The Job Tracking system Health & Safety integration consists of two parts, firstly a Health & Safety checklist to be completed on jobs, but also the ability to report incidents.

Firstly, make sure you have enabled the Health & Safety system parameter in the System settings (see below).

This will allow you to access the Health & Safety Settings section from the System settings page (see below).
Once in the Health & Safety Settings section, you will see two lists, a Health & Safety Checklists and Health & Safety Incident forms.
New lists and forms can be added by using the [add checklist] action, existing lists/forms can be modified by clicking on the list/form you wish to change.
For a Checklist or Incident form, you can add as many questions as you like. Please keep in mind the usability for your staff to complete these checks/forms.
On each job you can select what Checklist applies to the Job, this allows you to create Job type specific Checklists, rather than having one long checklist with many questions that are not applicable.
An example is given below of a checklist.
Checklists and Incident forms consists of a unique name, list type and an (unlimited) number of questions.
For each question, there is the question itself, the type, options, whether an answer is required and a group.
The following question types can be added:
  • [CHECK]
    This gives you the OK, ACTION and N/A options. When ACTION is chosen, an action needs to be entered.
  • [CHOICE]
    This allows you to enter your own options to choose from.
  • [TEXT]
    This allows to enter a single text line.
    Using this allows for entering a multi-line comment.

By assigning a group name to questions, you will be able to group question to make going through the questions easier.

Job Health & Safety checklist selection & completion

Once you heave created (a number of) checklists, you can use them to assign to a Job, depending on Job type and whether it is required for the job.

Please note that completing Health & Safety check lists and Incident forms are only available on Mobile access.
Once a Health & Safety checklist has been assigned to a Job, field staff can you their mobile device to access the Job details and complete the checklist.
Completing a checklist on the mobile device has been made very easy to use.
Next to the questions from the checklist, the system will also require a signature to approve the completion of the checklist.
Once the checklist is completed, a PDF document will be created and linked to the selected Job. The PDF document includes the date of completion as well as the name of the person completing the checklist (the user who is logged in to the system).