EnviroAutomate

Standard Operating Procedure (SOP) for creating a new site record with site details and address

Creating a Site

Editing the General tab on a Site - name, code, client, address, Site documentation, attributes, surrounding land use, and planning and regulatory reference data.

Sites: General Tab

How to view and manage related records linked to a site

Sites: Related Records Tab

Standard Operating Procedure (SOP) for adding a new assessment location to a site, including setting the location code, type, coordinates, physical properties, environmental context, status, and description.

Sites: Assessment Locations Tab

How to assign receptors and receptor groups to a site for risk assessment

Sites: Receptors Tab

How to manage Contaminants of Potential Concern (COPC) for a site by selecting analytes per sampling matrix

Sites: COPC Tab

How to view site-specific investigation and screening levels based on selected receptors and analytes

Sites: Investigation Levels Tab

How to view, import, and export historical analytical results, gauging data, water quality, QA/QC, and RPD data for a site

Sites: Historical Data Tab

Interactive charts and tables for the Site’s historical analytical, gauging, water quality, soil classification, LFG bore and SEM data - filtered by matrix, fieldwork task type, date range and assessment…

Sites: Historical Data Visualiser

Standard Operating Procedure (SOP) for creating a new figure document within a site, including setting the name, figure type, and summary.

Sites: Figures Tab

How to manage general documents associated with a site

Sites: Documents Tab

Standard Operating Procedure (SOP) for editing a figure document within a site, including updating details, using the Figure Generator, uploading PDFs, publishing revisions, and creating new revisions.

Editing a Figure Document

Standard Operating Procedure (SOP) for bulk importing and exporting sites, assessment locations, COPCs, receptors, figures, and historical data

Creating New Sites in Bulk

Trin Murphy

Working with Sites — creating, editing and configuring the physical locations where investigations occur, including each tab on the Site edit page.

Sites

Website

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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