Introduction
Managing permits with paper-based systems can be incredibly admin-intensive, requiring either walking around or emailing permit requests, with limited visibility on when work can begin. This often results in equipment being out of service longer than necessary, reducing productive tool time for work crews.
Dashpivot’s ePTW application provides comprehensive visibility into planned, active, and closed permits, all while retaining centralised control over permit authorisation through electronic workflows and approvals. This eliminates the need for manual handling and offers a more transparent process.
How it works
Key Features
Standardise the way site permits are processed
Automatically send notifications when a permit moves to the next stage in a workflow for electronic sign-off
Automatically generate a register of all permits
Access active permits on the go via the mobile/tablet app
Markup any PDF drawings attached via the mobile app
Download, print or send your forms as PDFs, with professional layouts and company branding
Best Practices
Set up your permit templates as workflows to standardise the approval process. We recommend including an 'active' column to indicate which permits are currently active and a 'closed' column for permits that have expired and have been closed out.
Setup workflow notifications to notify the right person for sign-off at each step
Use the 'Expiry Date' field to indicate how many days are left before the template expires
Include a photo field so that additional detail can be added eg. pothole photos, site conditions
Include a 'manual signature' field on the form so that external users (who don't have a Dashpivot account) can sign on to the permit
In the template settings, set the form thumbnail to display the permit expiry date
When viewing the register, click 'edit columns' and move the Expiry date to the top, so that it appears in one of the first few columns (ie. always visible)
Getting started
You can access a range of Free Safety Permit Templates from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.