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Editing an Analyte Suite

Standard Operating Procedure (SOP) for editing an analyte suite's details, searching and selecting analytes, and managing the suite's composition

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Written by Trin Murphy
Updated yesterday

Objective

This SOP outlines how to edit an existing analyte suite in EnviroAutomate. The Edit page allows you to update the suite's details and manage which analytes are included using a searchable, filterable analyte selector.

Prerequisites

  • You must be logged in as an administrator

  • The analyte suite must already exist in the system

Key Steps

1. Navigate to the Analyte Suite

  • Click "Analyte Suites" in the left sidebar under the Scientific Settings section

  • Find the suite you want to edit in the list

  • Click on the suite row, or click the edit icon (pencil) in the Actions column

2. Update Analyte Suite Information

  • Name - Update the suite name

  • Report Description - Update the description that appears in reports. This is required.

  • Sort Order - Update the display order (higher numbers display first)

3. Search and Select Analytes

The analyte selector allows you to add or remove analytes from the suite:

Filtering

  • Filter by Group - Narrow the list to analytes in a specific analyte group

  • Filter by Matrix - Show only analytes for a specific sampling matrix (e.g., Soil, Fresh Water)

  • Filter by Concentration Type - Filter by concentration type (e.g., Total, Dissolved)

  • Filter by Unit of Measure - Filter by unit (e.g., mg/kg, ug/L)

  • Search by name or CAS - Type in the search field to find analytes by name or CAS Registry Number. Matching text is highlighted in the results.

  • Clear Filters - Reset all filters to show all available analytes

Selecting Analytes

  • Check the box next to each analyte you want to include in the suite

  • Uncheck to remove an analyte from the suite

  • Use the "Select All" checkbox in the header to select or deselect all visible analytes on the current page

  • Use "Show selected only" to filter the table to show only analytes currently selected for the suite

  • A badge shows the total number of selected analytes

The table shows each analyte's Name, CAS Registry Number, Group, Matrix, Concentration Type, and Unit of Measure. Surrogate analytes are marked with a yellow badge.

4. Save Changes

  • Click "Save" to update the suite

  • If you navigate away without saving, a warning will appear if you have unsaved changes

5. View Audit Log (Optional)

  • Click the "Audit Log" button in the top-right corner to view the change history

Differences from the Create Page

  • Analyte selector always visible - On Create (without copy mode), analytes are added after saving. On Edit, the full analyte selector is always available.

  • Audit Log - Available on Edit, not on Create

  • Unsaved changes warning - Edit warns you if you try to navigate away with unsaved analyte selection changes

Cautionary Notes

  • Always click "Save" after modifying analyte selections — changes are not saved automatically

  • The "Select All" checkbox only affects analytes visible on the current page — use pagination or increase the page size to see all analytes

  • Removing an analyte from a suite does not delete the analyte itself — it only removes the association

  • If you navigate away without saving, a browser warning will appear if you have unsaved changes

Tips for Efficiency

  • Use the filters to narrow down the analyte list before selecting — this is much faster than scrolling through all analytes

  • Use "Show selected only" to review which analytes are currently in the suite

  • Use the search field to quickly find a specific analyte by name or CAS number

  • Increase the page size (e.g., to 100) to see more analytes at once when making bulk selections

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