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Design and Manage JHA Template
Effective JHA template management ensures standardized hazard identification and risk assessment. Create and configure templates with required sections and fields for consistent execution.
Create JHA Template
This section explains how to create and configure a Job Hazard Analysis (JHA) template in iPermits, including defining job steps, hazards, control measures, and PDF output.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction to iPermits
This chapter provides an overview of the iPermits application for Permit-to-Work management, including its key benefits, system requirements.
Get Started with the Application
Log in to the Weba and Mobile application using organization credentials to securely access the system.
iPermits Dashboard and Main Screens
Learn how to navigate the iPermits Dashboard and main screens by understanding key buttons, icons, and layouts across Web and Mobile applications.
Roles and Responsibilities in the Permit Lifecycle
This section describes the roles involved in the iPermits lifecycle and their responsibilities during permit raise, review, authorization, issuance, execution, and closure.
Create and Manage Permits
Permit management ensures that hazardous work is properly planned, reviewed, authorized, and executed in compliance with safety requirements. You can create, review, authorize, issue, execute, and close permits to control work activities and ensure all required safety checks are completed throughout the permit lifecycle.
Create and Manage JHA
Job Hazard Analysis (JHA) helps identify, assess, and control hazards associated with a specific job or activity before work begins. Using configurable templates, you can create, assign, validate, and approve JHAs to ensure risks are properly evaluated and safety controls are in place.
Design and Manage Permit Template
Effective permit template management ensures standardized structure and compliance. Create and configure templates with required sections and fields to support consistent permit creation.
Design and Manage JHA Template
Effective JHA template management ensures standardized hazard identification and risk assessment. Create and configure templates with required sections and fields for consistent execution.
- Create JHA Template
  This section explains how to create and configure a Job Hazard Analysis (JHA) template in iPermits, including defining job steps, hazards, control measures, and PDF output.
- Configure JHA List View
  You can configure the columns displayed in the JHA list view to suit your preference.
Design and Publish Forms
Effective form management ensures standardized safety checks and compliance. Design and publish forms with required fields and validations for consistent execution.
Track Permit Expiry and Compliance
Permit Expiry Reports provide a consolidated view of permits that have expired or are nearing expiry across shifts and plants. This helps supervisors quickly track permit status, identify potential compliance risks, and take timely action without opening individual permits.
Access Archived Records
Archived record management enables audit and compliance readiness. Access and review past permits and JHAs for traceability and analysis.

Create JHA Template

This section explains how to create and configure a Job Hazard Analysis (JHA) template in iPermits, including defining job steps, hazards, control measures, and PDF output.

Create JHA Template:

Expand the EHS module and click Authoring.
Go to the JHA tab.

The JHA tab is displayed with a list of JHA templates.
Click the Create Manually button at the top right.

Figure 1. JHA Template

In the Template Details screen, provide the following information:


Field	Description
Template Name	Enter a unique name for the JHA template
Template Description	Describe the purpose of the JHA template.
Plant	Select the applicable plant.
Tags	Add tags to categorize the JHA template for easy search and filtering.
JHA Questions	Select or configure the standard JHA questions to be included in this template.
Additional Forms	Select any additional forms (for example, inspection or acknowledgement forms) that must be completed along with the JHA.

Click Next.

Figure 2. JHA Template Details
In the Template Configuration screen:
1. Define the job steps in the JHA table.
2. Configure sections such as Potential Hazards, Control Measures, and Risk Assessment.
3. Add fields (questions) within each section as required.
4. Select appropriate response types (Text, Number, Multiple Choice, Pick List, etc.).
5. (Optional) Configure Equipment, Training, and Inspection sections to capture surrounding or related risks.
6. (Optional) Configure Attachments and Notes for each step to allow field users to add photos and observations.
7. Click Preview to see how the JHA template appears in both web and mobile applications.
8. Click Next.
  Figure 3. JHA Template Configuration
9. Configure Fields within a Section:
  1. Click the pencil (edit) icon in the respective column to configure fields.
  2. Add new fields or edit exsiting fields.
  3. Select the appropriate Response Type, such as: Text, Number, Pick List (Single Select or Multi-Select).
Figure 4. JHA Template Field Configuration
In the PDF Setup screen, configure the PDF layout as required.
Click Publish.

Note:
You can configure the PDF from the left pane to control what information appears in the exported document, such as Logo, QR code, Header, Footer, and Body Content.