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Geotechnical Permits in Dashpivot: Tunnelling Workflows, Sign-off & Records

Learn how to setup and optimise Geotechnical Permit Workflows in Dashpivot by following these best practices.

Written by Sam

Introduction

Dashpivot makes it easy to create, manage, and track geotechnical permits for tunnelling and subsurface work. Build permit templates with automated sign-off workflows, access active permits offline on any device, and keep a complete digital record of every permit — no paper, no back-and-forth emails.

How it works

How offline mode works

Key Features

  • Align the way site permits are processed across your team

  • Automatically send notifications when a permit moves to the next stage in a workflow for electronic sign-off

  • Automatically generate a register of all permits

  • Access active permits on the go via the mobile or tablet app, even when offline and without a wifi or cellular connection

  • 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 detail can be added, e.g. pothole photos, site conditions

  • Include a 'manual signature' field on the form so that external users without 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 permit templates from Dashpivot's Template Library. Go to Templates > Add Template > Browse free templates.

You can also generate a custom geotechnical 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:

"Geotechnical permit template for tunnelling work with sign-off workflow, expiry date field, photo field for site conditions, manual signature field, active and closed columns, and sorted by expiry date."

Select Generate, choose Permit to Work from the document type dropdown, then click Build. You can also use the voice recorder to dictate your prompt instead of typing.

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