Introduction
Site instructions are essential for any project or industrial company because they deal with contracts and compensation for works outside the project scope. Managing site instructions can be tedious and tricky, with multiple parties needing to agree to and sign off on the instructions.
Dashpivot streamlines this previously difficult workflow through simple and smart automation.
You simply complete a digital site instruction form inside of Dashpivot, which can then be signed off digitally. Once signed off by each responsible party, the site instruction is automatically 'pushed' or moved to the next stage in the workflow, where the other party or person responsible for signing off is notified. They then sign off on the site instruction and the process continues until the site instruction is signed off by all parties and approved or 'closed'.
Dashpivot makes site instructions move along quickly and professionally - which will result in your projects being delivered faster - on time and budget.
How it works
Key Features
Standardise the way site instructions are processed
Automatically send notifications when a form moves to the next stage in a workflow
Automatically generate a register of all site instructions, which can be filtered by subcontractor
Access records on the go via the mobile/tablet app
Download, print or send your forms as PDFs, with professional layout and company branding
Best Practices
Setup your site instruction template as a workflow to clarify and standardise the process
Setup workflow notifications to notify the right person for sign-off at each step
Use list fields for specifying the subcontractor, so that in the register view, you can filter and find records quickly and easily, and filter by the list items on any analytics charts
Getting started
You can access a Free Site Instruction Template from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.
You can see a preview of this site instruction template on our website.