Add a Hazard Analysis Record

1. Click ‘Add’ at the bottom of the ‘Hazard’ browse screen.
2. The ‘Task Step - Hazard Assessment and Analysis’ record window will appear, open to the ‘Task Step’ tab.
3. Select the appropriate job title from the drop-down list.
4. Fill in the appropriate information, moving through the ‘Priority’, ‘PPE’, and ‘Job Step’ tabs as they pertain to the task step. See below for specific instructions on these three tabs.
5. Click ‘Save’ when complete.

‘Priority’ tab: Prioritize a Task Step

1. Click the ‘Priority’ tab on the ‘Task Step - Hazard Assessment and Analysis’ record window.
2. Follow the instructions in the window discussing how to determine the factor for each category of hazard assessment.
3. In the ‘Single Task Step Duties of’ box enter the appropriate task (Ie. changing the ceiling light bulbs).
4. In the ‘Potential health and safety hazards’ field identify the safety and health hazards involved in performing this step.
5. Under the heading ‘Frequency of Exposure’, click the radio button that best defines the frequency of exposure for this task.
6. Under the heading ‘Potential Consequence’, click the radio button that best defines the potential consequence of the health or safety hazard.
7. Under the heading ‘Hazard Probability’, click the radio button that best defines the probability that a hazard might occur while this task is being carried out.
8. Depending on the options you chose in steps 5-7, the resulting priority will appear in the ‘Priority’ field at the bottom right of the tab.

‘PPE’ tab: Assign PPE to a Task Step

1. Click the ‘PPE’ tab on the ‘Task Step’ data window. By default, this tab shows typical PPE, but more specific PPE can also be noted.
2. Click the box next to the appropriate PPE required for the task. Select as many as applicable. When you click a box a graphic will appear, providing a visible image to quickly relate to the selections you’ve made.
3. To add additional PPE that does not appear on this tab by default, select it from the ‘Select Other PPE’ drop-down field. Any other PPE selected will now appear in the ‘Other PPE’ field.
4. Click the ‘Clear PPE’ button to remove ‘Other PPE’ from the field.
5. If the appropriate type of PPE does not appear in the ‘Other PPE’ list, open the ‘Setup > Setup’ sub-module and click the ‘Setup Pick Lists’ tab. Select ‘PPE’ from the pick list to add items.

‘Job Step’ tab: Add Job Steps to a Task Step

 A ‘Task Step’ is a task that is assigned to an employee as part of their overall job requirements. For example, a member of the maintenance staff may be assigned the task of regularly changing the ceiling light bulbs in the office. A ‘Task’ then involves a number of ‘Job Steps’; in the example, climbing the ladder would be deemed a ‘Job Step’.

1. Click the ‘Job Step’ tab on the ‘Task Step’ data window.
2. Click the ‘Add’ button underneath the ‘Job Step’ browse list.
3. The ‘Job Step’ data window will appear. Fill in the appropriate fields.
4. Click ‘Save’ when complete. A record will now appear in the browse list on the ‘Job Step’ tab.

Print Job Steps involved in a Task Step

1. Open the appropriate ‘Hazard Analysis’ record.
2. Click the ‘Job Step’ tab on the ‘Task Step’ record window.
3. Click the ‘Printer’ icon at the bottom of the tab to view a list of job steps involved in the task.
4. A print preview will appear. Double-check the information.
5. Click the ‘Print’ icon on the ‘Print Options’ toolbar.
6. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

Print a Company Hazard Analysis Report

There are five different reports for job steps that involve potential hazards, as related to the tabs within the ‘Task Steps - Hazard Assessment and Analysis’ window.

The report options are:

• ‘Hazard Analysis’ organizes the report by job titles, which are then broken down by task steps and job steps.
• ‘Hazard Analysis with PPE’ lists the task steps and any PPE required for performing tasks.
• ‘Hazard Analysis by Priority’ lists job steps according to the data entered on the ‘Priority’ tab.
• ‘Hazard Analysis with Job Task Step’ lists the job tasks and breaks them down by steps.
• 'Full Job Task Analysis' lists a complete hazard record for a job title.

To print the ‘Hazard Analysis with PPE’, ‘Hazard Analysis by Priority’, ‘Hazard Analysis with Job Task Step’  and 'Full Job Task Analysis' reports, you must filter to a specific job title first.

1. Select a job title filter as required.
2. To print a report, select the appropriate report type from the ‘Reports’ drop-down menu at the top of the ‘Hazard Analysis’ browse screen.
3. A print preview screen will appear. Double-check the information.
4. Click the ‘Print’ icon on the ‘Print Options’ toolbar.
5. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.