
Always save before switching to a different tab - unsaved changes on the current tab will be lost.
9. View Audit Log (Optional)
The Audit Log button at the top of the page opens the complete change history for this Site.
The audit log shows who made each change and when.
Cautionary Notes
Save before navigating to another tab or your changes on the current tab will be lost.
The Client must be selected before the Client Office - the Client Office dropdown is filtered by 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 aren’t allowed - the system shows an error on duplicate upload.
Deleting a document is permanent and prompts for confirmation.
Tips for Efficiency
Use the Address Search when updating the address - it keeps the address, map marker and coordinates in sync automatically.
Use the Latitude/Longitude fields to fine-tune position when the address search places the marker slightly off.
Upload Site and aerial photos to give the team visual context.
Use the Site Plan Type filter to find specific management plan documents quickly when many are uploaded.
Use the Audit Log to review the history of changes if you need to understand what was modified and by whom.
Use the other tabs (Related, Assessment Locations, Receptors, COPC, Investigation Levels, Historical Data, Figures, Documents) to manage all aspects of the Site without leaving the edit page.