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Field Survey Reports

Learn how to setup and optimise Field Survey Reports in Dashpivot by following these best practices.

Sam avatar
Written by Sam
Updated over a week ago

Introduction

Field survey reports are a simple and powerful way to record, report, and analyse surveyor findings.

Dashpivot enables construction and industrial companies to better manage the entire survey field report process—from recording surveyor findings to marking PDFs and organising all field survey records.

How it works

Key Features

  • Standardise your field reports across your team/workforce

  • Access and fill out field reports on site using the Dashpivot mobile app (also available for tablets) - even when offline

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

  • Capture details on photos taken such as GPS location, tags and description

  • Automatically generate a register of all your field reports

  • Quickly filter and find report records

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

Best Practices

  • 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.

  • Use photo fields where appropriate

  • Use sketch fields where appropriate

Getting started

You can access a Free Survey Field Report Template from Dashpivot's Template Library. Go to Templates > Add Template > Choose from Free Public Template Library.

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