Introduction
Dashpivot makes it easy to create, manage, and track environmental permits across your projects. Build permit templates with automated sign-off workflows, manage approvals from any device, and keep a complete digital record of every permit — all in one system.
How it works
Key features
Align the way permits are processed across your team
Automatically send notifications when a permit moves to the next stage in a workflow for sign-off
Automatically generate a register of all permits
Access active permits on the go via the mobile or tablet app
Mark up any PDF drawings attached via the mobile app
Download, print, or send your forms as PDFs with professional layout and company branding
Best Practices
Set up your permit templates as workflows to align the approval process. We recommend including an 'active' column to clearly indicate which permits are currently active, and a 'closed' column for permits which have expired and been closed out
Set up workflow notifications to notify the right person for sign-off at each step
Use the 'Expiry Date' field to indicate how many days are left before the permit expires
Include a photo field so that additional visual detail can be added
Include a 'manual signature' field on the form so that external users (who don't have a Dashpivot account) can sign the permit if applicable
In the template settings, set the form thumbnail to display the permit expiry date
When viewing the register, click Edit Columns and move the Expiry Date to the top so that it appears in one of the first few columns and is always visible
Getting Started
You can access a range of free environmental permit templates from Dashpivot's Template Library. Go to Templates > Add Template > Browse free templates.
You can also generate a custom environmental permit template using Storm AI Templates. Go to Templates > Add Template > Build with Storm, then describe the template you need in the prompt field — for example:
"Environmental permit template with sign-off workflow, expiry date field, photo field, manual signature field, active and closed columns, and sorted by expiry date."
Select Generate, then click Build. You can also use the voice recorder to dictate your prompt instead of typing.