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

This works really well for processes like Take 5s, enabling your workforce to complete the forms electronically via the free Sitemate app, and submit them into your Dashpivot account.

You'll end up with a detailed register in Dashpivot of all Take-5 records, automatically organised and easy to search/filter, so that details can be found quickly as needed.

Please note: while the Sitemate app is free to download and install, setting up an Ongoing Sitemate Submission Link for Take-5s will mean that the people submitting Take-5s will become paid Sitemate Sitemate Paid Users.

To be clear, none of the people submitting Take-5s are paid Dashpivot users and do not have access to Dashpivot. Instead, they will be Sitemate Paid Users, who use the Sitemate app to submit their Take-5s into your Dashpivot account.

Note: if you don't have a Take-5 template yet, you can use a free template available in the Public Template Library.

Once created, all you need to do is distribute the Sitemate Link to the relevant personnel, so they can fill out and submit Take-5s.

You'll need to send your newly created link to the relevant people so they can start submitting Take-5s. There's 2 options:

When someone clicks on the link or scans the QR poster, the Take-5 template will get added into their Sitemate app, and they will become a Sitemate Paid User.

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