Objective
This article provides an end-to-end overview of the workflow for generating environmental sampling reports in EnviroAutomate. It covers the key steps from initial site setup through to final report generation, and links to detailed articles for each step.
Instructional Video
Workflow Overview
Generating a report in EnviroAutomate follows this general workflow:
1. Set Up Sites
Create the site where the environmental work will be performed
Add site details including address, site attributes, assessment locations, receptors, and COPCs
For multiple sites, use the bulk import feature
2. Create a Project
Create a project to define the scope of investigation work
Select the fieldwork task types and client report types
Assign a project manager, technician, and report writer
Attach one or more sites to the project
Fieldwork tasks and client reports are automatically created for each attached site
3. Dispatch and Complete Fieldwork
Fieldwork tasks are dispatched to technicians (either automatically on project creation or manually)
Technicians use the EnviroAutomate fieldwork app to collect field data directly into the system
Field data is submitted via the Field Data tab on each fieldwork task
4. Upload Laboratory Data
Once laboratory results are received, upload them via the Laboratory Data tab on the fieldwork task
Add a data file set, select the laboratory, and upload the relevant files (COC, certificates, CSV data files)
The system processes the CSV files to extract and store analytical data
Review processing messages and resolve any errors
5. Generate the Client Report
Navigate to the Client Reports page and find the report for your project/site
Review the report details on the General tab (report type, assigned personnel, linked fieldwork tasks)
Add any additional data needed on the Additional Data tab
Generate draft documents on the Draft Documents tab — the system produces Word, Excel, and/or PDF files
Review the generated draft documents
6. Review and Approve
Use the Review and Approve tab to manage the review workflow
Assigned reviewers can approve, request changes, or reject the report
Make any necessary revisions and regenerate documents as needed
Where to Find Each Step
Each step in the workflow is performed on a specific page in EnviroAutomate:
Sites - Create and manage site details, assessment locations, receptors, and COPCs
Projects - Create projects, assign personnel, and attach sites
Fieldwork Tasks - View dispatched tasks, enter field data, and upload laboratory results
Client Reports - Generate and review draft reports, manage the review and approval process
All of these pages are accessible from the left sidebar under the Tasks section.
Cautionary Notes
Ensure all field data has been submitted and laboratory results uploaded and processed before generating a report
Verify that the site's assessment locations, receptors, COPCs, and investigation levels are correctly configured before generating reports — these feed into the report content
Review processing messages on the Laboratory Data tab to ensure all analytical data was processed successfully
Tips for Efficiency
Set up sites and projects in bulk when onboarding a new client to save time
Use the "Dispatch Now?" option when creating projects to immediately notify technicians
Upload laboratory data as soon as results are received to keep the workflow moving
Use the Dashboard page to monitor the status of fieldwork tasks and client reports across all projects
Refer to the detailed articles for each page (Creating a Site, Creating a Project, Editing a Fieldwork Task, etc.) for step-by-step instructions