Introduction
Site inductions are a legal and safety requirement on most construction and industrial sites, but managing them with paper forms creates admin overhead and gaps in your records. Dashpivot lets you run digital site inductions that are faster to complete, automatically organized into a register, and instantly exportable for compliance.
How it works
Key Features
Keep the induction process consistent across all your projects
Automatically generate a register of everyone inducted
Filter and search the register to find specific induction records
Export the register to Excel when needed
Best Practices
Include a photo field so pictures of certifications can be attached where required
Use list fields (for example, company name) so records can be filtered quickly in your register and analytics
Use checkbox fields with Yes/No/NA options and comment fields where applicable
In template settings, display the inductee's full name on the form thumbnail so inductions are easy to identify
In template settings, set forms to sort by the date on the form rather than the creation date
Getting started
You can access a free site induction template from Dashpivot's template library. Go to Templates > Add Template > Browse free templates.
Use Storm AI Templates to build your site induction forms faster
Storm can generate a draft site induction form based on a simple prompt. For example: "Create a site induction form for a construction project including emergency procedures, PPE requirements, and signature fields." You can then edit the generated template to match your site requirements.
For more on building a complete safety management system, visit sitemate.com/systems/safety-management-system.
FAQs
Can inductees complete the form on their own device?
Yes — site induction forms can be filled out on any computer, tablet, or mobile device. Inductees can complete the form themselves, and it's automatically sent into Dashpivot once submitted.
Is a register of completed inductions created automatically?
Yes — all completed site induction forms are automatically organized in Dashpivot and can be converted into a register, making it easy to see who has been inducted and when.
Can I export site induction records?
Yes — the register can be exported to Excel at any time for reporting or compliance purposes.
Can I use site inductions across multiple projects?
Yes — you can keep the induction process consistent across all projects to ensure every site follows the same process.