Job Assessment User Guide
Last updated
Last updated
Upon launching the application, you will be presented with a screen that pre-configures various aspects of the application, such as the initial data load. After a few seconds you will be redirected to the home screen.
The dashboard displays the count of job assessments conducted during the current week, month, and year.
The lower-left section of the screen presents a list of currently approved job assessments. To choose a different job assessment, simply click on the desired assessment from the list.
In the lower-right section, a concise description of the selected job assessment is provided.
The screen presents an overview of all job assessments, filtered based on the selection made in the dropdown menu located at the top. By default, the filter is set to "Approved", displaying all the approved job assessments. To view job assessments awaiting approval, simply choose "Awaiting Approval" from the dropdown. This will provide a list of all job assessments that are yet to be approved.
To add a new job assessment, click on the "+" icon.
To approve a job assessment, follow these steps:
From the top dropdown, select "Awaiting Approval" to view the list of unapproved job assessments. By default, the dropdown is set to "Approved".
Double-click on the required entry from the list. This will open the job assessment details.
Within the job assessment, you have the option to preview the details under "Job Steps" and "Workgroups". However, note that you can only apply a signature or add new members to the workgroup at this stage.
To approve the job assessment, set the status option to "Approved". This indicates that the assessment has been approved.
Once you have selected the "Approved" status, the job assessment screen will close automatically.
Please note that after approving the job assessment, the screen will close, and you will return to the previous view or screen.
To apply a signature to a job assessment, follow these steps:
Double-click on the required entry from the view to open the job assessment details.
Within the job assessment details, locate the "View workgroup..." > icon and click on it. This will navigate you to the "Workgroup" page.
On the "Workgroup" page, find the pencil icon and click on it. This will enable you to apply your signature.
The signature functionality provided is a digital wet signature, utilizing the functionality of your device.
By following these steps, you will be able to apply your digital wet signature to the job assessment.
To create a new job assessment, follow these steps:
On the job assessment screen, locate and click on the "+" icon. This action will initiate the creation of a new job assessment.
Fill out the job assessment form by providing the required information and details. Ensure all necessary fields are completed accurately.
As you enter the job description and preceding details, the "Next" button will become available. This indicates that the required information has been entered.
If applicable, apply checks to the "WORK PERMITS REQUIRED" and "PRE-PERSONAL PROTECTIVE EQUIPMENT" checkboxes based on the job requirements or safety considerations.
After reviewing the entered information and applying the necessary checks, click on the "Next" button to proceed to the next step or section of the job assessment.
By following these steps, you can create a new job assessment, fill out the required details, and navigate through the process by clicking the "Next" button. Additionally, you have the option to indicate the need for work permits and pre-personal protective equipment as necessary.
Depending on the selection made in the preceding screen under "PROCEDURES," the relevant checklists, instructions, or guides will be displayed on the left side of the screen. If multiple procedures were selected, you can toggle between them as needed.
To add a job step, follow these steps:
Click on the "+" icon. This action will allow you to add a new job step to the assessment.
Provide a descriptive name for the job step, indicating its purpose or nature.
Proceed to systematically work through the list of hazards associated with the job step. For each hazard, select either "Yes" or "No" based on its presence or absence.
If "Yes" is selected for a hazard, the related hazard report will open on the right side of the screen. Fill out the necessary information within the hazard report.
After filling out the information, click the "Save" button to save the hazard report.
Once you have saved the hazard report, instead of the "Yes" button, you will see the report name along with a count of reports associated with the job step.
To add further hazards, use the "+" icon. Repeat the process for each additional hazard.
Once you have worked through all hazard types for the job step, the "Save" button will become available. Click on it to save all the job step details.
After saving, you will be automatically taken to the "Workgroup" page, where you can proceed with assigning workgroup members and performing additional actions.
By following these steps, you can effectively add job steps, assess hazards, fill out hazard reports, and save the necessary information. Once saved, you will be directed to the "Workgroup" page for further actions within the job assessment process.
To add a new record, follow these steps:
On the relevant screen, locate and click on the "+" icon. This action will initiate the process of adding a new record.
Select the workgroup member associated with the record. Choose the appropriate member from the available options.
Set the date for the record, specifying the relevant date for the entry.
After selecting the workgroup member and setting the date, click the "Submit" button to save the new record.
By following these steps, you can successfully add a new record by clicking the "+" icon, selecting the workgroup member, setting the date, and clicking the "Submit" button to save the record.
