Pothole records [utility service locating] with Dashpivot - YouTube

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Hi everyone, it's Sam from Sitemate. Utility locating and pothole records are
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visual records of existing or recently installed utilities usually containing
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non spatial information such as photos sketches, notes, things like that, and in
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this video we're going to look at how you can capture and organise your
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utility locating records inside of Dashpivot so that you can quickly refer to
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them and access high-quality safety records whenever they're required, and
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pass that information to the people who need it.
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So we've already set up a pothole record or utility locating record depending on
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how you name the template, and you see that nothing has been created just yet
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so I'm gonna go ahead and click this add record" button over here you'll see that
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the template has already been set up with a series of fields so we can start
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to fill out some of these, maybe it's our first pothole, we've got a sketch field
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here so this is really handy using the the tablet or app or on the website of
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course we can start to draw maybe this is a road and we've got some services
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that running down here some utilities here, and maybe we want to just indicate
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how deep they are so maybe it's 800 millimeters deep and we can just we can
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pull that across and organise this information however we would like, we can
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pick up the pieces and rearrange them and we can add shapes and things like
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that. The sketch tool is really handy for for all of that, we've saved that now
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onto our form a couple of other things that we can do is we can add photos so
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if we're using the Dashpivot up and we're out in the field we can click on the "add
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photos" button it'll open up the camera you can take a photo and then you can
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add a description as you normally would using the Dashpivot app and then you
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can add some tags if required once you click "Save" it's going to add those
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photos to this form which obviously very easy to reference later, on as I continue
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down the form here we've got some checkboxes, I'm just making this up on the fly
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and at the bottom we've got a section for adding attachments so if we had a
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drawing or a plan of the site which we've uploaded onto this particular form,
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if we're using the Dashpivot app we can actually mark that up so we can click on
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the PDF open up the drawing and we can zoom in and add some annotations if we
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need to we can mark it up we can add text all sorts of things, and add that
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extra detail once we hit save that's going to be added to this form and then
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once we've filled out the form we can click "Save" and now we've got our record
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sitting here inside of Dashpivot and it's really easy to send this to someone
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if you need to you can click the send button type in the email address
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and email it to them as a PDF or you can just download the original PDF yourself
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using this button here over time you're probably going to end up with something
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that looks a little more like this, we've got records stored day by day and what's
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really handy about Dashpivot is the ability to convert this we call it a
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'Timeline view' into a register so I can just click on this register view and it
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will take all of the all of the forms that we've filled out already and
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basically just put them in order and display all of our fields that we are
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filling out as columns, so you can see that we've got a column for all of our
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photos that's been added in here, we can customise this register view by clicking
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this edit columns button we can turn certain columns on or off or rearrange
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them however we'd like, but I think this one's pretty good it does become really
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easy to filter for information later on so if we've got you know a date field
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here we can apply a filter and look for our most recent potholing records if we
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need to and once we found them we can also export them, so if I make a
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selection the exporting options appear at the top we've got an option to export
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it as a CSV if we need to open it up inside of Excel but we've also got the
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ability to export this whole register as a PDF or we can download each of these
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individual forms as a PDF as well so that's all that's all available and
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inside of Dashpivot. If you want to get started with a utility locating template
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or a pothole record, the easiest way to do that is to go to the templates
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section, if you click on add new template we've
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actually got some free templates that you can get started with so you can
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click on choose from free public template library you can go in there and
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search for pothole record or utility locating record, should be able to find
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one in there that you can just use that's ready to go like I've shown you
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in this video, and while you're there feel free to check out our other
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templates we've got environmental templates, safety templates, quality
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commercial, survey, geotech etc they're all they're all in there ready to go you
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can also build one from scratch if you need to, and that's really how you can
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capture and organise your utility locating records with Dashpivot.