What is a JSA? - Job Safety Analysis (JSA) is a systematic procedure that breaks each job/task into key training sequences, identifies safety elements of each job/task step, and coaches the employee, supplier or subcontractor on how to avoid potential safety hazards.
A list of JSAs can be found by navigating to the relevant Job > Safety > JSA. If your supplier, staff member, and/or contractor have a repeatable JSA that needs to be completed, you can create a template under JSA Templates or within Job Templates > JSA.
To create a new JSA, navigate to the relevant Job > Safety > JSA and complete the following steps:
Click the + JSA button in the top right of the screen.
You will be asked to name the JSA and link it to a specific task within the job, and you can choose to create from blank or use a pre-existing JSA template.
You can add steps, assess hazards, identify the risk level and allocate safety measures for each line step. Refer to the risk assessment code matrix (shown in the image above) to help rate the impact and the likelihood of a safety issue; this is used as a guide only. You can pre-fill the steps, and the staff member, supplier, or contractor can add further steps or suggest edits before they accept the JSA.
You can choose to link the JSA's due date to an item on your job schedule using the schedule item dropdown.
Next, set the reminder date. Clicking on the ✏️ icon will bring up the Edit Reminder side-menu. From this screen you can choose to send the JSA to your staff member, supplier, or contractor via email or SMS. You can also set the reminder due date as a specific date on the calendar or a date linked to the start/completion date of a job schedule item.
Under the Assigned To section, if the checkbox is ticked and the JSA is linked to a scheduled item, the JSA will automatically be assigned to the contact (staff/contractor/supplier) who is assigned to the scheduled item. Multiple contacts can be assigned to a JSA.
Once all the details above are complete, click on the drop-down Send and Approval where you can Download the JSA or click on Send for Approval.
If the assigned contact has portal access enabled, the JSA will be displayed in the Subcontractor portal. They will also receive an email notifying them of an outstanding JSA.