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Variations

Learn how to setup and optimise Variation Workflows in Dashpivot by following these best practices.

Sam avatar
Written by Sam
Updated over a week ago

Introduction

Construction variations and change orders are what construction companies and industrial projects rely on to make changes or 'variations' from the original scope of work - in the form of an addition, substitution or complete omission.

Up until now, many companies and projects managed variations manually with fragmented documents and tools like paper, excel, word, email or handshakes. This made the communication and collaboration between parties aspect of variations and change orders slow, clunky and unreliable.

In Dashpivot, you can streamline and improve how your variations and change orders are managed. Dashpivot takes care of the variation process from start to finish, with one easy-to-use platform and smart automation. Simply fill in your digital construction variation form or document in Dashpivot, and then setup automation flows for the approval process like you see in the video below. These automations speed up the flow of variations and change orders and ensure records and documents are securely stored and easily findable so that all project parties have legitimate records of exactly what happened and who was responsible.
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Key Features

  • Standardise the way variations are processed

  • Automatically send notifications when a form moves to the next stage in a workflow for sign-off

  • Automatically generate a register of all variations, which can be filtered by subcontractor

  • Link photos or attach marked up PDF drawings to clarify scope changes

  • 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 variations template as a workflow to clarify and standardise the process

  • Setup workflow notifications to notify the right person/party for sign-off at each step

  • Include a photo field to attach relevant photos as evidence or for clarification

  • Use list fields for specifying the subcontractor or area, 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

  • Include a variation title as a single-line text field, then in the template settings, display this field on the form thumbnail to make records easier to navigate and find.

Getting started

You can access a Free Variations Template from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.

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