Objective
This article provides an overview of the EnviroAutomate interface, explaining the sidebar navigation, the main page sections, and how to find key features. This is a good starting point for new users.
Sidebar Navigation
The left sidebar is the main navigation in EnviroAutomate. It is organised into sections; what you see depends on your role.
Workflow (visible to all users)
Dashboards - your home page showing summary cards, high-priority action items, client report status, and monthly statistics.
Action Items - track and manage action items with priority, status, and assignment.
Schedule - view projects, fieldwork tasks, and client reports on a calendar.
Tasks (visible to all users)
Sites - create and manage the physical locations where environmental work is performed.
Projects - create and manage projects that link clients, sites, fieldwork tasks, and reports.
Fieldwork Tasks - view and manage fieldwork assignments, review field data, and upload laboratory results.
Client Reports - generate and manage environmental reports for clients.
Documents - manage documents across all records.
Clients (visible to all users; Client Report Config is Administrator only)
Clients - create and manage client organisations.
Client Offices - create and manage office locations for each client.
Client Report Config - configure report templates and settings for clients. Only shown to Administrators.
Scientific Settings (Administrator only)
Analyte Groups - groups of analytes for organisation and reporting.
Analyte Suites - suites of analytes for laboratory ordering.
Analytes - individual chemical analytes.
Laboratories - laboratory details.
Laboratory Analytes - mapping from laboratory-specific analyte codes to system analytes.
Guidelines - environmental guidelines and standards.
Receptor Groups - groups of environmental receptors.
Receptors - individual receptors for risk assessment.
Investigation Levels - screening and investigation level values.
System Settings (Administrator only)
Tenant Offices - your organisation's office locations.
Users - user accounts and roles.
User Invitations - email invitations that have been sent but not yet accepted. Re-send or revoke pending invitations from here.
Common actions on list pages
Most list pages in EnviroAutomate share the same layout and actions:
Create button - click the purple Create button at the top of the page to add a new record. Required fields are marked with a red asterisk.
Search - use the search field to filter the list.
Sort - click a column header to sort by that column.
Edit - click a row or the pencil icon to edit a record.
Delete - click the trash icon to delete a record (with confirmation).
Actions menu - some pages have an Actions dropdown with extra options such as Import or Export.
Getting Help
Popover-help icons - many form fields have a small question-mark icon that shows a tooltip when clicked, explaining what the field is for.
AI Assistant - if your organisation has the AI Assistant enabled, click the robot icon in the top navigation bar (or press Ctrl+K) to ask a question.
Help chat - click the ? icon in the top right of the navigation bar to open the in-product help chat. Use it to send a question to the EnviroAutomate team.
Keyboard shortcuts - use Ctrl+S (Windows) or Cmd+S (Mac) to save quickly on any edit page. Use Esc to close and return to the list. Use Ctrl+/ to focus the search field in the top navigation bar.