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Depending on the setup, a job safety audit might be required before you can complete a service appointment. If any of the responses are required, which is indicated with an asterisk *, you must complete the response before you can navigate to the next response. You can exit the form by clicking the back button and selecting Discard Changes. The JSA report cannot be requested until all of the required responses have been entered. |
Start the job safety audit process
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You can access the job safety tasks regardless of the appointment status. However, if JobSafetyValidationLevel = REQUIRED in the setup options, you can't complete the appointment until the Job Safety report is requested. |
- Choose Appointments
Image Removed. - Select an appointment and choose More.
- Change the status of the appointment, if necessary.
- Select the designated job safety start status and choose the Job Safety Tasks
Image Removedtab tab to view job safety tasks. - Select a task.
- Complete the task by entering a response, as required.
- Choose Next to go to the next task or choose the Save
Image Removed icon to return to the task list. - Continue completing job safety tasks until you finish all of them.
