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How to Manage Defects on Dashpivot

Manage defects digitally with Dashpivot — capture defect reports on site with photos and PDF markup, automate approval workflows, and track open and closed defects across your projects in real time.

Written by Sam

Introduction

Dashpivot gives your team a fast, digital way to capture, manage, and close out defects on site — replacing manual processes with automated workflows, photo evidence, and PDF markup that keep every defect moving through to resolution.

Use Dashpivot to reduce the time and admin required to manage defects, maintain a complete register of every record, and get a real-time overview of defect status across all your projects.

How it works

Key features

  • Access and create defect reports on site using the Dashpivot mobile or tablet app

  • Attach photos and videos to the form while on site

  • Attach and mark up PDFs using the mobile app

  • Automatically notify the next approver the moment a step is signed off — including remote sign-off

  • Auto-generate a register of all defects, filterable by category, type, status, date, and person

  • Export defect records as professional, company-branded PDFs

Best practices

  • Set up your defect template as a workflow to standardise the steps in your defect management process

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

  • Include a photo field so visual evidence can be attached at the time of capture

  • Use list fields for attributes like defect type, package, and status to make register filtering easy and enable pattern identification in analytics

  • Include a text field for defect title or description and display it on the form thumbnail in template builder settings for easy identification

Getting started

You can access a free Defect Management 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 defect management templates tailored to your review and approval workflow.

Learn more

FAQs

Can defects be reported from a phone or tablet on site?
Yes — defect reports can be created and filled out using the Dashpivot mobile or tablet app, including attaching photos and videos on the spot.

Can I mark up drawings or PDFs to show where a defect is?
Yes — PDFs can be attached and marked up directly within the Dashpivot mobile app to illustrate defect locations on drawings.

Can approvers sign off remotely?
Yes — Dashpivot workflow notifications alert the next approver automatically, and sign-offs can be completed from any device, anywhere.

How are defects tracked over time?
All defects are automatically added to a register in Dashpivot, where you can filter by type, status, date, and person, and use analytics to identify patterns across your projects.

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