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How to Manage Hold Points and Witness Points on Dashpivot

Manage hold points and witness points digitally with Dashpivot — automate approval notifications, sign off from any device, and keep a complete register of every HP and WP across your projects.

Written by Sam

Introduction

Hold points and witness points can slow down your projects - and cost you time and money waiting for sign-off. But hold points and witness points are not the problem. They are necessary for maintaining quality and quality assurance between parties and stakeholders.

The problem with hold points and witness points is how they're handled. Managing approval signatures and cross-party communication with paper, rigid word and excel documents and emailing back and forth is time-consuming and ineffective when you're trying to deliver a project.

Dashpivot makes managing your hold and witness points process easy through simple workflow automations and digitisation. Using Dashpivot, completing hold points and witness points and signing them off digitally is easy no matter where you are or what device you are using. Once filled in or completed and signed off, Dashpivot workflows automatically notify the next person responsible for signing it off - whether they are an internal or external party.

Managing your witness points and hold points with Dashpivot speeds up and simplifies the entire process, making it professional and fast - meaning less time spent waiting on approvals and more time spent moving projects forward.

How it works

Key features

  • Access and fill out hold points and witness points on site using the Dashpivot mobile or tablet app

  • Attach photos and videos directly to the form

  • Automatically notify the next approver the moment a step is signed off — including external parties

  • Auto-number every hold point for easy reference

  • Auto-generate a register of all hold points and witness points

Best practices

  • Set up hold point and witness point release forms as workflows to standardise the approval process

  • Configure workflow notifications at each step so the right person is alerted instantly

  • Include a photo field on the template so visual evidence can be attached at each stage

  • In the template builder, turn on the form counter to automatically assign a unique number to each HP and WP

Getting started

You can access free hold point and witness point templates from Dashpivot's template library. Go to Browse free templates to get started.

You can also see an example of the Hold Point Inspection template here.

Storm AI Templates

You can also use Storm AI Templates to automatically generate hold point or witness point templates tailored to your approval workflow.

Learn more

FAQs

Can hold points be signed off remotely?
Yes — approvers can sign off hold points and witness points from any device, whether on site or remote.

Can external parties sign off on hold points?
Yes — Dashpivot workflows can notify and route sign-offs to external parties as well as internal team members.

How are hold points numbered?
Turn on the form counter in the template builder and Dashpivot will automatically assign a unique number to each hold point or witness point record.

Where do completed hold points appear?
All hold points and witness points are automatically added to a register in Dashpivot, where they can be searched, filtered, and exported at any time.

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