You can use the Job Safety Analysis (JSA) template from the service and/or job appointment completion form. The MobileTech+ template focuses on specific questions about the site, enabling the technician to identify hazards and document steps to mitigate risks. When the job safety analysis is completed, a JSA report is generated as a PDF file and is attached to the service call on the device. When synced to Signature, the JSA is attached to the service call (for service appointments) or the job's cost code (for job appointments). To have the report automatically emailed to the technician, you will need to Set Up Report Email Options for Job Safety Audit option, selecting Service, Job Cost, or All. This feature is available if you have purchased MobileTech+.
The JSA report is also available as an attachment in Microsoft Dynamics GP.
If the JSA is created for:
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A service appointment, the attachment is saved to the service call.
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A job appointment, the attachment is saved to the job's Cost Code.
If you prefer to use the legacy JSA Task List while using MobileTech+, you do not have to complete the setup steps below. This can be enabled in MobileTech Admin Setup Options in the Job Safety Tasks section. Set UseJobSafetyTasks to True.
In addition to the Mobile Admin JSA Setup Options (see Job Safety Tasks), you must complete the steps below to enable Job Safety Analysis from the Resco Cloud Dashboard. You will also need to complete the steps in Working with MobileTech+. To review the steps for completing a Job Safety Analysis on a device, please go to Complete a MobileTech+ Job Safety Analysis in MobileTech Help.
To enable the Job Safety Analysis form and report, you will need to complete the following steps.
Import the Job Safety Analysis Report to Report Designer
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In MobileTech Administration, go to Tools > Launch Resco Cloud Dashboard.
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On the Reports tile, select Open Reports.
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Select Import.
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The window opens to the previous location (Program Files (x86)/Signature/MobileTech/Admin/MobileTech+/Templates).
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Select Job Safety Analysis.xml.
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Select Open.
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In the Import New Mobile Report window, enter the Name of the report: Job Safety Analysis.
IMPORTANT: This report name must match the report filename. -
Select OK.
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Select the Job Safety Analysis report.
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Select Activate.
Import the Job Safety Analysis into the Template Designer
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From the top left navigation, click the back arrow to exit Report Designer.
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From the Template Designer tile, select Open Template Designer.
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From the menu bar, select Import.
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Navigate to the Program Files (x86)/Signature/MobileTech/Admin/MobileTech+/Templates folder.
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Select Job Safety Analysis.qbuilder.
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Select Open.
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Select Next.
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Select Next.
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Select Import.
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Select Close.
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In the Templates List window, select Job Safety Analysis.
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From the menu bar, select Publish.
Use Job Safety Unsafe Status Setup Option
If setup option “JobSafetyUnsafeStatus” is set and the Job Safety Analysis report is completed with “Is location safe?” set to “No”, then the appointment status will be set to the JobSafetyUnsafeStatus. The appointment cannot be completed and will be removed from the device on the next sync. See Job Safety Tasks for more information.