Align Platform

Please see the steps below in creating a JSA. 

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There are a few things that are required when creating a JSA:

JSA Sections: Select only what you want included in the JSA

- Header 
- Tasks 
- Training/PPE 
- Chemical 
- Photos 
- Attendees 
- Footer

- JSA Name
- JSA Sections: Select only what you want included in the JSA 
 - Header 
 - Tasks 
 - Training/PPE 
 - Chemical 
 - Photos 
 - Attendees 
 - Footer

- JSA Number 
- Division 
- Project 
- Location Description 
- JSA Classifications

Once you have all of this gathered you can start building your JSA:

Click on Either JSA Maint or JSA Bank Maint

Click the green Add New JSA button

- JSA Number: This is a number you can pick, if you want them numbered this is where you would do that.
- Division: The division this JSA is associated with if applicable
- Project: The project this might be assigned to. 
- Location Description: If this JSA is specific to a certain location

Check the JSA sections you want included

- Header
- Tasks
- Training/PPE
- Chemical
- Photos
- Attendees
- Footer

- Once Added your sections will be broken out you can preview this JSA now. 

Under JSA Tasks click Add/Update next to task

Add all the tasks that are required to walk through the JSA

- Note: this is done one task at a time
- All tasks can be rearranged as you enter them, but it is best practice to enter them in order of completion.

Once all tasks are added click update tasks

Next to each task you need to add a hazard start by clicking No Hazard Identified

- These do not have a hyperlink, but if you click that statement it will allow you to select the Hazards 
- All custom Hazards will be labeled with an asterisk 
- You may also assign a severity level to each hazard here, but it is optional.
- You will repeat this step for each task created 
- Once you have the Hazards added please click Update Hazards

You will also need to add a control by clicking on No Controls Identified

- A Hazard must have a control.So this will be done for each Hazard created. 
- You can add multiple controls to each Hazard as well. 
- All custom Controls will be labeled with an asterisk 
- Once you have the Controls added please click Update Controls

If applicable you can add Training that is required for the JSA by clicking update next to required training

Click update next to PPE for any specific PPE needed for the JSA

Under JSA Chemicals you will click update next to Chemicals to add them

- Please note: there is a chemical hazard section but you cannot add to this section. 
- Chemicals can only be added if they already exist under Chemical Maintenance.

Under JSA Photos you can add photos that are specific to a certain task on the JSA Tasks.

- Click edit after you add it to assign it to the specific task.

The PDF section under JSA Photos is most commonly used for User Manuals that might need to be included. Those can be added here.

Attendees section is if you choose to print the JSA and have your employees physically sign. Please note the mobile app you can collect digital signatures. 

Once you’ve completed all of the above your employees can complete a JSA. 

1. Log in to your Admin Account
2. Click the JSA Module
3. Click on Either JSA Maint or JSA Bank Maint
4. Click the green Add New JSA button
5. Fill out your JSA name 
6. Optional - Fill out:
 - JSA Number: This is a number you can pick, if you want them numbered this is where you would do that.
 - Division: The division this JSA is associated with if applicable
 - Project: The project this might be assigned to. 
 - Location Description: If this JSA is specific to a certain location
7. Check the JSA sections you want included 
 - Header
 - Tasks
 - Training/PPE
 - Chemical
 - Photos
 - Attendees
 - Footer
8. Click Add
 - Once Added your sections will be broken out you can preview this JSA now. 
9. Under JSA Tasks click Add/Update next to task 
10. Add all the tasks that are required to walk through the JSA
 - Note: this is done one task at a time
 - All tasks can be rearranged as you enter them, but it is best practice to enter them in order of completion. 
11. Once all tasks are added click update tasks 
12. Next to each task you need to add a hazard start by clicking No Hazard Identified 
 - These do not have a hyperlink, but if you click that statement it will allow you to select the Hazards 
 - All custom Hazards will be labeled with an asterisk 
 - You may also assign a severity level to each hazard here, but it is optional.
 - You will repeat this step for each task created 
 - Once you have the Hazards added please click Update Hazards 
13. You will also need to add a control by clicking on No Controls Identified 
 - A Hazard must have a control.So this will be done for each Hazard created. 
 - You can add multiple controls to each Hazard as well. 
 - All custom Controls will be labeled with an asterisk 
 - Once you have the Controls added please click Update Controls
14. If applicable you can add Training that is required for the JSA by clicking update next to required training 
15. Click update next to PPE for any specific PPE needed for the JSA 
16. Under JSA Chemicals you will click update next to Chemicals to add them 
 - Please note: there is a chemical hazard section but you cannot add to this section. 
 - Chemicals can only be added if they already exist under Chemical Maintenance. 
17. Under JSA Photos you can add photos that are specific to a certain task on the JSA Tasks. 
 - Click edit after you add it to assign it to the specific task. 
18. The PDF section under JSA Photos is most commonly used for User Manuals that might need to be included. Those can be added here. 
19. Attendees section is if you choose to print the JSA and have your employees physically sign. Please note the mobile app you can collect digital signatures. 
20. Once you’ve completed all of the above your employees can complete a JSA.

Creating a JSA: