JSA templates that read like the job
A job safety analysis is the crew, before the work starts, walking the job in order and saying out loud what could hurt somebody at each step and what they are going to do about it. The paper is the record of that conversation. A JSA that was filled in by one person in the truck, without the crew, is a form and not a JSA, and everyone on the pad knows the difference.
The three templates below are written for the work small service companies in the basin actually do. Each one is a starting point: the steps are in the order the job happens, the hazards are the ones that show up on real pads, and the controls are the ones a crew can actually do with what is on the truck. Edit them for the site, the weather and the crew you have that morning. Then sign it, all of you.
The five parts of a good step
- The task, as one action the crew can see the end of. "Break the flange" is a step. "Repair the flowline" is the job.
- The hazards, named plainly. Line of fire from stored pressure. Pinch point at the union. H2S in the vapor space. If it cannot be said in a sentence a new hand understands, it is not named yet.
- The controls, in the order you would rather have them: get rid of it, block it, then procedure, then PPE. A control the crew will not actually do is not a control; write the one they will.
- Who, by name or position. A control with no owner is a hope.
- Residual risk after the controls. Low, Medium, High or Critical. If a step is still High after everything you can do on the pad, that is the step that needs the supervisor's call before work starts, and the template says so. Critical is the one nobody signs off: in the F&H STAC app a JSA with a Critical residual left on it will not go active, because a step that dangerous after its controls needs different controls, not a signature.
Three templates
Each one downloads as a landscape PDF you can print and hand out, or you can fill it in on this page and print that instead. Nothing you type here is sent anywhere; it stays in your browser and it is gone when you close the tab.
Hot oil treatment
Hot oil treatment of a production tank or flowline. Crew: operator, helper.
Starting point. Edit for the site, the fluid, the weather and the crew before anyone signs.
Download the PDFor fill it in below and print it
| # | Task | Hazards | Controls | Who | Residual |
|---|---|---|---|---|---|
| 1 | Arrive, park, walk the location | Traffic on lease road; uneven ground; H2S on the pad; overhead lines near the tank battery | Park upwind and pointed out; monitor on and bump-tested; wind sock checked; spot overhead lines before raising anything | Operator | Low |
| 2 | Confirm the job with the pumper or company man | Wrong tank or wrong line treated; unknown fluid or pressure | Confirm tank, line, pressure and fluid by name and number; get the current pressure reading; know where the ESD is | Operator | Low |
| 3 | Position the unit and set up | Backing blind; soft ground; hose across a walkway | Spotter for every backing move; check ground before setting outriggers or jacks; route hoses where nobody walks | Operator, helper | Low |
| 4 | Ground and bond the unit to the tank | Static discharge igniting vapors | Bond before any connection; verify continuity; no connection until bonded | Helper, operator checks | Medium |
| 5 | Connect hoses and fittings | Pinch points at unions; stored pressure in the line; hammer unions struck wrong | Bleed the line and verify zero before opening; hands out of the pinch; strike hammer unions on the lug, gloves on, face turned | Helper | Medium |
| 6 | Light the burner and bring the unit to temperature | Flash from the burner; fuel leak; unit fire | Stand to the side to light; check fuel connections before lighting; extinguisher at hand and inspected; nobody leaves the unit running unattended | Operator | Medium |
| 7 | Circulate and treat | Hose failure under heat and pressure; burns from surfaces and fluid; over-pressuring the tank or line; thermal expansion | Stay clear of hose whip paths; rated hoses only, inspected before use; watch pressure and temperature the whole time; relief path confirmed; hot surfaces marked | Operator | Medium |
| 8 | Shut down, bleed, and disconnect | Residual heat and pressure; hot fluid release at the union | Cool down before disconnecting; bleed to zero and verify; open unions slowly with face turned; drip pan under every break | Operator, helper | Medium |
| 9 | Clean up, secure, and leave | Spill left behind; tools on the ground; driving tired | Walk the location; all fluid captured; count tools; report anything released, however small | Both | Low |
Stop work
Any one of these and the job stops until it is settled.
- H2S alarm
- Wind shift onto the unit
- Any leak at temperature
- Lightning within sight
- A pressure reading you did not expect
Crew sign-off
Everyone on this job signs before work starts. A JSA filled in by one person in the truck is a form, not a JSA.
| Name (printed) | Signature | Time on | Time off |
|---|---|---|---|
Supervisor. Sign here if any step is still High after its controls, before that step starts.
Supervisor Date
Flowline repair with hot work
Cut and replace a section of flowline, welded joints. Crew: welder, helper, fire watch.
Starting point. Hot work needs its own permit. This JSA does not replace that permit and does not stand in for it.
