Dashpivot

I use Dashpivot as an asbestos register. The software has all the tools I need to custom-design my register and supporting records. Other products on the market don't offer this flexibility, and still cost over twice as much as this product does. It even lets users enter data and check the asbestos register from their phones in the field, and I can generate reports for staff and contractors that contains the essential information they need to know to keep themselves and others safe.

I often find myself re-customising my templates, as I learn from trial, error and experience. It would be really handy if my existing record entries could be re-populated with the current template's designs, so I could go back and fill in the blanks. What I have to do now is manually re-type the old data into the new template, which is okay now, but won't be feasible in the long-term.

Easy to set up.
Simple to submit electronic templates.
Efficient managerial sign off.
All positive feedback from site workers.

The ability for the approver in Dashpivot to make adjustments to a template without sending the timesheet back to the operative in the workflow column would be useful for us. The 'make changes' button is misleading as this removes the operatives signature.

It is relatively simple to stablish a quality management system for a certain number of worklots and group them, simple to stablish ITPs and ITCs in the system, is very visual, you can easily access it on the phone. For a small project it could be ok, over 2m dollar project, I would consider a different solution. If you don't have an external client, could also be ok.

-UX is poor you cannot read and adjust the full name of worklots on the left side of the screen.
-Register view is poor, you cannot filter ITPs and ITCs, etc...
-It has no "eagle eye" view of th system, you cannot know in a glance the status of worklots, itps, etc... we had to do massive exports of csvs and run power bi dashboards which merited an IT project by itself. Dashpivot was fully aware of the issue and their assistance was minimal to null, and we were their bigger project at that time.
- The signatures are not very secure, anyone can modify ITCs, ITPs, tampering with the system, it is hard to stablish more nuanced roles in the system.
- The PDF exports are not adequate, if a template is bigger than a pdf sheet, it gets cut and becomes unreadable. Not nice...And you cannot adjust.
-Search function is non existent, good luck finding something if you don't know where it is.
-You cannot reorder templates once they are set.
-Hard, again, to follow up anything on register review, if for example, you have multiple signatures in one itc, you have to enter it to see what is going on there.
-The CSVs exports are rubbish, the template gests disordered and becomes unreadable, makes very hard to do any data anaylisis of it. Again, we have made it known to them, receiving in 3 years, zero solutions.
-Pasting things out of tables and making Dashpivot work with excel, other solutions is not intuitive, there are two type of tables, one you can do it, but it becomes hard to export, and the other vice versa, this is not transparent.
-Many ITCs ITPs become broken and could not be downloaded due to attachments not being to Dashpivot liking...
-Their solution, to export data, flowsite, is green, has many of the same issues of lack of visibility, requires big IT set up, etc...
-Unreliable, not thought for many people working on same template, if more than one person works on the same template, one erases the other. We lost valuable commissioning information due to this. photos also did not upload some time, the system is dependant on one person working alone at a template (itc for example) and having good internet, which is an ideal situation that cannot happen all the time.
-Once you set up a template, you cannot change it without erasing all signatures associated with it, this which is done for not tampering the template ignores the fact, that the system allos you to add comment, remarks, etc on signed things that should be closed...It is either flexible or rigid, this is not either, on a bad way.

-Easy to make new templates to suit our requirements, and easy to alter our existing templates to make them better.
-User friendly, we have all our main guys on it, and they have all found it super easy to use and to figure out without any help, even a few of the older guys have picked up how to use the templates quickly.
-Dashpivot has been great for us to be able to keep an eye on everyone's paperwork, we can see if any information is missing straight away and it is easy for our guys to get on the app to fix it straight away. During claims we rely on the paper work to be spot on so its good that we can track it throughout the month to make sure everything is up to scratch, compared to when we used to be using paper we only saw the daily diaries at the end of the month and by then if information was missing it was a bit hard for us to fix it.
-The new conditional formatting in the templates is awesome, it is great that we can make extra questions appear if certain criteria is met, it makes the forms look so much tidier. It is great for our incident/accident forms.

Not a dislike, but more a couple of things that need to be added:
-Certain forms that we have need to be accessed by all our workers (such as incident forms), currently only our lead guys have access, it would be good if we could assign users to certain forms that are not for everyday use.
-We use dashpivot to upload all the project photos, currently to send them to clients we have to download all photos to send to the client, it would be good if we could send them a link that allows them access to the photos for a certain project.