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Environmental Checklists in Dashpivot: Templates, Mobile Capture & Records

Manage environmental checklists on site with Dashpivot. Capture data on mobile, attach photos, auto-generate registers, and access free templates.

Written by Sam

Introduction

Environmental checklists are one of the most reliable mechanisms for ensuring that your projects are confirming to environmental standards, and that your environmental checks and record keeping is thorough.

But completing and managing environmental checklists can be time-consuming and frustrating, from capturing the checklist and information on site to organising that data back in the office.

Dashpivot streamlines your whole environmental checklist and management process for you. You can quickly and easily complete your checklists directly on site with your mobile or tablet, and all of that information is automatically synced to the software, so that you, the environmental team, or management have a reliable record of every checklist with all of its important information.

Instead of managing checklists and environmental processes with 3 or 4 systems, Dashpivot brings it all under one platform which saves you time and ensures compliance at every level of your organisation.

How it works

Key features

  • Streamline your safety checklists across your workforce or project

  • Access and fill out checklists on site using the Dashpivot mobile app (also available for tablets)

  • Attach photos on the spot while filling out the form in the app

  • Markup PDF attachments using the mobile app (draw and annotate)

  • Automatically generate a register of all your checklists, with ability to quickly filter and find checklist records

  • Easily see how many checklists were filled out over a specified time period eg. last month

Best Practices

  • Include a photo field so that photos and videos can be added to the checklist as it's filled out on site

  • Use list fields where applicable (eg. area), to make it easy to find records later via the register view, and filter by the list items on any analytics charts

  • In the template settings, make sure the forms are sorted by the date on the form (not the creation date)

  • In the template settings, set the form thumbnail to display the zone/area of the inspection if working on a large site.

Getting Started

You can access a range of free environmental checklist templates from Dashpivot's Template Library. Go to Templates > Add Template > Browse free templates.

You can also generate a custom environmental checklist template using Storm AI Templates. Go to Templates > Add Template > Build with Storm, then describe the checklist you need in the prompt field — for example:

"Environmental checklist for demolition of a single-storey commercial building adjacent to a waterway, including photo fields, area/zone list fields, and sorted by form date."

Select Generate, choose ECL (Environmental Checklist) from the document type dropdown, then click Build. You can also use the voice recorder to dictate your prompt instead of typing.

FAQs

Can I use Dashpivot for environmental checklists on site?
Yes. The Dashpivot mobile app (iOS and Android) lets you complete environmental checklists directly on site, attach photos, and sync records automatically — no internet connection required during capture.

Does Dashpivot have free environmental checklist templates?
Yes. Dashpivot includes a free public template library with ready-to-use environmental checklist templates. You can access these via Templates > Add Template > Browse free templates.

Can I track how many environmental checklists have been completed?
Yes. Dashpivot automatically generates a register of all completed checklists. You can filter by date range, area, or other list fields, and view completion counts over any time period.

Can I attach photos to an environmental checklist?
Yes. You can attach photos directly within the form as you fill it out on site using the mobile app.

Can I generate a custom environmental checklist template?
Yes. Use Storm AI Templates to describe the checklist you need and automatically build a template — go to Templates > Add Template > Build with Storm.

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