Complete a Job Safety Audit

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. The Job Safety Audit is only used with service appointments. The Job Safety Audit does not work with job appointments.

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. The JSA report cannot be requested until all of the required responses have been entered.

Start the Job Safety Audit Process

The job safety audit process 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, job safety tasks are available for you to complete when the appointment status is DISPATCHED.

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

1. Select Appointments. 
2. Select an appointment and select More.
3. Change the status of the appointment, if necessary. 
4. Select the designated job safety start status and select the Job Safety Tasks tab to view job safety tasks.
5. Select a task.
6. Complete the task by entering a response, as required.
7. Select Next to go to the next task or select the Save icon to return to the task list.
8. Continue completing job safety tasks until you finish all of them.