Field Level Hazard Assessment: signing it off

Who signs

• The crew is picked on the signing page, after you file — not on the form. It starts with your direct reports (or yesterday's crew when you copy your last FLHA); add someone with + Worker or + Visitor, or take someone off with ⋯ then Remove. A worker gets their own line and a To do; anyone else signs as a visitor.
• The Lead Hand picked in Job Details — their signature spot appears as soon as they're picked, marked Lead Hand. Pick someone else and the spot moves.
• The Supervisor (PIC) picked in Job Details signs last. Their spot is there from filing, and signing it closes the assessment. It starts filled in with your own supervisor. A supervisor has to be named before you can submit, and it can't be you: the person who filed it can't sign as its supervisor. A form with no supervisor question has a Supervisor box just above Submit for the same thing.

Passing the phone round

1. File the assessment. You land on the crew list, with your own name first — the person who filled it in signs too, unless they're the supervisor, who signs last.
2. Read the FLHA together — it's shown right on the page, with Full screen if you need it. Then hand the phone round: each person taps their own name, a signature box opens under it, and Done — next person saves it. Nobody opens a PDF per person: the FLHA on the same screen is what they reviewed.
3. They answer their own checks — on the default form, "I have visually inspected my harness" — and sign. Nobody answers a check for someone else.
4. The supervisor signs last, at the bottom of the same screen, with Sign and close. If a Safe Start Check was answered No, the No answers show in the supervisor's signature box and they tick that they've read them before signing. That acknowledges them and closes the FLHA in one step. Whenever the supervisor's line is signed on someone else's phone, including an FLHA signed with no signal and uploaded later, the record says whose phone it was, and the supervisor gets a notification that it was signed in their name.

When the job changes

Update the assessment while it's open. Everyone who already signed is asked to sign again, and when they open it they see what changed since they signed — a field changed, a hazard or table row added or removed. Their earlier signature stays on the record, marked as for the earlier version.

Findings become action items

A near miss answered Yes at end of shift goes onto the Action Items list on its own, with the worker's words, for an admin to give an owner and a due date. Nobody is notified. On the admin's copy of the FLHA, Findings lists every Safe Start Check answered No and every end-of-shift question answered Yes, each with Raise action item. Only one item can be open per finding; once it's completed you can raise another. Each item links back to its FLHA.

Sending it to a client

Once the end of shift is done, the supervisor named on the FLHA sees Send the FLHA on its last step. Type the addresses (commas or one per line, ten at a time) and an optional note; each person gets the finished PDF from Fieldtec. Every send is listed underneath with who it went to and when. Only the named supervisor can send it.

Linked documents

Documents linked in Job Details are tabs beside This FLHA and read the same way, right on the page. Full screen opens one larger; Close, or the phone's back gesture, brings you straight back with nothing lost.

• A person's name stays locked until each linked procedure or policy is dealt with; a dot on its tab shows one still needs reading.
• Read it together: on the document's tab, the supervisor unticks anyone who wasn't there and taps We've read it. It counts in the document's acknowledgment register, marked as read on the supervisor's phone and attested by them — never as the worker acknowledging on their own login.
• Skip for now: the supervisor picks who is skipped, can add a note, and ticks that they'll make sure those people read it. They can sign straight away, and each gets a To do to read it, which clears itself once they acknowledge it.
• Someone who already read it on their own login shows when, and isn't asked again. A crew member signing on their own phone can read it and acknowledge it right there.

The record and the PDF list, under Documents for this job, who read each one together and who attested it, who was skipped and by whom, and who read it later on their own login.

Your own forms

In the form builder, any person question can be set to sign: with the crew, or last as supervisor. Any column you add to a Crew Sign-off table beside the name becomes a check each person answers themselves as they sign.