Managing the administrative levels for JSA (Job Safety Analysis) authors is essential to ensure that the right people have the appropriate permissions for creating and editing JSAs within the Safety Reports system. The following guide outlines how to configure the author levels for JSAs, giving you control over who can make changes or submit new JSAs.
Step 1: Log In to Your Safety Reports Admin Page
To begin, log in to your Safety Reports Admin account. This will give you access to the administrative functions needed to manage JSA author permissions.
Step 2: Select JSA in the Grey Bar at the Top of the Screen
Once you are logged in, navigate to the grey navigation bar at the top of the screen. Select the JSA option to access the Job Safety Analysis section of the platform.
Step 3: Select JSA User Maintenance. on the Left-Hand Side
On the left-hand side of the screen, you will see various options. Click on JSA User Maintenance. to open the section where you can manage JSA author user settings and permissions.
Step 4: Edit the JSA Author’s Admin Status
Locate the JSA author whose administrative level you want to manage. Click on the icon located at the far-right of their entry. This will allow you to edit their permissions and set the desired administrative level.
Step 5: Choose Requires Approval for Author Level
To allow an author to submit new JSAs but only with administrative approval, select Requires Approval from the Author Level dropdown. This setting ensures that any new JSA submissions or changes made by the author must be reviewed and approved by an administrator before they are finalized and saved.
Step 6: Email Notification for Edits
When authors with the Requires Approval status make changes to JSA details and save them, an email will be sent to the administrator. The email will contain a link that the administrator can use to approve or deny the edits, ensuring that all changes go through proper approval channels.
Step 7: Choose Limited Author for No New JSA Creation
If you want to restrict an author from creating new JSAs, select Limited Author from the Author Level dropdown. This setting limits the author's abilities to only conducting and editing existing JSAs, without the option to create new ones.
Step 8: Limited Author Restrictions in the Mobile App
When authors with the Limited Author status use the mobile app, they will be restricted to conducting only previously-saved JSAs. The New JSA option will be unavailable to them, ensuring they cannot create new Job Safety Analysis documents on their own.
By setting the appropriate author levels for JSA authors, you can ensure that the creation and management of JSAs remain secure and controlled. Whether you want to allow authors to submit JSAs with approval or restrict them to conducting only saved JSAs, these settings provide the flexibility and oversight needed to maintain safety compliance within your organization.
Can a user delete or overwrite a submitted JSA?
Yes. Users who submit a JSA have the following permissions:
Delete: Authors can delete their own JSAs from the mobile app.
Overwrite: Users with Full Author or Limited Author access can overwrite a previously submitted JSA.
To check a user’s access level, go to their User Profile. You’ll see their JSA level listed as Full Author, Limited Author, or Requires Approval.
If you need help updating user roles, contact your Admin or reach out to our Support Team.
Download the Setting Administrative Levels for JSA Authors PDF here: