Mar 27, 2026
Create a JHA
Before you create a JHA, ensure you have configred and set up JHAs properly: Job Hazard Analysis (JHA) – Overview & Enabling JHAs
Navigate to:
Timecard → Create or Edit → JHA
Step-by-Step
1. Select Crew & Job
- Choose employees and project
- Project info auto-populates
2. Review PPE
- Default PPE appears
- Add additional items if needed (typed entry)
3. Add Safety Considerations
Examples:
- Work at height
- Heavy equipment nearby
- Trenching
- Electrical work
4. Select Work Category & Tasks
Example:
- Category: Concrete
- Tasks: Forming, Pouring, Finishing
5. Identify Hazards & Controls
- System filters options based on selected task
- You can:
- Select from existing items
- Add new ones (saved at project level)
6. Add Crew & Signatures
- Crew members acknowledge the JHA
- Crew lead signs as the competent person
7. Submit JHA
- Finalizes the record
- Sends to distribution list
- Available in reporting
Important Behavior to Understand
JHAs Must Be Created Daily
- JHAs cannot be cloned or copied
- This ensures crews actively review safety conditions each day
Multiple JHAs Per Day
- If work scope changes (e.g., new task), create a new JHA
Create Items On-the-Fly
- Missing hazard or control? Add it directly during creation
- Saved as a project-level item
Best Practices
- Complete JHAs at the start of each day
- Review hazards as a team before beginning work
- Use the upload template for initial setup
- Keep categories and tasks simple and clear
- Avoid overloading with unnecessary options
- Create a new JHA when work scope changes
