EnviroAutomate

Standard Operating Procedure (SOP) for creating a new project with details, timeline, task defaults, and site assignments

Creating a Project

How to view all sites associated with a project in a searchable table

Projects: Sites Tab

How to view all records linked to a project including fieldwork tasks, client reports, and other associated entities

Projects: Related Records Tab

How to manage and upload documents associated with a project

Projects: Documents Tab

Standard Operating Procedure (SOP) for editing an existing project's details, timeline, task defaults, site assignments, and related records

Editing a Project

Trin Murphy

Projects

Website

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