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Room Completion Sign-off via the Sitemate app
Room Completion Sign-off via the Sitemate app

Learn how to use Sitemate Links to manage your room completion sign-off process

Sam avatar
Written by Sam
Updated over a week ago

Single Submission Sitemate Links can provide anyone with access to submit a single form for one or more templates, via the Sitemate app without needing a Dashpivot account.

This works really well for processes like Room Completion Sign-Offs, to enable personnel to fill out a sign-off record electronically via the free Sitemate app, and submit the completion information into your Dashpivot account.

You can stick QR code posters on your site walls, which anyone can scan to fill out and submit a room sign-off. And you'll end up with a register of all room sign-off records in Dashpivot, automatically organised and easy to search/filter, so that details can be found quickly when needed.

In this scenario, none of the people filling out the room sign-offs are paid Dashpivot users. Instead, they will use the free Sitemate app to submit the sign-offs for free.

Tutorial

How to create a Single Submission Sitemate Link for Room Completion Sign-offs

  1. Go to the team folder where you want your room sign-off records to be submitted

  2. Go to the Templates section

  3. Go to the Links tab

  4. Make sure you are in the 'Single Submission' section (this should be the default). If you are in the 'Ongoing Submission' section and create a link, every person who submits a room sign-off will become a paid Sitemate Form User

  5. Click Create Link

  6. Give your link a name, and select your room sign-off Template

  7. Click create

Note: if you don't have a room sign-off template yet, you can use a free template from the Public Template Library.

Once created, all you need to do is distribute the Sitemate Link to the relevant personnel, or stick up QR posters around your site so anyone can fill out and submit a room completion sign-off as required.

How do I get workers to submit the Room Completion Sign-offs?

You'll need to send your newly created link to the relevant people so they can start submitting room sign-offs. There's 2 options:

  • Copy the link and send it as a URL eg. via email or text message.

  • Downloaded a QR code poster, which opens the link when scanned with a smartphone. Stick this on the wall of your site or office.

When someone clicks on the link or scans the QR poster, the room sign-off template will get added into their Sitemate app for them to submit.

Feel free to reach out to our team via live chat if you get stuck!

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