Single Submission Sitemate Links let anyone submit a form via the free Sitemate app without needing a Dashpivot account. This works well for remote toolbox talks, where all company or project personnel can complete a toolbox meeting electronically and submit a record directly into your Dashpivot account. All submitted records are automatically organized into a register in Dashpivot, making it easy to see who has completed the toolbox and when.
📓 Please note: none of the people filling out toolbox talks need to be paid Dashpivot users — they use the free Sitemate app to submit toolbox records at no cost.
Tutorial
How to create a Single Submission Sitemate Link for remote toolbox talks
Go to the team folder where you want your toolbox records to be submitted
Go to the Templates section
Go to the Links tab
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 a toolbox will become a paid Sitemate Form User
Click Create Link
Give your link a name and select your toolbox template
Click Create
Note: if you don't have a toolbox template yet, you can access a free one from the Public Template Library. For a remote toolbox talk where the topic is pre-written (e.g. by a safety manager), much of the information on the template will need to be pre-filled text — this can be added via the template editor.
Once created, distribute the Sitemate Link to the relevant personnel so they can fill out and submit the toolbox.
How to get personnel to complete and submit toolbox talks
Send the newly created link to the relevant people so they can complete the toolbox. There are two options:
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
When someone clicks the link or scans the QR poster, the toolbox template is added to their Sitemate app for them to complete and submit.
Use Storm AI Templates to build your toolbox talk forms faster
Storm can generate a draft toolbox talk form based on a simple prompt. For example: "Create a remote toolbox talk form covering a weekly safety topic, with pre-filled content fields, attendee acknowledgement, and a sign-off section." You can then edit the generated template to match your requirements.
FAQs
Do workers need a Dashpivot account to complete a remote toolbox talk?
No — workers only need the free Sitemate app. They do not need a Dashpivot account to submit toolbox records.
Is there a cost for workers submitting toolbox talks?
If you use a Single Submission Sitemate Link, workers can submit toolbox records for free. If you accidentally use an Ongoing Submission link instead, workers will become paid Sitemate Form Users — so make sure you select the correct link type when setting up.
Where do submitted toolbox records go?
All submitted toolbox records are automatically organized into a register in Dashpivot, where they can be searched and filtered to see who has completed the toolbox and when.
How do I share the toolbox link with my team?
You can copy the link and send it via email or text, or download a QR code poster that workers can scan with their smartphone.