Sitemate Links are created and stored within Team folders in your Dashpivot workspace. You can access both Ongoing and Single Sitemate Links from different sections within the relevant Team folder.
Prerequisites
Before you begin make sure you have the following:
Plan: Pro
Permission: Team Controller, Project Controller, or Org Controller
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot
Step-by-Step Instructions
Note: only Team Controllers, Project Controllers and Organisation Controllers can create Sitemate Links.
Go to the Users section at the Team folder level
Go to Sitemate Paid Users
Click Create Link
Give the link a name and select the relevant templates (yes, you can create a multiple)
Click create
From there, you can distribute the link to the relevant people to click on and submit, or print a QR code poster for anyone to scan to gain access and submit forms.
Common Use Cases for Ongoing Submission Sitemate Links
Timesheets
Machine/Vehicle Pre-Starts
Take-5s
Job Safety Analysis (JSA)
If you get stuck using this feature, please reach out to us:
If you are a Dashpivot user, please contact us via live chat on www.dashpivot.com
If you are a Sitemate app user, please contact [email protected]