Objective
This article covers the Related Records tab on the Edit Site page in EnviroAutomate. This tab allows you to view all records linked to the site, including projects, fieldwork tasks, client reports, and other associated entities.
What This Tab Shows
The Related Records tab displays a searchable, sortable table of all records that are linked to this site. This gives you a centralised view of all work associated with a particular site.
Key Features
Searchable table - Use the search field to quickly find specific related records
Sortable columns - Click column headers to sort records
Filterable - Use available filters to narrow down the list of related records
Clickable rows - Click on a record to navigate to its detail page
Tips for Efficiency
Use this tab to get a quick overview of all work associated with a site
Use the search functionality to quickly locate specific projects, fieldwork tasks, or reports linked to the site