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Depending on the MobileTech setup, the Job Safety Analysis might be available to help you 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 Safety Analysis report. This report is attached to the service call for service appointments or the job cost code for job appointments. Depending on the setup, a Job Safety Analysis might be required before you can complete an appointment.

Start the Job Safety Analysis

The Job Safety Analysis begins when the status of an 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 .

You can access the Job Safety Analysis regardless of the appointment status. However, if JobSafetyValidationLevel = REQUIRED in the setup options, you can't complete the appointment until the Job Safety Analysis report is requested.

To access the Job Safety Analysis for an appointment:

  1. Choose Appointments . 
  2. Select an appointment and choose Complete.
  3. Select Inspections .
  4. Select the Add  icon.
  5. Select Job Safety Analysis from the list.
  6. The top of the JSA displays the date, Appointment ID, Inspector name (you), and the customer/location.
  7. Under General Information, enter the following:
    • Emergency Phone #
    • Location(s) of First Aid
    • Safety Shower/Eye Wash Location(s)
    • Description of Work Being Performed
  8. 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.
  9. If there are any other Hazards, you can add these in the Additional Hazard Assessments section.
  10. Under Review, you can indicate if the Location is Safe.
  11. Under Signature, enter your name and then sign the device.
  12. To save the JSA as In Progress, select the Save  icon. This does not complete the JSA.
  13. To complete the JSA, select the menu icon. Select Complete with a Report. (You can also Cancel the Inspection or Continue Editing.)
  14. Select Yes to verify that you want to complete the JSA.
  15. The Job Safety Analysis report displays. You can also access this report by selecting the Reports  icon from the Appointment form. 
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