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 — it now shows as a colour-coded badge (green = current or future, red with warning icon = expired) for quick visibility
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 track permit expiry. Dates now display as a colour-coded badge in both the register view column and the form thumbnail: green for current or future dates, red with a warning icon for expired dates.
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.