Set Up Job Safety Audit (JSA) Information

Use this information to set up JSA task lists and task codes in Microsoft Dynamics GP. For more information, see the Service Management documentation.

For information about the JSA setup options in MobileTech Administration, see Job Safety Tasks.

If any JSA task responses are marked as required in Service Management, the Legacy JSA Report can not be requested until all required responses are entered.

Create an Unsafe Work Environment Indicator

If technicians determine there are safety issues that could prevent them from performing work, those technicians can alert the office that the site is unsafe and provide a record in the host system. 

To allow this, create an appointment status for unsafe work environments. For example, if you create an appointment status of UNSAFE, the technician could change the appointment status to UNSAFE and send the appointment back to the host system. The appointment would be removed from the technician's device after syncing.

1. In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Appointment Status. The Appointment Status Setup window is displayed.

2. Enter a name for the appointment status.

3. Complete the remaining fields, as necessary, and select Save.

Create the JSA Task List Type

When you create a task list type of JSA, you indicate that the tasks are safety tasks that are handled differently than other task types. All job safety task lists must have a task list type of JSA.

1. In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task List Types. The Task List Type Setup window is displayed.

2. Enter JSA and select Save.

Create Task Codes for JSA Tasks

You must create task codes that will be assigned to JSA task lists. The task codes define the specific conditions that a technician must validate before starting work on a service call.

For information about recommended naming conventions, see Naming Conventions for JSA Task List IDs and Task Codes.

1. In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Codes. The Task Code Setup window is displayed.

2. Enter a task code and description.

3. You can also set up responses for each task. For information, see Set Up Responses for JSA Tasks.

4. Complete the remaining fields, as necessary, and then select Save. Repeat these steps for each task code that you need to set up.

Skill levels have no effect on JSA task codes.

Set Up Responses for JSA Tasks

When you create task codes, you can also set up responses so technicians can respond to the tasks in the task list.

You can have one task response (List or Text) per task code.

To set up a response for a task code:

1. In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Codes. The Task Code Setup window is displayed.

2. Enter or select a task code.

3. Select the Responses button. The Task Responses Setup window is displayed.

4. Select a response type: 

   • List: This option provides the user with a drop-down list of user-defined responses in the service call.

   • Text: This option allows the user to enter a text response. Text responses are stored in the database but are not displayed on the JSA report. The Text option can only be used once per task code and only as the last non-None row. All further rows will be set to None.

5. Enter a label for the response field. This typically is the condition that must be validated or the question that must be answered, such as Is there a sign-in and sign-out procedure?

6. If you selected the List response type, select the Responses ID link. The Task Responses List Setup window is displayed.

   1. Enter or select a responses list ID.

   2. Enter Yes and No as the values that will appear in the list. Depending on your organization's policies, you can enter just Yes and No, or you can enter a longer value by typing Yes or No, a space, a hyphen, another space, and then the description. Example: Yes – Sign in and out using the appropriate procedure. Note: Only values that include more than three characters are displayed in the Risk control measures section of the JSA report. Values of Yes and No will not be displayed.

    See "Setting Up Task Responses" in the Service Management documentation for more information about setting up responses.

7. Complete the remaining fields, as necessary, and then select Save. Select Save again in the Task Code Setup window.

Create JSA Task Lists and Add Task Codes

For each category of safety tasks, you must specify an integer as the task list ID. For example, if the category is Electrical, the ID could be 1 and have a description of Electrical.
Task list IDs must be numeric. For information about recommended naming conventions, see Naming conventions for JSA task list IDs and task codes.
All job safety task lists must have task list type of JSA.

1. In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Tasks > Task Lists. The Task List Maintenance window is displayed.

2. Enter a task list ID and description. 
   Note: Task lists for personal protective equipment must have an ID of 99. In addition, JobSafetyTaskListType must be set to JSA in the Job Safety Tasks area of the setup options. Otherwise, values will not be displayed in the Personal Protective Equipment section of the JSA report.

3. Select JSA as the task list type.

4. Complete the remaining fields, as necessary, and then select Tasks. The Task List Detail window is displayed.

5. Select the task codes to include in the list and select Insert to add them to the task list. For more information about using the fields in this window, see "Creating a task list" in the Service Management documentation.

6. Select OK, and then select Save in the Task List Maintenance window.

Naming Conventions for JSA Task List IDs and Task Codes

When you set up JSA information, you will create task codes, and then assign those task codes to the JSA task lists that you create.

Task list IDs must be numeric, and we recommend that you use a naming convention that groups together the task codes that will be assigned to each JSA task list. This lets technicians navigate through categorized lists of tasks in the appointment details, so they can respond to the tasks without having to open and save each task individually.

For example, suppose you plan to create task lists for servicing electrical, elevator, and HVAC systems. You might categorize them in this way.