Introduction
Environmental permits are an essential part of maintaining environmental compliance and ensuring positive stakeholder relationships for the duration of your projects.
They exist to authorise work which could impact the environmental and give the 'green light'. The problem with the state of current environmental permits and permit flows is that they take time, and are a constant collaboration headache between internal and external teams.
Dashpivot streamlines environmental permits through digitisation and simple automated workflows. Once an environmental permit is created and signed off by the creating party - which might be a site engineer - that permit is automatically uploaded into the cloud and pushed to the next responsible party who needs to signoff on the permit. This workflow then continues until the permit is fully signed and closed out.
This way, your environmental permit workflows are fully integrated and digital, meaning you don't have to jump back and forth between document types and systems and can instead manage permits from start to finish with Dashpivot - improving the speed at which your environmental permits move - and therefore the speed at which your projects move forward, safely.
How it works
Key features
Standardise and clarify the way permits are processed
Automatically send notifications when a permit moves to the next stage in a workflow for 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 visual detail can be added
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 if applicable
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 (and is always visible)
Getting Started
You can access a range of Free Environmental Permit Templates from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.