Skip to main content
All CollectionsUse Cases & Best PracticesSafety
Permits (Safety)
Permits (Safety)

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

Sam avatar
Written by Sam
Updated over a week ago

Introduction

Improve your safety compliance and reduce site accidents and injuries by building a more streamlined and professional safety permit process with Dashpivot.

Dashpivot enables you to simplify and automate your safety permit processes. Workers on site can fill in digital safety permits on mobile or tablet quickly and easily - increasing safety permit completion - and then safety teams and any worker can setup simple workflow notifications to make sure that safety permits never get missed and keep moving between party signatures quickly - keeping everyone safe and your projects moving forward.
​

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 layout and company branding

Best Practices

  • Setup your permit templates as workflows to standardise the approval process. We recommend including an 'active' column to clearly indicate which permits are currently active, and a 'closed' column for permits which 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.

Did this answer your question?