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  2. TA/JSA/SWMS (2021 release)

Completing TA/JSA/SWMS in the Mobile App (2021)

Here you will learn how the TA/JSA/SWMS feature works in the mobile app for our new 2021 release

Index:

 

 

Please watch the video below which details our new TA/JSA/SWMS mobile app release

 

TA/JSA/SWMS 2021 Mobile Release (6:26)

TA 2021 Mobile Release

 

If you still need assistance after watching this video then please keep on reading...

 

Accessing a Task Analysis via the mobile app

 

To access a Task Analysis on the SiteConnect Mobile app, log in and go to the three horizontal lines on the upper left hand corner, then scroll down and click TA/JSA/SWMS in the menu that appears.

Accessing TAs

Then select the Site that the TA is relevant to by clicking Change Site.

 

Change Site

If there are TA's assigned to that Site, they will then appear on this list like so.

 

Vehciel inspection

If you are have been assigned as a Approver, Authorizer, Supervisor or an Assignee for this TA, the this will flash Required next to the position that you have been assigned. 

 

Required status

 

Pending means that somebody else has been assigned this role and has yet to fulfill this.

 

To Approve, Authorize, Acknowledge or complete the TA, just click this TA in this list to access it. Then read through the TA and work through any steps that have been outlined. 

 

Once completed, you can click Approve, Authorize or Acknowledge at the top of the TA (depending on what role you have been assigned via your account admins).

 

If you have just been assigned this TA to complete and the other appointed staff members have not Authorized and Approved the TA yet, you will not be able to acknowledge (or edit) this TA until this has been done.

 

TA Approved

 

You can also export the TA to a PDF via the orange prompt down the bottom of the screen if you wish.

 

Export

When you check this TA again for this Site, you will now see that instead of flashing as Required it will now be Green and reflect what you have just done (again depending on your assigned role)

 

Approver accepted

This will also be visible for your account admins in their web portal accounts.

 

Please note that if your admins have created a new version of this TA then progress will reset so you will need to Approve, Authorize or Acknowledge this again.

 

new version

Some TA's may also have uploaded files that you can view. You will see these down the bottom of the TA.

 

Uploaded files

 

 

Editing a TA

 

When you are viewing a TA within the mobile app, you can also edit it by clicking Edit in the upper right hand corner.

 

Edit TA

From here you will be able to edit the content of this TA by clicking in each field and filling in your own information.

 

Edit TA-1

Once you have finished editing the TA you can then Save it by clicking the Save prompt in the upper right hand corner.

 

Save Movile

Once you have Saved your edited TA you will have created a NEW VERSION of this TA. Because of this, you will now be prompted to add an Amendment Title and a reason for the amendment which will be visible to your account admins. These are compulsory to fill in as highlighted by the asterisks.

 

This will also mean that it will need to be Approved, Authorized and Acknowledged by whoever is responsible for this.

 

Amendment menu

Once you have filled these out you can click Continue and this will create this new version of the TA which will then replace the original one. This version one will also be present in the My Forms list when you reenter this.

 

V3

 

 

Workflows

 

Some Ta's will als have Workflows in the  which are step by step brekdowns of the task itself.

 

Workflow

Click on each step to enlarge it and see all relevant information

 

Workflow stepp

You can also Edit Workflow steps or Remove them entirely by clicking Edit on the upper right hand corner of the TA (once it has been Approved and Authorized), then scrolling down to the workflow field and clicking the relevant option.

 

Editing workflow

When editing a Workflow, you will also be asked to add an amendment title as this creates a new Version much like editing the TA as a whole in the previous section of this article.

 

Task Analysis Documents

 

You can also view Task Analysis Documents by going back to the three horizontal lines on the upper right hand corner and press Task Analysis Documents in this menu. This will bring up a list of loaded documents for the Site that you can also change by clicking Change Site.

 

TA docs

 

Once pressed, you can then view the file by clicking it on the next screen under Uploaded Files.

 

Upoaded files

 

If there is no document present, then your account admins will need to be contacted and they will need to add the document on their end.

 

If you need any further help or have any questions please contact the support team by email support@sitesoft.com or Ph: 0800 748 763