Objective
This SOP outlines the steps to create a new fieldwork task in EnviroAutomate. Fieldwork tasks represent individual units of environmental fieldwork (e.g., a groundwater monitoring event, hazmat survey, soil classification) that are assigned to a technician and linked to a project and site.
Prerequisites
A project and at least one site must already exist in the system
Key Steps
1. Navigate to the Create Fieldwork Task Page
Click Fieldwork Tasks in the left sidebar under the TASKS section
Click the Create Fieldwork Task button at the top of the list
2. Enter General Information
Fill in the required fields (marked with a red asterisk):
Name - The name of this fieldwork task (e.g., "Q1 2026 Groundwater Monitoring"). Should be unique within your organisation.
Fieldwork Task Type - Select the type of fieldwork from the dropdown (e.g., Groundwater Monitoring Event, Non-Destructive Hazardous Materials Register, Soil Classification, LFG Bore Monitoring, Infrastructure Methane Monitoring, LFG SEM Event).
Optional general information fields:
Dispatch Now? - Ticked by default. When ticked, the task is dispatched to the assigned field technician immediately on Save. Untick it if you want to save the task as a draft without dispatching.
Description - A detailed description of the fieldwork task.
3. Set Associations
Link the fieldwork task to a project and site:
Project - Select the project this task belongs to. Selecting a project filters the Site dropdown to only sites attached to that project.
Site - Select the site where the fieldwork will be performed. The Site dropdown is filtered by the selected Project, so pick the Project first.
Client Reports - Optionally link this fieldwork task to one or more client reports. This dropdown is filtered by the selected Project and Site, so pick both first.
4. Set Parent Task Dependencies (When Available)
Some fieldwork task types (such as remediation tasks for Groundwater Monitoring Events) require completed parent monitoring tasks before they can be created. If parent dependencies are required:
The Parent Task Dependencies section appears after selecting a Fieldwork Task Type and Site.
Select one or more parent tasks from the dropdown. The most recent completed parent task is pre-selected.
The form will not submit until at least one parent task is selected.
If no completed parent tasks with exceedances exist for this site, a yellow warning message appears and you will not be able to create the task until one is created. If the task type does not require dependencies, the section stays hidden.
5. Set Assignment and Timeline
Assign to Field Technician - Select the staff member who will perform the fieldwork.
Start Date - The planned start date for the fieldwork (use the date picker).
Due Date - The planned due date for the fieldwork (use the date picker).
6. Save the Fieldwork Task
Review all entered information.
Click Save to create the fieldwork task.
If Dispatch Now? is ticked, a spinner appears while the task dispatches to the field app.
You will be redirected to the Edit page for the newly created task.
If a similar task already exists for the site
If you try to save a task whose Project + Site + Fieldwork Task Type matches one or more open tasks already in the system, a confirmation modal appears before the task is created. The modal:
Lists every existing open task of the same type at the same site, with status and a link to open it in a new tab.
Asks "Are you sure you want to create another Fieldwork Task of this type?"
Click Cancel to go back without creating, or Yes, Create Task to create the new task anyway. Use the View link to double check whether the existing task is actually the one you needed before creating a duplicate.
Cascading Dropdowns
The Create Fieldwork Task form uses cascading dropdowns that filter based on previous selections:
Selecting a Project filters the Site dropdown to only sites in that project.
Selecting a Site filters the Client Reports dropdown to only reports for that project and site.
Selecting a Fieldwork Task Type and a Site loads the available Parent Task Dependencies.
Cautionary Notes
You must select a Project before selecting a Site.
You must select a Site before linking Client Reports.
Some task types (e.g., remediation events) require completed parent monitoring tasks with exceedances before they can be created.
The Dispatch Now? checkbox is ticked by default. Untick it if you do not want to notify the technician immediately.
The Fieldwork Task Type cannot be changed after creation. If you pick the wrong type, you need to recreate the task.
If a duplicate-task modal appears, double-check the existing tasks before clicking "Yes, Create Task".
Tips for Efficiency
Fieldwork tasks are typically created automatically when you create a project and attach sites. Use this page only when you need an extra task.
Pick the Project first to narrow down the available Sites.
Link related Client Reports at creation time so they are associated from the start.
Use the parent dependencies feature to chain sequential monitoring or remediation events.