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Client Report: Additional Data Tab

Standard Operating Procedure (SOP) for the Additional Data tab on a client report in EnviroAutomate, including uploading required files and entering supplementary data for report generation.

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Written by Trin Murphy
Updated today

Overview

The Additional Data tab is where you upload files and provide supplementary information required for report generation. The fields on this tab are dynamic - they change based on the report type (and for QA/QC reports, the review type). Each item is labelled as either Required or Optional.

This tab only appears for report types that have additional data definitions configured. If you do not see it, the report type does not require any supplementary data.

What You'll See

Each data item is displayed as a card with:

  • A label describing what data is needed

  • A Required (red) or Optional (grey) badge

  • A description (if available) with further detail about the expected input

  • An input field appropriate to the data type

File Uploads

For file-type items:

  • Use the file input to select a file from your computer. Accepted file formats are listed below the input (e.g., .pdf, .docx, .xlsx)

  • If a file has already been uploaded, it is displayed with the filename, file size, and a link to view or download it

  • To replace an existing file, click the trash icon to delete it, then upload a new one. Deletion requires confirmation

  • Some items support multiple file uploads - the number of remaining upload slots is shown (e.g., "2 of 3 slots remaining"). Once the maximum is reached, you must delete an existing file before uploading another

Other Input Types

Non-file items use an input type that matches the data requirement:

  • Text - A free-text field

  • Number - A numeric input

  • Date - A date picker

  • Boolean - A toggle switch (on/off)

  • Dropdown - A selection from a predefined list of options

Things to Know

  • Items marked Required must be provided before report documents can be generated on the Draft Documents tab. A warning appears below any unsatisfied required items.

  • Previously saved data is retained when you return to this tab - you can complete items across multiple sessions.

  • Changes are only saved when you click the Save button. Navigating away without saving will lose unsaved changes.

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