Objective
This SOP outlines how to view and edit an existing receptor in EnviroAutomate. Receptors are shared across all organisations, so most fields are read-only for administrators. However, you can create overrides for specific fields to customise how receptors appear within your organisation.
Prerequisites
You must be logged in as an administrator
The receptor must already exist in the system
Key Steps
1. Navigate to the Receptor
Click "Receptors" in the left sidebar under the Scientific Settings section
Find the receptor you want to view or edit in the list
Click on the receptor row, or click the edit icon (pencil) in the Actions column
2. View Receptor Information
The Edit page displays the following fields (read-only for shared receptors):
Name - The name of the receptor
Matrix - The sampling matrix this receptor applies to
Group - The receptor group this receptor belongs to
Subgroup - The subgroup within the receptor group (if applicable)
Description - A description of the receptor
Report Colour - The colour used in investigation level tables and reports, shown as a colour swatch and hex code
Sort Order - The display order within the receptor group
3. Create Tenant Overrides
You can override specific field values for your organisation without changing the shared value:
Click the "Override" button next to the Name, Description, Report Colour, or Sort Order field
Enter your organisation's preferred value in the modal dialog
Save the override β the field will show a yellow "Overridden for your tenant" indicator
Overrides only affect how the receptor appears within your organisation β the shared value remains unchanged for other organisations.
4. View Audit Log (Optional)
Click the "Audit Log" button in the top-right corner to view the change history
Overridable Fields
The following fields can be overridden for your organisation:
Name - Customise the receptor name
Description - Customise the receptor description
Report Colour - Change the colour used in your organisation's investigation level tables and reports
Sort Order - Control the display order of this receptor for your organisation
Differences from the Create Page
Read-only mode - Most fields are read-only since receptors are shared across all organisations
Tenant overrides - Override buttons available for Name, Description, Report Colour, and Sort Order
Audit Log - Available on Edit, not on Create
Cautionary Notes
Receptors are shared across all organisations and cannot be directly edited
Tenant overrides only affect your organisation's view of the receptor
Overriding the Report Colour will change the colour used in your organisation's investigation level tables β choose a colour that is distinct from other receptors
If you need to change a field that cannot be overridden (e.g., Matrix, Group), contact support
Tips for Efficiency
Use the Report Colour override to match your organisation's preferred colour scheme in reports
Use the Name override to match your organisation's terminology for receptor descriptions
Use the Sort Order override to control how receptors are ordered in your site receptor selections
Use the Audit Log to track changes to receptor details
