Depending on the MobileTech setup, job safety audit (JSA) tasks might be available to help you assess the safety of a work location before you complete a service appointment. Job safety tasks identify safety standards and potential risks and hazards. After a job safety audit is complete, you can create a Job Safety Audit report. 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.
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The JSA report cannot be requested until all the required responses have been entered. This report is created when you click the Generate button.
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You may be required to sync your device after requesting the JSA report. See Mobile Device Global Settings.
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If UseEventBasedSync is set to True, the Sync window opens. If there are pending changes to the Appointment form, first prompt with option to save or discard appointment changes.
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If this option is set to False, you will need to manually sync your device to see the report.
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Start the Job Safety Audit Process
The job safety audit starts when an appointment's status matches the predefined starting status. For example, if the starting status is DISPATCHED, job safety tasks become available at that status.
You can access job safety tasks at any appointment status. However, if JobSafetyValidationLevel is set to REQUIRED in setup, you must request the Job Safety report before completing the appointment.
To complete a job safety audit:
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Select Appointments.
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Select an appointment and select More.
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Change the status of the appointment, if necessary.
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Select the designated job safety start status and select the Job Safety Tasks tab to view job safety tasks.
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Select a task.
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Complete the task by entering a response, as required.
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Select Next to go to the next task or select the Save icon to return to the task list.
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Continue completing job safety tasks.
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After completing all job safety tasks, click the Generate button to create the JSA report.