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How to Manage Lots and Lot Records on Dashpivot

Manage lots and lot records digitally with Dashpivot — auto-generate a register of all lots, track open and closed status in real time, and export records as professional PDFs for submission.

Written by Sam

Introduction

Dashpivot gives your team a consistent, digital way to manage lots and track quality progress across your projects — eliminating the manual updating and duplication of work that comes with paper and legacy systems.

All lot records are automatically organised into a searchable register, giving you real-time visibility of lot status and a complete audit trail ready for submission at any time.

How it works

Key features

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

  • Quickly export lot records for submission as professional, company-branded PDFs

Best practices

  • Use list fields for attributes like open/closed status so you can filter the register view and break down analytics charts by lot status

  • In the template builder settings, set the form thumbnail to display lot status so open and closed lots are immediately visible

  • Configure the register view to show the most important information on the left so it's always visible

Getting Started

You can access a free Lot Register template 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 lot management templates tailored to your quality process requirements.

Learn more

FAQs

How are lot records organised in Dashpivot?
All lot records are automatically added to a register where you can filter by status, rearrange columns, and search for specific lots at any time.

Can I track which lots are open or closed?
Yes — use a list field for lot status and set the form thumbnail to display it, so open and closed lots are easy to identify in the register view.

Can I export lot records for submission?
Yes — lot records can be exported as professional, company-branded PDFs directly from Dashpivot.

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