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"). Must 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? - This checkbox is checked by default. When checked, the task will be immediately dispatched to the assigned technician upon saving. Uncheck 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 will filter the Site dropdown to show only sites attached to that project.
Site - Select the site where the fieldwork will be performed. This dropdown is filtered based on the selected Project — you must select a Project first.
Client Reports - Optionally link this fieldwork task to one or more client reports. This dropdown is filtered based on the selected Project and Site — you must select both before client reports become available.
4. Set Parent Task Dependencies (When Available)
Some fieldwork task types (such as Groundwater Monitoring Event) require completed parent monitoring tasks before they can be created. If parent dependencies are available:
The Parent Task Dependencies section will appear after selecting a Fieldwork Task Type and Site
Select one or more parent tasks from the dropdown
This creates a dependency chain so tasks can be tracked in sequence
If no parent tasks exist, the section will not appear or will show a message indicating no completed parent tasks were found.
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
You will be redirected to the Edit page for the newly created task
If "Dispatch Now?" was checked, the technician will be notified immediately
Cascading Dropdowns
The Create Fieldwork Task form uses cascading dropdowns that filter based on previous selections:
Selecting a Project filters the Site dropdown to show only sites in that project
Selecting a Site filters the Client Reports dropdown to show only reports for that project/site combination
Selecting a Fieldwork Task Type and Site loads the available Parent Task Dependencies
Cautionary Notes
The task Name must be unique within your organisation — duplicate names will be rejected
You must select a Project before selecting a Site — the Site dropdown is filtered by the selected Project
You must select a Site before linking Client Reports — the Client Reports dropdown is filtered by the selected Project and Site
Some task types (e.g., Groundwater Monitoring Event) require completed parent monitoring tasks with exceedances before they can be created
The "Dispatch Now?" checkbox is checked by default — uncheck it if you do not want to immediately notify the technician
The Fieldwork Task Type determines which field data form will be available on the Edit page's Field Data tab
Tips for Efficiency
Fieldwork tasks are typically created automatically when you create a project and attach sites — you only need to use this page for manually creating additional tasks
Select 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 create sequential monitoring event chains