Introduction
Manage safety permits in Dashpivot with digital workflows, electronic sign-off, and automatic record keeping. Replace paper-based permit processes with a system that gives your team full visibility over planned, active, and closed permits from any device.
How it works
Key Features
Consistent workflows — Manage the way site permits are processed across your projects and teams
Automatic notifications — Notify the right person for sign-off automatically when a permit moves to the next stage in a workflow
Automatic register — Generate a register of all permits automatically, with filters to find records fast
Mobile access — Access active permits on the go via the Dashpivot mobile app on iOS or Android
PDF markup — Mark up any PDF drawings attached to a permit directly in the mobile app
Export and share — Download, print, or send permits as PDFs with professional layouts and company branding
Best Practices
Set up permit templates as workflows to manage the approval process — include an "Active" column for current permits and a "Closed" column for permits that have been closed out
Set up workflow notifications to alert the right person for sign-off at each step
Use the Expiry Date field to track how many days are left before a permit expires
Include a photo field so additional detail can be captured on site (e.g. site conditions, hazards)
Include a manual signature field so external users without a Dashpivot account can sign on to the permit
In 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 it's always visible
Getting started
Access a range of free Safety Permit templates from the Dashpivot template library. Go to Templates > Add Template > Browse free templates and search for the permit type you need.
Using Storm AI Templates
You can use Storm to generate a safety permit template tailored to your site or permit type.
Open your template library and select Add Template, then choose Build with AI
Describe what you need, for example:
"Create a hot work permit template with a hazard identification section, expiry date field, approval workflow, and manual signature sign-off"
💡 You can also use the voice recorder to describe your requirements instead of typing. Review Storm's output in the template editor before publishing.
FAQs
Can I manage permit approvals electronically?
Yes — set up permit templates as workflows with automatic notifications at each approval stage. The right person is alerted when a permit is ready for their sign-off.
Can external users sign on to a permit?
Yes — include a manual signature field on the permit form so external users without a Dashpivot account can sign on directly.
How are permit records stored?
All permits are stored securely in the cloud and automatically added to a register. Records can be searched, filtered, shared, printed, downloaded, or exported at any time.
Can I track permit expiry dates?
Yes — use the Expiry Date field to display how many days remain before a permit expires, and set the form thumbnail to show the expiry date for quick visibility in the register.
Can I mark up drawings attached to a permit?
Yes — PDF drawings attached to a permit can be marked up directly in the Dashpivot mobile app.
Can I use an existing permit template?
Yes — free templates are available in the Dashpivot template library under Templates > Add Template > Browse free templates.