Draft a template, JSA or toolbox talk with the agent

The agent writes a complete first draft in about a minute, from a short description (and, for a JSA, an optional photo of the work). It is a draft: a competent person must review, edit and approve it before the team relies on it. Administrators, Safety Personnel and Project Administrators can draft.

Before you start

• Open Safety library on the website. Drafting is not available in the phone app.
• Your plan must include the type (templates on every plan, toolbox talks with Pro I and Pro II, JSAs with Pro II).

Steps

1. Open ✦ Agent Builder and pick Inspection template, JSA / JHA or Toolbox talk, or use the matching tab in the Safety library.

2. Describe what you need in the first box. Be specific about the work, for example:

   • Template: "Weekly fuel island and dispenser area inspection for our service crews"
   • JSA: "Excavate and set a 12,000 gallon underground tank, trench about 14 ft deep, excavator and crane"
   • Talk: "Ladder safety: choosing, inspecting and setting up portable ladders" 3. Add anything else the agent should know (optional): site conditions, equipment, the crew, company rules you want followed. 4. For a JSA, add a photo of the work (optional). The agent looks at it when listing hazards. 5. Click Draft with the agent. You'll see "The agent is drafting…"; it takes about a minute. The draft then opens.

What you get

• Inspection template: 3 to 8 sections, 20 to 60 items, each written as something you can answer Acceptable / Unacceptable / N/A by looking at the site.
• JSA / JHA: the task broken into steps (usually 4 to 10); for each step the hazards, a High / Medium / Low risk rating, and controls (engineering first, then administrative, then PPE); plus the PPE and permits the task needs.
• Toolbox talk: about 5 minutes spoken, in English and natural Spanish, with a short real-world example, pauses that ask the crew a question, 3 to 5 key points, and 3 to 4 check questions with answers in both languages.

Sources and citations

• Every item, hazard or talk lists its sources under it:
  • federal regulation sections (for example 29 CFR 1926.652(a)), taken from the official eCFR text;
  • your company rules (for example "Company rule CR-3");
  • quotes from your own E.H.S. manual, with the page, once your manual is confirmed.
• The page header shows which sources were used ("Sources: federal OSHA / EPA regulations + company rules + …").
• Where your company rule or manual is stricter than the regulation, the draft applies the stricter one and says so.
• For fuel-system work (tanks, dispensers, tankers) the agent may also name industry standards such as PEI RP1700 or NFPA 30A. It names them only; it never quotes them.
• The agent can only cite sections it was given. It never invents a regulation number, and it never calls a condition "safe".

Notes for the reviewer

Above the document you may see ✦ Notes for the reviewer: assumptions it made, things to confirm, and places where your company may want a stricter rule. These notes are for the reviewer only; they are not part of the document the crew sees.

If something goes wrong

• "The agent could not do this right now (…). Try again.": a temporary problem; try again in a minute.
• "The result was too long. Narrow the request and try again.": split it, for example one JSA per task.
• "The agent declined this request. Rephrase it as a safety task or topic.": describe the work or topic plainly.

Good to know

• Drafts are saved as Draft and are only visible to Administrators, Safety Personnel and Project Administrators until approved.
• Next: revise it, then approve it.