JSA Preparation Workflow
Last Updated: 2026-02-17 Status: Production
Overview
The JSA Preparation workflow allows the Contractor to prepare Job Safety Analysis (JSA) documents for an approved project. The system creates 3 default JSA forms, and the Contractor can add more as needed. Once ready, the Contractor submits them for co-review by the Work Owner (WO) and Safety Officer (SO). Both reviewers must individually approve every JSA document before approving the task.
Prerequisite: An approved Project Registration is required before starting this workflow.
Workflow Overview
Co-Review
Both WO and SO must approve all documents independently. Request Change clears all approvals. Only one active JSA per project.
Co-Review Sequence Diagram
The following sequence diagram shows the dual-role approval flow in detail:
Step-by-Step
Step 1: Contractor Prepares JSA (จัดเตรียม JSA)
| Item | Details |
|---|---|
| Responsible | Contractor (ผู้รับเหมา) |
| State | Prepare JSA (จัดเตรียม JSA) |
| Actions available | Fill JSA data, add/remove JSA forms, sign |
| Editable documents | All JSA forms |
| Reference documents (read-only) | Project Registration, Pre-Work Procedures |
What the Contractor does:
- Open the JSA Preparation task from "My Tasks" (งานของฉัน)
- The system creates 3 default JSA forms based on work type:
- Hot Work — Welding, Cutting, Grinding, Drilling (งานเชื่อม งานตัด งานเจียร งานเจาะ)
- Work at Height (การทำงานบนที่สูง)
- Elevated Platform (งานรถกระเช้า)
- Fill in each form: work area, activities, potential hazards, control measures
- Add more JSA forms by clicking "Add JSA" (เพิ่ม JSA) if needed
- Sign in the "Prepared by (Contractor)" (ผู้จัดทำ) signature field
- When ready, click "Submit JSA" (ส่ง JSA) — the task moves to WO and SO simultaneously
Available commands:
| Command | Thai | Icon | Result |
|---|---|---|---|
| Submit JSA | ส่ง JSA | send | Send to WO + SO for co-review |
| Cancel | ยกเลิก | block | Cancel the JSA task |
Step 2: WO + SO Co-Review (ตรวจสอบร่วม)
| Item | Details |
|---|---|
| Responsible | Work Owner (WO) + Safety Officer (SO) |
| State | Co-Review (ตรวจสอบร่วม) |
| JSA documents | Read-only (cannot edit) |
| Command buttons | Only visible when viewing a JSA document (not on the document list) |
Document-Level Approval (การอนุมัติเอกสารรายฉบับ)
The system uses document-level approval — reviewers must approve every JSA document individually before they can approve the task.
- Open each JSA document → click the "Approve Document" (อนุมัติเอกสาร) button on the document toolbar
- Approved documents show a green "Approved" (อนุมัติแล้ว) button and a green background in the document list
- You can revoke approval by clicking the green "Approved" button again
- WO and SO must approve documents independently (WO's approvals don't count for SO, and vice versa)
What the reviewer does:
- Open the JSA task from "My Tasks"
- Open each JSA document to review the content (documents are read-only)
- If the content is correct → click "Approve Document" (อนุมัติเอกสาร) on the document toolbar
- Repeat for all JSA documents
- Once all documents are approved → click "Approve JSA" (อนุมัติ JSA)
- If not all documents are approved → the system shows an error: "Please approve all JSA documents before approving the task" with the count of approved documents
Available commands:
| Command | Thai | Icon | Condition | Result |
|---|---|---|---|---|
| Approve JSA | อนุมัติ JSA | check_circle | All documents must be approved first | Records approval (waits until both roles approve → Approved) |
| Request Change | ส่งกลับแก้ไข | replay | No document approval required | Sends back to Contractor (clears all document approvals) |
Request Change does not require document approvals
The Request Change command can be used immediately without approving any JSA documents first.
Step 3: Approved (อนุมัติแล้ว)
Once both WO and SO have approved the JSA, the status automatically changes to "Approved" (อนุมัติแล้ว).
- All JSA documents become read-only
- Contractor, WO, and SO can save JSA forms as personal templates for reuse
Co-Review: Dual-Role Approval
| Order | Reviewer | What to do | Status after approval |
|---|---|---|---|
| 1 | WO or SO (either first) | Approve all documents → click "Approve JSA" | Waiting for the other role |
| 2 | The remaining role | Approve all documents → click "Approve JSA" | Approved (both roles complete) |
Key points:
- Order doesn't matter — WO or SO can approve first
- Each role must approve documents independently (not shared between roles)
- After approval, the reviewer's signature appears on the JSA documents
- The other reviewer can see signatures from the person who already approved
Request Change Behavior
When WO or SO clicks "Request Change" (ส่งกลับแก้ไข):
| What happens | Details |
|---|---|
| Status changes to | Prepare JSA (back to Step 1) |
| Document approvals | All cleared (both WO and SO approvals) |
| Signatures | Retained (not deleted) |
| Contractor | Must revise and resubmit |
| WO + SO | Must re-approve all documents from scratch |
All States
| State | Thai Name | Description | Responsible |
|---|---|---|---|
| Prepare JSA | จัดเตรียม JSA | Contractor fills in JSA data | Contractor |
| Co-Review | ตรวจสอบร่วม | WO + SO review and approve all documents | WO + SO |
| Approved | อนุมัติแล้ว | JSA approved by both roles | — |
| Cancelled | ยกเลิก | Contractor cancelled the task | — |
Documents in JSA Task
System-Generated Documents
| Document | Description | Editable |
|---|---|---|
| JSA forms 1–3 (default) | Job Safety Analysis documents | Contractor can edit during "Prepare JSA" step |
| Additional JSA forms | Added as needed via "Add JSA" button | Contractor can edit during "Prepare JSA" step |
Reference Documents (Read-Only)
| Document | Source |
|---|---|
| Project Registration (ใบลงทะเบียนโครงการ) | From the approved Project Registration task |
| Pre-Work Procedures (ระเบียบปฏิบัติงาน) | From the approved Project Registration task |
Edit Permissions by State
| State | JSA Documents | Reference Documents |
|---|---|---|
| Prepare JSA | Editable (Contractor) | Read-only |
| Co-Review | Read-only | Read-only |
| Approved | Read-only | Read-only |
| Cancelled | Read-only | Read-only |
Signatures
Each JSA document has 3 signature positions:
| Position | Thai | Role | When |
|---|---|---|---|
| Prepared by (Contractor) | ผู้จัดทำ (ผู้รับเหมา) | Contractor | During "Prepare JSA" step |
| Approved by (Safety Officer) | ผู้อนุมัติ (เจ้าหน้าที่ความปลอดภัย) | SO | During "Co-Review" when clicking "Approve JSA" |
| Approved by (Work Owner) | ผู้อนุมัติ (เจ้าของงาน) | WO | During "Co-Review" when clicking "Approve JSA" |
Auto-signature: Internal users (WO, SO) who have saved their signature in personal settings will have it filled automatically without entering a password.