Download the PDFor fill it in below and print it
| # | Task | Hazards | Controls | Who | Residual |
|---|---|---|---|---|---|
| 1 | Isolate, depressure and drain the line | Stored pressure; trapped fluid; H2S | Close and tag valves both sides; bleed and verify zero at the work point, not at the valve; drain to a container; monitor running | Operator or pumper, welder verifies | Medium |
| 2 | Gas test and permit the hot work | Flammable vapor in the line or the ground around it; wrong test point | Test at the cut points and inside the line where possible; permit signed before any spark; retest after any break longer than the permit allows | Fire watch, welder | Medium |
| 3 | Clear and wet the area | Dry grass; oil-soaked ground; combustibles within reach of slag | Clear or wet the ground for the permit distance; remove or cover anything that burns; extinguisher and water at the work point | Helper | Low |
| 4 | Cut out the bad section | Pinch and drop when the section comes free; residual fluid in the pipe; sparks and slag | Support both sides before the second cut; catch pan under the cut; helper clear of the drop path; face shield and leathers | Welder, helper | Medium |
| 5 | Fit and tack the new section | Crush between pipe and ground; misalignment forcing a hand into the joint | Fit with a clamp or a second person, never a hand in the gap; check alignment before the tack | Welder, helper | Medium |
| 6 | Weld out | Burns, fume, arc eye for anyone watching; fire from slag | Fire watch stays on the job and for the time the permit requires after; nobody watches the arc without a lens; fume upwind | Welder, fire watch | Medium |
| 7 | Inspect the weld and pressure test | Failure under test; standing in front of a blind or a cap | Test to the pressure the procedure names, not higher; nobody in front of end caps or blinds during the test; hold and check | Welder, operator | Medium |
| 8 | Return to service and clean up | Leak at the new joint; forgotten tag or blind | Walk the line under pressure; remove every tag and blind you installed and count them; fire watch final check before leaving | Operator, fire watch | Low |
Stop work
Any one of these and the job stops until it is settled.
- Any gas reading above the permit limit
- Wind above what the permit allows
- Anyone not on the JSA entering the area
- A leak during the test
Crew sign-off
Everyone on this job signs before work starts. A JSA filled in by one person in the truck is a form, not a JSA.
| Name (printed) | Signature | Time on | Time off |
|---|---|---|---|
Supervisor. Sign here if any step is still High after its controls, before that step starts.
Supervisor Date
Pump skid teardown
Tear down, repair and reassemble a triplex pump skid in the yard. Crew: mechanic, helper, forklift or picker operator as needed.
Starting point. Yard work feels safer than the pad and the injury log says otherwise.
Download the PDFor fill it in below and print it
| # | Task | Hazards | Controls | Who | Residual |
|---|---|---|---|---|---|
| 1 | Set up the work area | Trips over hoses and parts; forklift traffic through the bay | Mark the area; one path in and out; parts on a table or in a bin, not on the floor | Helper | Low |
| 2 | Isolate energy: electrical, hydraulic, stored pressure, gravity | Unexpected start; hydraulic injection; a raised component falling | Lock and tag every source; bleed hydraulics to zero and verify; block or crib anything that can fall; try the start before working | Mechanic | Medium |
| 3 | Drain fluids | Slips; skin contact; hot oil if recently run | Drain pans in place before opening; let it cool; gloves and eye protection; absorbent at hand | Helper | Low |
| 4 | Remove heavy components with the lift | Crush under a load; rigging failure; hand between load and frame | Rated rigging inspected before the lift; tag lines, not hands, to guide; nobody under the load; set on cribbing, never on a hand | Lift operator, mechanic | Medium |
| 5 | Disassemble the fluid end | Spring-loaded parts releasing; pinch at the cover; struck by a stuck part coming free | Know which parts are under spring load before you pull them; pullers, not pry bars, on stuck parts; face turned when it lets go | Mechanic | Medium |
| 6 | Clean and inspect parts | Solvent exposure; compressed air; flying debris | Solvent per its label, gloves and eye protection; air below 30 psi for cleaning and never at a person; parts washer lid down | Helper | Low |
| 7 | Reassemble and torque | Pinch during alignment; wrench slip; wrong torque | Alignment pins before fingers; torque to the manual, in sequence; second person checks the sequence | Mechanic, helper | Low |
| 8 | Remove locks, test run | Start with a hand or tool still inside; leak under pressure | Everyone accounts for their own lock; walkdown before the first start; stand clear for the first run; check for leaks at low pressure first | Mechanic | Medium |
Stop work
Any one of these and the job stops until it is settled.
- A lock you did not put on
- A part under spring load you were not expecting
- Anything raised without cribbing under it
Crew sign-off
Everyone on this job signs before work starts. A JSA filled in by one person in the truck is a form, not a JSA.
| Name (printed) | Signature | Time on | Time off |
|---|---|---|---|
Supervisor. Sign here if any step is still High after its controls, before that step starts.
Supervisor Date
To fill one in here: type straight into any cell, including the three blank rows at the bottom of each table. Then print with Ctrl+P, or Cmd+P on a Mac. The printed sheet comes out landscape on white paper with a crew sign-off block on it, the same as the PDF.
The same form, with the signatures on it
In the F&H STAC app this is the same form. The difference is that each hand signs it on his own phone under his own login, it saves with no signal and goes up when the truck finds one, and the signed copy is in your register the same day, not in a binder in the truck. If you would rather see that than read about it, book a consult and I will walk you through it on your own work.
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