What’s Inside
This guide will walk you through everything you need to successfully set up and use JSA tools in BusyBusy (web):
Setting up JSA permissions
Accessing the JSA Reports Window
Managing chemical and PPE lists
Creating Cost Code JSAs
Adding Steps, Hazards, and Safety Measures
Adding Photos
Adding Chemicals and PPE
Adding Training Materials
Creating Task JSA
Exporting or printing JSAs
Using JSAs in Scheduled Safety Trainings
Built for Safer, Smarter Worksites
Use this guide to help standardize safety processes, improve communication, and keep your crews informed and protected.
Setting Up JSA Permissions
By default, only Admins can create or manage JSAs. Other users can still view and review them.
If you want certain positions to create or manage JSAs, you can enable permissions in Settings.
Steps
Click Settings
Select Positions
Choose the position you want to update
4. Scroll down to Safety
5. Click JSA Reports
6. Enable the permissions you want
7. Click Update to save your changes
Accessing the JSA Reports Window
All JSAs are managed from the JSA Reports window.
Steps
Click Safety in the left navigation menu
Select JSA Reports
If your company has already created JSAs, they will appear in the list.
Depending on your company configuration, you may see:
Cost Code JSAs
Task JSAs
If your company does not use cost codes, only Task JSAs will appear.
Managing Chemical and PPE Lists
Before creating JSAs, it's helpful to set up your Chemical and PPE lists.
These lists make it easier to add hazards and required equipment when building JSAs.
Managing Chemicals
Click the three dots in the top-right corner
Select Manage Chemical List
3. Click Add
4. Enter the chemical name
5. Click Submit
Managing PPE
Click the three dots
Select Manage PPE List
3. Click Add
4. Enter the PPE item
5. Click Submit
You can update these lists at any time.
Setting up these lists ahead of time helps make JSA creation faster and more consistent.
Creating a Cost Code JSA
Cost Code JSAs are used when your company tracks work using cost codes.
Steps
Click Create
Set the Type to Cost Code
Select the Cost Code (required)
Clock In Review
You can require employees to review a JSA when clocking in.
Enable Clock In Review and choose how often employees must review the JSA.
Options may include:
Daily
Weekly
Monthly
Custom intervals
Scope to Project
The Scope to Project option limits the JSA to a specific project when paired with the cost code.
If this option is not selected, the JSA will apply to any employee clocking into that cost code, regardless of project.
Adding Steps, Hazards, and Safety Measures
Start by listing the steps required to complete the task.
Steps
Enter the task steps
Click Submit
Once the steps are created, you can add additional steps or edit the order of the task steps.
Hazards and Prevention Measures
Click the + icon next to a step to add:
Hazards
Prevention measures
These help employees understand the risks and how to avoid them.
Adding Photos
You can also add photos to JSA steps.
Photos are useful for showing:
Safe work procedures
Equipment setup
Hazard examples
Proper PPE usage
Adding Chemicals and PPE
You can specify which chemicals and PPE employees should be aware of when performing a task.
Adding Chemicals
Click the + icon in the Chemical section
Select items from your chemical list
If a chemical is missing:
Click Manage List hyperlink at the bottom of the Chemical List
2. Add the chemical
3. Return to the JSA
Adding PPE
Click the + icon in the PPE section
2. Select the required PPE items
3. If a PPE item is missing from the list click the Manage List hyperlink at the bottom of the PPE list to add it.
This helps ensure employees know which protective equipment is required before beginning work.
Adding Training Materials
You can attach training materials from BusyBusy’s training library.
These materials provide employees with additional safety resources while reviewing the JSA.
When the JSA is complete, click:
Submit Report to complete the process of creating the JSA
The JSA will now appear in the Cost Code tab of the JSA reports window.
Viewing JSA Review Records
BusyBusy automatically records when employees review a JSA.
To see this information:
Select a JSA from the main JSA screen
Look at the Reviewed By section on the right side
Click View
You’ll see:
Employee names
Most recent review date
Review time
You can also click an employee’s name to view their full JSA review history.
Selecting a review entry will display the version of the JSA that was reviewed.
Creating a Task JSA
Task JSAs are used for general safety procedures that are not tied to a cost code.
Steps
Click Create
Select Task as the type
3. Enter a name
4. Optionally assign the JSA to a project
5. Enable Clock In Review if desired
6. Add steps, hazards, chemicals, and PPE
The process is the same as creating a Cost Code JSA.
The completed JSA will appear under the Task tab.
Exporting or Printing a JSA
You can export JSAs as PDFs or print them for documentation and training.
Steps
Select the JSA you want
Click Export in the top-right corner
3. Choose PDF or Print
Using JSAs in Scheduled Safety Trainings
JSAs can also be used as training material during safety meetings.
Steps
Click Safety in the main menu
Select Trainings
Click Schedule
4. Enter the meeting date, time, and instructor
5. Open Training Materials
From the All Sources dropdown, select:
JSA Reports
Find the JSA you want and click Submit.
Finish entering the safety meeting details and click Create.
During the meeting:
The instructor reviews the JSA with the team
Employees sign the attendance roll
Signatures are saved in the training record and the JSA record