Skip to main content
Checklists

Learn how to setup and optimise Environmental Checklists in Dashpivot by following these best practices.

Sam avatar
Written by Sam
Updated over a week ago

Introduction

Environmental checklists are one of the most reliable mechanisms for ensuring that your projects are confirming to environmental standards, and that your environmental checks and record keeping is thorough.

But completing and managing environmental checklists can be time-consuming and frustrating, from capturing the checklist and information on site to organising that data back in the office.

Dashpivot streamlines your whole environmental checklist and management process for you. You can quickly and easily complete your checklists directly on site with your mobile or tablet, and all of that information is automatically synced to the software, so that you, the environmental team, or management have a reliable record of every checklist with all of its important information.

Instead of managing checklists and environmental processes with 3 or 4 systems, Dashpivot brings it all under one platform which saves you time and ensures compliance at every level of your organisation.
โ€‹

How it works

Key features

  • Standardise your safety checklists across your workforce or project

  • Access and fill out checklists on site using the Dashpivot mobile app (also available for tablets)

  • Attach photos on the spot while filling out the form in the app

  • Markup PDF attachments using the mobile app (draw and annotate)

  • Automatically generate a register of all your checklists, with ability to quickly filter and find checklist records

  • Easily see how many checklists were filled out over a specified time period eg. last month

Best Practices

  • Include a photo field so that photos and videos can be added to the checklist as it's filled out on site

  • Use list fields where applicable (eg. area), to make it easy to find records later via the register view, and filter by the list items on any analytics charts

  • In the template settings, make sure the forms are sorted by the date on the form (not the creation date)

  • In the template settings, set the form thumbnail to display the zone/area of the inspection if working on a large site.

Getting Started

You can access a range of Free Environmental Checklist Templates from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.

Did this answer your question?