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Inspection Test Plans (ITPs) and Quality Checklists in Dashpivot: Templates, Workflows & Records

Manage ITPs and quality checklists digitally with Dashpivot — complete and sign off on multi-stage approval workflows on site from any device, and maintain a complete audit-ready record of every inspection.

Written by Sam

Introduction

Dashpivot gives your team a consistent, fully digital way to complete and approve inspection test plans (ITPs) and quality checklists on site — removing the coordination overhead of paper, Word docs, and PDFs across multiple approval stages.

Set up your ITP or checklist template as a workflow and Dashpivot automatically notifies the next approver the moment a sign-off is completed, keeping every record moving without manual follow-up.

How it works

Key features

  • Access and fill out ITPs and checklists on site using the Dashpivot mobile or tablet app

  • Attach photos directly to the checklist while completing it on site

  • Attach PDFs to forms and mark them up using the app

  • Auto-generate a register of all checklists, with editable and rearrangeable columns

  • Quickly export all forms for submission

Best practices

  • Set up your ITP template as a workflow and configure notifications to automate the approval chain

  • Set up checklist items using a table field with the prefilled table option selected

  • In the table, add columns for photos and attachments to capture evidence against each line item

  • Add a text field for lot number and in the template builder, display this field on the form thumbnail for easy identification

Getting started

You can access free ITP and quality checklist templates from Dashpivot's template library. Go to Browse free templates to get started.

Storm AI Templates

You can also use Storm AI Templates to automatically generate ITP or quality checklist templates tailored to your inspection requirements.

Learn more

FAQs

Can ITPs be completed on a phone or tablet on site?
Yes — ITPs and checklists can be filled out and signed off using the Dashpivot mobile or tablet app on iOS or Android.

Can I set up a multi-stage approval process for ITPs?
Yes — set up your template as a workflow and configure notifications so each approver is automatically alerted when it's their turn to sign off.

Can I attach photos or documents to an ITP?
Yes — you can attach photos and PDFs directly to the form, and mark up drawings or attachments using the app.

How are completed ITPs stored?
All completed ITPs and checklists are automatically added to a register in Dashpivot, where they can be searched, filtered, exported, or downloaded at any time.

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