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 four sections:
Workflow
Dashboards - Your home page showing key metrics, overdue tasks, action items, and report status charts
Action Items - Track and manage action items with priority, status, and assignment
Schedule - View upcoming fieldwork tasks and deadlines in a calendar or list view
Tasks
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 together
Fieldwork Tasks - View and manage individual fieldwork assignments, enter field data, and upload laboratory results
Client Reports - Generate and manage environmental reports for clients
Documents - Manage general documents across all entities
Clients
Clients - Create and manage client organisations
Client Offices - Create and manage office locations for each client
Client Report Config - Configure report settings and templates for clients
Scientific Settings (Administrator access)
Analyte Groups - Manage groups of analytes for organisation and reporting
Analyte Suites - Manage suites of analytes for laboratory ordering
Analytes - Manage individual chemical analytes and their properties
Laboratories - Manage laboratory details and configurations
Laboratory Analytes - Map laboratory-specific analyte codes to system analytes
Guidelines - Manage environmental guidelines and standards
Receptor Groups - Manage groups of environmental receptors
Receptors - Manage individual receptors for risk assessment
Investigation Levels - Manage screening and investigation level values
System Settings (Administrator access)
Client Onboarding - Manage the client onboarding process
Tenants - Manage your organisation's details
Tenant Offices - Manage your organisation's office locations
Users - Manage user accounts and roles
API Keys - Manage API access keys
Common Actions on List Pages
Most list pages in EnviroAutomate share the same layout and actions:
Create button - Click the "Create" button (usually purple, 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 column headers to sort
Edit - Click on a row or click 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 additional options like import/export
Getting Help
Help popover icons - Many form fields have a small help icon that shows a tooltip when clicked, explaining what the field is for
AI Assistant - Click the AI Assistant button (or press Ctrl+K) in the top navigation bar to ask questions about how to use EnviroAutomate
Intercom chat - Click the chat icon in the bottom right corner to contact support
Keyboard shortcuts - Use Ctrl+S (Windows) or Cmd+S (Mac) to quickly save on any edit page. Use Esc to close and return to the list.