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Start the Job Safety Analysis
You can access the Job Safety Analysis regardless of the appointment status. However, if JobSafetyValidationLevelService (and/or JobSafetyValidationLevelJobCost) = REQUIRED in the Admin setup options, you can't complete the appointment until the Job Safety Analysis report is requested. With the respective setup option set to OPTIONAL, the Appointment Completion window displays instead of the Job Safety Analysis.
With the assumption that the setup option is set to REQUIRED:
- For service appointments, the Job Safety Analysis begins when the status of a service appointment matches the job safety starting status that was defined during setup. For example, if the starting status is DISPATCHED, the Job Safety Analysis displays for you to complete when the appointment status is DISPATCHED.
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- If you attempt to complete the appointment without the Job Safety Analysis completed, the JSA inspection form opens.
- For job appointments, the Job Safety Analysis begins when you select the job appointment and then select Complete.
| Note |
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You can access the Job Safety Analysis regardless of the appointment status. However, if JobSafetyValidationLevelService (and/or JobSafetyValidationLevelJobCost) = REQUIRED in the setup options, you can't complete the appointment until the Job Safety Analysis report is requested. |
Choose Appointments 
. To access the Job Safety Analysis for an appointment:
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- Select an appointment and choose Complete.
- Select Inspections
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- Select the Add
- Select Job Safety Analysis from the list.
- The top of the JSA displays the date, Appointment ID, Inspector name (you), and the customer/location.
- Under General Information, enter the following:
- Emergency Phone #
- Location(s) of First Aid
- Safety Shower/Eye Wash Location(s)
- Description of Work Being Performed
- Complete the Identify Potential Hazards section. When you identify that a task is a potential hazard, you are required to enter what makes the task a hazard and how you can mitigate or eliminate the hazard.
- If there are any other Hazards, you can add these in the Additional Hazard Assessments section.
- Under Review, you can indicate if the Location is Safe.
- Under Signature, enter your name and then sign the device.
- To save the JSA as In Progress, select the Save
- To complete the JSA, select the menu icon. Select Complete with a Report. (You can also Cancel the Inspection or Continue Editing.)
- Select Yes to verify that you want to complete the JSA.
- The Job Safety Analysis report displays. You can also access this report by selecting the Reports