EnviroAutomate

Standard Operating Procedure (SOP) for creating a new client report in EnviroAutomate, including selecting the report type, associating a project and site, linking fieldwork tasks, and assigning a report writer…

Creating a Client Report

Standard Operating Procedure (SOP) for editing the General tab of a client report in EnviroAutomate, including updating name, status, associations, assignment, and timeline fields.

Client Report: General Tab

Standard Operating Procedure (SOP) for the Report Settings tab on a client report in EnviroAutomate, including site attribute checkboxes, HSL bioattenuation settings, and adjusting receptors and COPCs for the report.

Client Report: Report Settings 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.

Client Report: Additional Data Tab

Standard Operating Procedure (SOP) for the Draft Documents tab on a client report in EnviroAutomate, including checking out documents, generating reports, downloading and editing drafts, uploading revised documents, and managing…

Client Report: Draft Documents Tab

Standard Operating Procedure (SOP) for the Review and Approve tab on a client report in EnviroAutomate, including downloading documents for review, leaving review comments, requesting changes, and approving final documents.

Client Report: Review and Approve Tab

End-to-end workflow overview for generating environmental sampling reports, from site setup through to final report output

Overview of Generating Reports

Trin Murphy

Drafting, reviewing and approving Client Reports — the end-to-end report workflow including each tab on the Client Report edit page.

Client Reports

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