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Tunnelling technology: Geotechnical permit software - Duration: 7:23.
Hi everyone, it's Sam from Sitemate. Permits are authorising documents
containing approvals to proceed with usually hazardous types of works, and in
this video we're going to look at how you can set up a tunnelling permit or
permit to tunnel inside of Dashpivot so that you can organise and track your
permits with greater speed and with greater control. So we've already gone
ahead and set up this tunnelling permit inside of Dashpivot and you can see that
it's been set up as a workflow which means that if I was to add a permit by
clicking this button over here, the permit is first going to sit in this
first column and then as it gets signed it's gonna move from column 1 to column 2
to column 3 and so on until ultimately it expires and is closed out. So I'm
gonna go ahead and add a new permit you see that we've already set up this
template with a series of fields so we can start to fill this out, we've got
dropdowns and text fields and so on; one of the really handy things about permits
in particular is the ability to set up expiry dates so if I was to open this up
and pick the 30th as the expiry date, you see that it automatically shows me how
many days are left before we reach this date and so if I was to open up this
permit tomorrow it would say 7 days, then after that 6 days and so on until we
reach the 30th in which case it would just say expired, so it's a really handy
way to automatically sort of track how many days are left as we go, as we
continue through the permit. Another handy thing is the ability to add photos,
so if you're using the Dashpivot app you can open up this form, click on the "add
photos" button it'll open the camera and you can just take a photo, you can add
comments, you can add tags as you normally would using the Dashpivot app
and then once you save that that will get added directly onto this form here,
and as we continue down the form you'll see that we have some sections for some
signatures and you see that this one tells me that if I sign it it's going to
move it to the next column, so this is the way that it that the form or in this
case this permit is able to move from the first column to
the second column, and we've got several of these signatures that tell us that
they're going to move it to the next column, but these ones are
disabled and the reason for that is that these particular approval signatures
need to happen in sequence, they can't happen in any random order
they have to be done as per the way that you've configured your workflow, so I'll
show you that in a second. The last thing I want to show you on the form itself
is the ability to upload PDFs and mark them up, so in this case maybe you've got
a PDF of the face, so the cut face, and you need to mark that up if you're
using the Dashpivot app it's very easy to open up that PDF and then you can mark
it up red line mark it up, you can add some annotations if you need to and add
any other additional details on the actual drawing itself, and then you can
save that and that will be attached and linked to this form, and once you're
happy with it you can click this "Save" button down the bottom and you'll see
that we've now got this permit sitting in this very first column, and I'll show
you just quickly how to move it across, so as I said before the approval
signatures is how this works so if I was to click sign next to engineer it's
gonna stamp my signature, my name, the time and date, and you'll see that the
next one is now enabled, so if I want to save this it's now in the second column,
I could go and open up this form again and then find the next signature, sign it
off and it's going to move to the next column and the next and the next. One
of the cool things about Dashpivot is the ability to set up notifications so it's
very easy to click this little icon here and decide who it is that we want to
notify when a permit moves into this column for example, so the project
manager column, so in this case maybe the project manager is Josh so I can click
on Josh's name and I can be assured now because it tells me that if I was to
sign off this permit and it was to move into this project manager column then
josh is going to be the person who receives an email notification that the
permit has moved into this column here, and Jeff can open up his email click on
the link to view the permit open it up inside of Dashpivot, fill out the relevant
details and review the permit and then he can sign it off and move it in this
case to the active column, so that's how we can set up workflow notifications and
that's how we can move it from one side to the other. The last thing that I want
to mention particularly for permits to tunnel is the ability to access and fill
out these permits while you're underground or if you're in a remote
area. Dashpivot is able to work offline, so if
you're using the Dashpivot app and you don't have a Wi-Fi connection or you
don't have a cellular connection the app still works offline and then once you
return to the surface and you regain a connection it's going to synchronise all
of that information back up into the cloud into Dashpivot for everyone else in
the team to access, so over time you're going to end up with something that
looks a little bit more like this where you might have several permits inside of
your workflow. What's really handy about Dashpivot is the ability to convert all
of these forms that have been filled out into a register, so it can just toggle it
from this workflow view to this register view and you see that we've got all of
our all of our forms, and effectively what we've done is we've converted all
of the fields into different columns and that's what you see here and it's really
handy in this format because if we needed to pull up all of the permits for
a particular control line or a particular Road header it's very easy to
do that inside of the register view, and we can apply filter pull up that
particular record and then if for whatever reason we need to export it we
can do that as well, we can make a selection and click any of these options
across the top so export to CSV if we need to open it inside of Excel, we can
export this whole register as a PDF if we need to, or we can download multiple
forms as their original sort of PDF formats so that's all possible in here.
If you want to get started with tunnelling permit
the easiest way to do that is to click on "add new permit" inside of the
permit section, you see that we've got a choose from free public template library
option if you click on that and you search for a permit to to tunnel or
tunneling permit you should be able to find this permit which I've shown you
today, and while you're there feel feel free to check out some of the other
templates that we have across safety, environment, quality, geotech, survey
commercial there's a lot of templates in there that are ready to go off the shelf
so feel free to check those out. And that's how you can organise and track
your geotechnical permits with greater speeding control using Dashpivot.
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