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Depending on your MobileTech setup, you have the option to use the Job Safety Analysis to assess the safety of a work location before you complete a service or job appointment. Job Safety Analysis identifies safety standards and potential risks and hazards. After a Job Safety Analysis is complete, you can create a Job the Job Safety Analysis report. This report is attached to the service call for service appointments and or to the job cost code for job appointments. Depending on the setup, a Job Safety Analysis might be required before you can complete an appointment. The Job Safety Analysis report created by the current user stays on the device for the current and previous weeks. Depending on your company's setup, this report may also be automatically emailed to you when the device is synced.

Start the Job Safety Analysis

You can To 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. 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

...

for an appointment:

  1. Choose Appointments
  2. Select an appointment and choose Complete.
  3. Depending on your company's setup:

    • For a service appointment, a Job Safety Analysis inspection may be required once you change the appointment status or before you can complete the service appointment.
    • For a job appointment, a Job Safety Analysis inspection may be required before you can complete the job appointment.
    • If the Job Safety Analysis is not required, you can access the Job Safety Analysis from the service or job appointment completion form by selecting the Inspections tab and then selecting the Add icon. Select Job Safety Analysis from the list.
  4. The top of the JSA displays the date, Appointment ID, Inspector name (you), and the customer/location.
  5. Under General Information, enter the following:
    • Emergency Phone #
    • Location(s) of First Aid
    • Safety Shower/Eye Wash Location(s)
    • Description of Work Being Performed
  6. 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.
  7. If there are any other Hazards, you can add these in the Additional Hazard Assessments section.
  8. Under Review, you can indicate if the Location is Safe.
  9. Under Signature, enter your name and then sign the device.
  10. To save the JSA as In Progress, select the Save Image Removed icon icon. This does not complete the JSA.
  11. To complete the JSA, select the menu icon. 
  12. Select Complete with a Report. (You can also Cancel the Inspection or Continue Editing.)
  13. Select Yes to verify that you want to complete the JSAinspection.
  14. The Job Safety Analysis report displaysis run. You can also access this report by selecting the Reports Image Removed icon icon from the Service Call form. 
  15. In the report confirmation window, you are prompted if you want to show the report. Select Yes to view the report or select No to close the report window.