Job Safety Analysis Workflow

What does this workflow record at each stage of the JSA process?

The record's timeline captures each status change, from Submitted through Supervisor Review, Revising, Stopped, Pending Briefing and Approved. Task outcomes are also saved to the record, including the supervisor's decision and comments, the preparer's revised work steps, hazards and controls, the safety manager's review outcome and required actions, and the worker acknowledgements and signed briefing sheet from the briefing step.

Who is involved in reviewing and approving a JSA?

The preparer submits the initial request and completes the revision task if changes are required. The supervisor carries out the review task, deciding whether the JSA is approved, needs changes, or is unsafe to proceed, and also handles the briefing step. If work is flagged as unsafe, a safety manager is assigned a task to record the review outcome and any required actions.

What happens if the supervisor requests changes to the JSA?

When the supervisor's decision is 'Changes required', the record status is set to Revising and the preparer is assigned a task to update the work steps, hazards and controls based on the supervisor's comments. Once the preparer submits their revisions, the record status returns to Supervisor Review and a new review iteration starts automatically.

What happens if the supervisor marks the work as unsafe to proceed?

The record status is set to Stopped and the preparer is emailed to notify them that the work must not proceed, including the supervisor's comments. A safety manager is then assigned a task to record the review outcome and any actions required before the record can move forward.

How is worker briefing confirmed before a JSA is approved?

After the review stages are complete, the record status is set to Pending Briefing and the supervisor is assigned to record which workers acknowledged the briefing and to attach the signed briefing sheet. These details are saved to the record before the status is set to Approved and the preparer is notified.

How do we change what information is captured on the request form?

The request form fields, such as Task, Location, Work Steps, Hazards, Controls and PPE Required, can be adjusted by describing the change in plain English or by editing the form in the workflow editor. Earlier versions of the workflow are kept, so previous configurations remain available for reference.

How do we change who is assigned to the review or briefing tasks?

Task assignments, such as who performs the supervisor review, safety manager review or briefing step, can be updated by editing the relevant step in the workflow editor or describing the change in plain English. Since tasks and approvals are assigned to team members within the workspace, reassignment can be made without rebuilding the workflow from scratch.

Can the preparer track the status of their JSA submission without an account?

Preparers submit their JSA through a public request form and do not need an account to take part. They receive an acknowledgement email with their reference number on submission, and further emails at key points such as when work is stopped or the JSA is approved, keeping them informed as the record progresses.

What information is available on the record for oversight purposes?

Each JSA is stored as a record with a reference number, a current status and a full timeline of what has happened, including status changes and the details entered during each task. Table views and dashboards can show JSA records grouped by status, such as Supervisor Review, Stopped or Approved, supporting visibility across multiple submissions.