Introduction
Manage safety checklists and inspections in Dashpivot with digital templates your team can complete on site from any device. Keep records consistent, searchable, and audit-ready across every project.
How it works
Key Features
Consistent templates — Manage safety checklist templates across your workforce to keep data capture consistent across projects
Mobile and tablet — Access and complete checklists on site using the Dashpivot mobile app, available for iOS and Android
Photo capture — Attach photos on the spot while filling out the form in the app
Automatic register — Generate a register of all completed checklists and inspections automatically
Quick search — Filter and find checklist records fast using the register view
Analytics — Track how many checklists were completed over any time period with real-time charts
Best Practices
Include a photo field so photos and videos can be attached directly to the form
Use list fields where applicable (e.g. area or zone) to make it easy to find records later via the register view and filter by list items in analytics
Use conditional logic to trigger additional fields when a specific answer is selected
In template settings, sort forms by the date on the form rather than the creation date
In template settings, set the form thumbnail to display the zone or area of the inspection when working across a large site
Getting Started
Access a range of free Safety Checklist and Inspection templates from the Dashpivot template library. Go to Templates > Add Template > Browse free templates and search for the checklist type you need.
Using Storm AI Templates
You can use Storm to generate a safety checklist or inspection template tailored to your site or workflow.
Open your template library and select Add Template, then choose Build with AI
Describe what you need, for example:
"Create a safety inspection checklist for scaffolding works with a hazard identification section, photo fields, and pass/fail checkboxes"
💡 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 workers complete checklists from their phone on site?
Yes — checklists can be completed using the Dashpivot mobile app on iOS or Android, including attaching photos on the spot.
How are completed checklists stored?
All completed checklists and inspections 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 checklist completion rates over time?
Yes — use the analytics section to generate charts showing how many checklists were completed, by whom, and across which projects over any time period.
Can I set up different checklists for different project types?
Yes — you can create multiple checklist templates and deploy them to specific projects or teams.
Can I trigger extra fields based on an answer?
Yes — use conditional logic to show or hide additional fields depending on what a worker selects. This is useful for flagging hazards or capturing corrective actions when a fail is recorded.
Can I use an existing checklist template?
Yes — free templates are available in the Dashpivot template library under Templates > Add Template > Browse free templates.