JSA Template Save
After a JSA task is approved, participants can save JSA forms as templates for reuse in future tasks:
| Role | Template Type | Where to Manage |
|---|---|---|
| Contractor | Contractor template | Personal templates |
| Work Owner (WO) | System template | Tools → JSA Templates |
| Safety Officer (SO) | System template | Tools → JSA Templates |
Workflow Ecosystem
JSA Preparation is part of the larger workflow process:
Project Registration
│ Approved
├──► JSA Preparation ◄── You are here
│ │ Approved
│ └──► Work Permit Request
│
└──► Tool List Preparation
│ Approved
└──► Work Permit Request
Note: A Work Permit Request requires an approved JSA. If none exists, the system will show a warning.
Test Scenarios
Scenario 1: Submit and Approve Successfully (Happy Path)
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | Contractor | Create "JSA Preparation" task | See 3 default JSA forms |
| 2 | Contractor | Fill in data and sign | Data auto-saves |
| 3 | Contractor | Click "Submit JSA" | Status changes to "Co-Review" |
| 4 | WO | Open each JSA document | Documents are read-only |
| 5 | WO | Click "Approve Document" on each | Button turns green "Approved" |
| 6 | WO | Click "Approve JSA" | WO approval recorded (waiting for SO) |
| 7 | SO | Same as steps 4–5 | Approves documents independently from WO |
| 8 | SO | Click "Approve JSA" | Both roles complete → status "Approved" |
Scenario 2: Approve JSA Without Approving Documents First
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | WO/SO | Open task in "Co-Review" state | — |
| 2 | WO/SO | Click "Approve JSA" immediately (no doc approvals) | Error dialog: "Please approve all JSA documents" |
| 3 | WO/SO | Approve some documents → click "Approve JSA" | Error dialog with count: "Approved 1 of 3 documents" |
Scenario 3: Request Change
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | WO/SO | Click "Request Change" | Status returns to "Prepare JSA" |
| 2 | Contractor | Revise and resubmit | Status changes to "Co-Review" |
| 3 | WO/SO | Open task | All previous document approvals cleared; must approve again |
Scenario 4: Add New JSA Form
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | Contractor | Click "Add JSA" | New JSA form appears in the list |
| 2 | Contractor | Fill in the new form | Data auto-saves |
| 3 | Contractor | Submit JSA | WO/SO must approve all JSA documents (including the new one) |
Scenario 5: Save as Template
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | Any participant | Open an approved JSA task | Documents read-only, "Save as Template" button visible |
| 2 | Any participant | Click "Save as Template" | Template saved (type depends on role) |
Scenario 6: Cancel
| Step | Actor | Action | Expected Result |
|---|---|---|---|
| 1 | Contractor | Click "Cancel" during "Prepare JSA" step | Status changes to "Cancelled" |
| 2 | — | — | All documents become read-only |
Tester Checklist
Basics
- Create a new JSA task successfully
- See 3 default JSA forms
- Can add new JSA forms
- Project data displayed as read-only (project name, contractor, PO, dates)
- Auto-save works
Document-Level Approval
- "Approve Document" button appears on JSA document toolbar (left side)
- JSA documents are read-only during review (cannot edit, add rows, or delete)
- Click approve → button turns green "Approved"
- Document list shows green background for approved documents
- Click green "Approved" button again → revokes approval (back to gray)
Co-Review
- WO approves documents + clicks "Approve JSA" → waiting for SO
- SO opens same task → must approve documents independently (not shared with WO)
- SO approves documents + clicks "Approve JSA" → both roles complete → "Approved"
Hard Validation
- Click "Approve JSA" without approving documents → error dialog shown
- Error dialog shows count: "Approved N of M documents"
Request Change
- Click "Request Change" → status returns to "Prepare JSA"
- All document approvals cleared (both WO and SO)
- Contractor revises and resubmits → WO/SO must re-approve all documents
Signatures
- 3 signature positions: Prepared by (Contractor), Approved by (SO), Approved by (WO)
- WO/SO with saved personal signature → auto-filled, no password required
Templates
- Approved JSA task → "Save as Template" button visible
- Save succeeds → template available for selection in new tasks