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Guides

How do I…?

Signing in and the app7
Doing jobs13
Checking jobs and running the team10
Setting up and managing17
Collection, intake and gate7

By type of organisation

Month-end and year-end

For the Manager

Every month

About 30 minutes on the first working day:

  1. ☐ Job Calendar: last month's due, on-time, late and missed jobs. Talk to the supervisor about any area or person with repeated misses.
  2. ☐ Reports: choose the report type, set From/To to last month, then 📑 Generate Report. Read the headline numbers. Do they match what you know happened? Then 💾 Save to History, and use 🖨 Print / Save PDF if your committee or management wants a copy.
  3. ☐ Compliance Hub → Renewals & expiry: anything expiring in the next 90 days? Start the renewal now. Most licences take weeks.
  4. ☐ Licences & vendors → Vendor licences: are your waste vendors' licences and authorisations still valid?
  5. ☐ Compliance Hub → Filing calendar & readiness: any monthly filing due (for example groundwater data on the 10th)?
  6. ☐ Setup Evidence: anything Due for renewal or Overdue? Assign it to the supervisor.

Save time: under Reports → Schedules, use New schedule to have the monthly report emailed to you, or to your committee or management, automatically.

Every year

Statutory filings

Your filing calendar is in Compliance Hub → Filing calendar & readiness. Section 8 of your organisation type's guide lists every filing and its due date. Most annual waste returns are due 30 June. Environmental Statements are due 30 September.

For each filing:

  1. ☐ About 6 weeks before it is due, open it and click Refresh readiness. It shows how complete the year's records behind the filing are.
  2. ☐ Fix gaps while there is time: missing logs, missing certificates, documents not uploaded.
  3. ☐ Generate the report for the filing year from Reports, and use it to fill in the regulator's portal or form.
  4. ☐ File it on the regulator's portal yourself. EarthReheal does not file on your behalf.
  5. ☐ Back in the app, click Mark as filed. Enter the Filing date and who filed, and upload the acknowledgement. The filing then appears under Past filings, and next year's reminders start from it.

If a filing does not apply to you (for example, you are under a threshold), use Suppress reminders and note why.

Year-end housekeeping

  • ☐ Reports → 📦 Full Organisation Data Export: keep a copy of the year's records in your own files.
  • ☐ Re-check your site answers in Organisation settings. Did you add a DG set, a borewell or a kitchen this year? A change can switch rules on or off.
  • ☐ User Management: deactivate leavers, and make sure every role still has a person.
  • ☐ Read Path to green once more, and set next year's targets.
  • ☐ Committee or management change coming? Hand over this kit and the Manager login properly. Never share the old Manager's password: add the new person as a Manager, then deactivate the old one.

Quick answers from this guide