EnviroAutomate

Standard Operating Procedure (SOP) for creating a new client record with contact details and head office address

Creating a Client

Standard Operating Procedure (SOP) for editing an existing client's details, address, and managing client offices

Editing a Client

Standard Operating Procedure (SOP) for creating a new client report configuration, including selecting report types, setting statement of limitations, uploading document templates, and configuring cover page and Word template settings.

Creating a Client Report Configuration

Trin Murphy

Clients

Standard Operating Procedure (SOP) for creating a new client office with contact details and address

Creating a Client Office

Standard Operating Procedure (SOP) for editing an existing client office's details, address, and map location

Editing a Client Office

Office locations within a client — creating and editing the individual offices that belong to a client organisation.

Client Offices

Website

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