Create and Submit a JHA

1. Go to JHA > Create New 

2. Select Employer, Provided By, and enter:
   • Activity Name
   • Description
   • High Risk flag (optional) 

3. Choose whether to Just Upload, or Upload and Accept 
   (if 2-stage review process is enabled, you can Upload and Accept Initial Review or Upload and Accept Final Review) 

4. Upload PDF (max 10MB) 

5. Fill out any additional fields configured 

Associate SDS

• Click + > New or Existing SDS
• Upload or select SDS and assign pictograms
• Add attachments (if needed)

Assign Workers and Send Notifications

• Select personnel to assign (must be inducted workers)
• Choose:
  • Assign only
  • Assign and send notification
  • Assign and capture signature now

Add Acknowledgment Forms or Checklist

• Attach one or more forms (if configured)
• Complete the Review Checklist before submitting
• Click Create JHA