Job Safety Assessment (JSA) Checklist Setup

Some states may require Job Safety Assessments (JSAs) to be completed by equipment operators and made available for inspection by Safety Authorities. To support this, Rapid ERP provides the ability to create and attach custom checklists (JSAs) to job tickets.

• To begin, a checklist must be created within Rapid ERP. Follow the link to Job/Operator Checklist to learn how to create a checklist.
• Once created, the checklist can be named in line with internal standards or regulatory requirements.
• Each item can be configured with one of the following response types:
  • • Yes/No
    • Multiple Choice
    • Multiple Select
    • Free Text
    • Signature
• Learn how to assign JSAs (checklists) to jobs/jobsites/customers from this link: Assign a checklist to a job/jobsite/customer

Attaching Checklists to Job Tickets

Once the checklist is created, it can be configured to be included in printed job tickets:

1. Go to Company → MyCompany → Print tab.

2. Tick the box labeled Include Completed Checklist under the "Filled Jobticket" section.

This ensures that completed JSAs are printed along with the job documentation.

Running Reports on Checklists

To view and analyze completed checklists:

1. Navigate to Reports → Report Central.

2. Select Employee → Job Checklist.

You can filter these reports by:

• All employees or specific individuals

• All yards or specific locations