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Permits (Geotechnical)
Permits (Geotechnical)

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

Sam avatar
Written by Sam
Updated over a year ago

Introduction

Dashpivot helps to make the tunnelling process safer and more efficient - enabling geotechnical engineers and teams to streamline the way they capture, organise, track and approve tunnelling permits. 

Instead of taking paper-based forms into the tunnels, writing down what's happening, getting back to the office uploading information, emailing back and forth printing and signing just to get one permit completed, Dashpivot tunnelling permit workflows are simple and automated, and work offline.
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How it works

How offline mode 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, even when you're offline and don't have a wifi or cellular connection

  • 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 as one of the first few columns (ie. always visible)

Getting started

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

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