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Completing and Submitting a Form in the EnviroAutomate App

General workflow for filling out a fieldwork form in the EnviroAutomate app - moving through pages, capturing photos and signatures, saving in-progress, and submitting the completed form back to EnviroAutomate.

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Written by Trin Murphy

Opening a form

Tap a dispatched form in your FastField inbox to open it. The form opens to the first section and shows the pre-filled Site, Project and fieldwork task identifier at the top so you can confirm you’re working on the right task.

Moving through the form

Most EnviroAutomate forms are split across multiple sections, with related fields grouped together (for example, all the gauging fields in one section, all the water quality fields i¬n another).

  • Use the Next button at the bottom of each page to move forward.

  • Use the Previous button or the page indicator at the top to jump back.

  • Required fields are marked with a red asterisk and must be filled in before you can submit.

Filling in fields

Common field types you’ll see:

  • Text - free-text notes and observations.

  • Number - measurements like depth, pH, EC, water level. Most numeric fields have unit text next to them so you know what unit to enter.

  • Date / time - tap to open a picker.

  • Dropdown / picker - choose from a list. Lookup fields like assessment locations are filtered to your Site automatically.

  • Yes/no toggle - switch on or off.

  • Photo - tap to take a photo with your device camera, or pick from your photo library.

  • Signature - sign on screen with your finger or a stylus.

  • Geolocation / map - the form may auto-capture your GPS coordinates, or ask you to drop a pin.

Some fields show or hide other fields based on what you enter (for example, ticking LNAPL present may reveal extra fields about the LNAPL thickness). Just keep going - the form will guide you.

Saving in-progress

You can save a partially-completed form and come back to it:

  1. Tap the back arrow or close icon at the top.

  2. The app prompts you to save your progress as a draft.

  3. Choose Save as Draft.

The draft appears in your Drafts tab. Tap it to resume from where you left off. Drafts are stored on your device, so you can come back to them offline.

Submitting the form

  1. Work through every page until you’re on the last one.

  2. Review your entries.

  3. Tap Submit.

  4. If any required field is missing, the app jumps to it and shows an error - fill it in and try again.

  5. If you’re online, the form submits immediately. If you’re offline, the form is queued in your Outbox and uploads automatically next time you’re online.

What happens after submission

Once a submission reaches EnviroAutomate:

  • The submission is matched back to the original fieldwork task using the pre-filled fieldwork task identifier.

  • The fieldwork task status updates so the rest of the team can see the field work is done.

  • Field data flows into the Site’s Historical Data tab and the Field Data tab on the fieldwork task.

  • If the task feeds a client report, the report is updated to reflect that the field data is now in.

If the submission is rejected (for example, an assessment location couldn’t be matched), your tenant administrator will be alerted and may ask you to re-submit with corrections.

Tips

  • Save as Draft often - especially if you’re in a remote area or moving between locations.

  • Take photos as you go rather than at the end - it’s easier to remember what each photo is of.

  • Don’t modify the pre-filled Site, Project or fieldwork task identifier fields. They link your submission back to the right record.

  • If the app reports a missing required field, the form jumps to it - look for the red asterisk and the error message.

  • Once you’ve tapped Submit and seen the success / queued confirmation, you’re done. The form leaves your inbox.

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