Skip to main content

Editing a Tenant Office

Standard Operating Procedure (SOP) for editing your organisation's office details, address, and map location

T
Written by Trin Murphy
Updated yesterday

Objective

This SOP outlines how to edit an existing tenant office in EnviroAutomate. You can update the office's general information, address details, and adjust the map pin location.

Prerequisites

  • You must be logged in as an administrator

Key Steps

1. Navigate to the Tenant Office

  • Click "Tenant Offices" in the left sidebar under the System Settings section

  • Find the office you want to edit in the list

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

2. Update General Information

Modify any of the following fields as needed:

  • Name - Update the office location name

  • Contact Name - Update the primary contact person

  • Status - Change the office's status (e.g., Active, Inactive)

  • Email - Update the primary email address

  • Website - Update the office's website URL

  • Phone - Update the phone number

  • Description / Notes - Update additional context or notes

3. Update Address Details

The Edit page includes the same Google Maps address search as the Create page, plus an interactive satellite map showing the current office location.

  • Country - Change the country if needed

  • Address Search - Use Google Places autocomplete to search for a new address. Selecting a result will update all address fields, reposition the map marker, and zoom in to the new location.

  • Address Line 1 - Update the street address

  • Address Line 2 - Update additional address details

  • City - Update the city or town

  • State/Province - Update the state, province, or territory

  • Postal Code - Update the postal or zip code

The satellite map below the address fields shows the office's current location with a draggable pin marker. You can drag the pin to fine-tune the exact GPS position.

4. Save Changes

  • Click "Save" to update the tenant office

  • A success notification will confirm the update

5. View Audit Log (Optional)

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

Differences from the Create Page

  • Satellite map with draggable pin - Not shown on Create; shows office location on Edit

  • Draggable pin - The map pin can be dragged to fine-tune the office's exact GPS coordinates

  • Audit Log - Not available on Create, available via button on Edit

Cautionary Notes

  • Always click "Save" before navigating away, or your changes will be lost

  • Changing the Status to Inactive does not delete the office or affect linked records

  • Dragging the map pin updates the GPS coordinates but does not change the address text fields β€” update those separately if needed

Tips for Efficiency

  • Use the Address Search feature when updating the address to ensure accuracy and automatically update the map location

  • Drag the map pin to fine-tune the exact location if the address search places it slightly off

  • Use the Audit Log to review the history of changes

Did this answer your question?