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How to Complete Inductions via the Sitemate App on Dashpivot

Enable anyone on site to complete and submit induction forms digitally via the free Sitemate app — no Dashpivot account needed — and automatically build a searchable induction register in Dashpivot.

Written by Sam

Single Submission Sitemate Links let anyone submit a form via the free Sitemate app without needing a Dashpivot account. This works well for inductions, enabling hundreds of personnel to complete their induction paperwork electronically and submit it directly into your Dashpivot account. All submitted records are automatically organized into an induction register in Dashpivot, making them easy to search and filter when needed.

📓 Please note: none of the inductees need to be paid Dashpivot users — they use the free Sitemate app to submit inductions at no cost.

How to create a Single Submission Sitemate Link for Inductions

  1. Go to the team folder where you want your induction records to be submitted

  2. Go to the Templates section

  3. Go to the Links tab

  4. Make sure you are in the Single Submission section (this is the default). If you are in the Ongoing Submission section and create a link, every person who submits an induction will become a paid Sitemate Form User

  5. Click Create Link

  6. Give your link a name and select your induction template

  7. Click Create

Note: if you don't have an induction template yet, you can access a free one from the Public Template Library.

Once created, distribute the Sitemate Link to the relevant personnel so they can fill out and submit their induction.

How to get workers to submit inductions

There are two ways to distribute your newly created link:

  • Copy the link and send it as a URL — for example, via email or text message

  • Download a QR code poster that opens the link when scanned with a smartphone, and stick it on the wall of your site or office

The link can also be forwarded or shared, so you don't need to know exactly who to send it to — whoever receives it can use it. Personnel can even complete the induction form before they arrive on site to save time on the day.

Use Storm AI Templates to build your induction forms faster

Storm can generate a draft induction form based on a simple prompt. For example: "Create a site induction form for a construction project including emergency procedures, PPE requirements, site rules, and a sign-off field." You can then edit the generated template to match your site requirements.

For more on building a complete safety management system, visit sitemate.com/systems/safety-management-system

FAQs

Do inductees need a Dashpivot account to complete an induction?
No — inductees only need the free Sitemate app. They do not need a Dashpivot account to submit induction forms.

Can inductees complete the form before arriving on site?
Yes — the induction form can be completed and submitted before arriving on site, saving time on the day.

Where do submitted induction records go?
All submitted induction forms are automatically organized into a register in Dashpivot, where they can be searched and filtered to find specific records quickly.

Can the induction link be shared or forwarded?
Yes — the link can be forwarded or shared freely. Whoever receives it can use it to complete and submit their induction.

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