EnviroAutomate

Trin Murphy

sites, projects, fieldwork tasks, client reports and the documents that connect them.

Tasks

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

Creating a Site

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

Standard Operating Procedure (SOP) for creating a new figure document within a site, including setting the name, figure type, and summary. Figure documents are used to attach site plans, maps,…

Sites: Figure Document Tab

How to manage general documents associated with a site

Sites: Documents Tab

Standard Operating Procedure (SOP) for editing an existing site's details, address, documentation, attributes, and related data across multiple tabs

Editing a Site

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

Sites

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

Creating a Project

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

Projects: Related Records Tab

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

Projects: Sites 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

Projects

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

Articles on creating and editing client reports

Client Reports

Standard Operating Procedure (SOP) for creating a new fieldwork task with project/site associations, assignment, and timeline

Creating a Fieldwork Task

Standard Operating Procedure (SOP) for reviewing and editing field data submissions on the Field Data tab of a Fieldwork Task in EnviroAutomate.

Fieldwork Tasks: Field Data Tab

Standard Operating Procedure (SOP) for uploading and managing laboratory analytical data on the Laboratory Data tab of a Fieldwork Task in EnviroAutomate.

Fieldwork Tasks: Laboratory Data Tab

Standard Operating Procedure (SOP) for managing documents attached to a Fieldwork Task on the Documents tab in EnviroAutomate.

Fieldwork Tasks: Documents Tab

Standard Operating Procedure (SOP) for editing a fieldwork task's details, entering field data, uploading laboratory data, and managing documents

Editing a Fieldwork Task

Standard Operating Procedure (SOP) for uploading laboratory analytical data via the Laboratory Data tab on a fieldwork task

Uploading Laboratory Analytical Data

Articles on creating and editing Fieldwork Tasks

Fieldwork Tasks

Standard Operating Procedure (SOP) for uploading a document and linking it to a client, project, site, fieldwork task, or client report

Uploading a Document

Standard Operating Procedure (SOP) for editing a document's details, viewing previews, updating associations, and downloading files

Managing a Document

Managing project documents — uploading, editing and downloading files attached to sites, projects and reports.

Documents

Website

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