Find the right JSA for today's work and record the crew review

Before the work starts, pick the approved JSA / JHA for the task, go through its steps, hazards and controls with the crew, and have everyone sign. The review is recorded in the project's Procore Inspections with the PDF attached. Administrators, Safety Personnel, Project Administrators, Superintendents, Project Managers and Project Coordinators can record JSA reviews. JSAs come with Pro II.

Before you start

• The JSA must be Approved in the Safety library. If none fits the work, ask your safety lead to draft one.

On the phone or tablet

1. On the home screen, choose the Procore company and Project, then tap Toolbox Talks & JSAs.
2. Tap the JSAs / JHAs tab.
3. Under What is the crew doing today?, describe the work (for example "Cutting concrete and setting a new dispenser island") and tap Suggest the right JSA.
4. Under Best matches (up to 3), tap the JSA that fits. You can also pick one from Approved JSAs. If you see "No approved JSA fits. Ask your safety lead to add one to the library.", there isn't a suitable one yet.
5. Go through the task, PPE, permits and each step's hazards and controls with the crew.
6. Under Record the JSA review, each crew member adds their name and signs with a finger (+ Add crew member, then Accept). Add any Questions from the crew (+ Add a question, with the answer given) and notes if you like.
7. Tap Record in Procore.

On the website

1. In Safety library, tab JSAs / JHAs, describe the work under Find the right JSA for today's work and click Suggest (or pick the JSA from the list). If none fits you'll see "No approved JSA fits. Build one with the Agent Builder." Open the JSA.
2. In Complete this JSA with the crew, choose the Procore company and Project.
3. Collect each person's name and signature under Attendance and signatures, add Questions from the crew and Notes if you like.
4. Click Record the JSA in Procore.

What gets recorded

• You'll see "Recorded, and saved in Procore as a closed inspection with the PDF attached."
• In Procore: a closed inspection named "JSA · (title) · (date)" on the project, with the PDF attached.
• In the project's Daily Log, under Notes for that date: one line ("JSA: (title). Led by …, (number) attendees …. Full record with signatures in Inspections: …").
• The PDF: the task, PPE, permits, every step with its hazards, risk and controls (with their sources), attendance and signatures, and your notes.
• In LaunchPad Safety: Safety library → Talk and JSA records and Logs → Toolbox talk & JSA log (choose JSA reviews).

If something goes wrong

• "Recorded in LaunchPad Safety. Procore could not be updated right now; the record is kept here.": it is saved in LaunchPad Safety and shows "Pending" for Procore.
• The record button is greyed out: choose the project and add at least one signed crew member.

Good to know

• Suggesting a JSA works the same on the phone and the website; on both it looks only at approved JSAs.
• Publishing a JSA to Procore as a template is separate: see Approve and publish.