💻 How to Create and Manage TA/JSA/SWMS

The TA/JSA/SWMS feature in Take5 Connect™️ allows you to create and manage Task Analyses, Job Safety Analyses, and Safe Work Method Statements. Here’s how to use it.

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Step 1: 🔑 Create a TA/JSA/SWMS Template

1. Navigate to the Templates tab.
2. Click +Add TA/JSA/SWMS.
3. Select Create New to open a blank template.
4. Complete the fields with details such as:
   • Name (template name)
   • Description (brief template description)
   • Work Procedure
   • Training/Qualifications
   • Duties
   • Certificates of Competency
   • Code of Practice
   • Maintenance Checks
   • Safety Practices
   • PPE and Work Permits
   • Work Permits
   • Tools

PPE, Work Permits and Tools can either be typed into the dialogs boxes or selected at the bottom of the page from a pre-populated list.

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Step 2: ⚙️ Create Steps for the TA/JSA/SWMS

1. After creating the template, you can create the steps for the TA/JSA/SWMS
2. Navigate to the Workflow tab across from the Overview tab and set up the steps and associated risks.
3. Click New Step and write out the first step you will take.
4. After saving the step you can go back into Edit and add any associated Hazards or Risks.
5. Continue this process to create a Workflow.

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Step 3: ✅ Viewing TA/JSA/SWMS

You can select View at the top of the screen of your TA/JSA/SWMS to see the appearance and format of the document.

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Step 4: ✅ Approve, Authorize, and Acknowledge TA/JSA/SWMS.

Finally, select an Approver, Authorizer and Supervisor for the TA/JSA/SWMS.

• Approvers: High-ranking members like the CEO or General Manager.
• Authorizers: Those in charge of the division.
• Supervisors: People supervising the task.

The statuses for each role will either be:

• Required (if you are the person selected)
• Pending (if assigned to someone else)
• Approved/Acknowledged (once completed)

After the TA/JSA/SWMS has been approved, authorized and acknowledged you are able to also allocate the document to Assignees, which will appear next to the others.

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Step 5: ⚙️ Viewing, Editing, Cloning, Archiving

After saving the TA/JSA/SWMS Template it will appear on the account level screen.

• Here you can choose to View, Edit, Clone or Archive the template

*Note: If you make any alterations to the TA/JSA/SWMS it will create a new version that will also have to be Approved, Authorized and Acknowledged.

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Step 5: ⚙️ Assigning a TA/JSA/SWMS to a Site

Once the TA/JSA/SWMS Template is finalized you are able to assign it to a site.

1. Exit the TA/JSA/SWMS Template tab and navigate to the Sites tab
2. Select Edit next to the Site you want to assign the TA/JSA/SWMS Template to
3. Scroll down the right hand side bar and click TA/JSA/SWMS
4. Click New and Select From Templates, and find and select the template you’ve created.

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📞 Need Help?

For additional support or questions, contact our team at:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535