Job Hazard Analysis: A Step-by-Step Guide for Field Service

How to do a job hazard analysis for field service work: choose the job, break it into steps, identify hazards and set controls, with a worked example.

A job hazard analysis (JHA), also called a job safety analysis, is a short written review of a task. You break the job into steps, ask what could go wrong at each step, and decide how to prevent it. For field service work, where every site is different and technicians often work alone, a job hazard analysis is one of the most useful safety tools there is. It takes minutes and it needs nothing more than a pen and a form.

What a job hazard analysis is

The Occupational Safety and Health Administration (OSHA) describes a job hazard analysis as a technique that focuses on job tasks to identify hazards before they occur. It looks at the relationship between the worker, the task, the tools and the work environment. The goal is to remove a hazard or reduce it to an acceptable level before anyone starts work.

A JHA is different from a general site inspection. An inspection asks “what is wrong with this place?” A JHA asks “what could hurt someone while doing this job, step by step?”

Which jobs to analyze first

You do not need a JHA for every small task on day one. OSHA suggests giving priority to:

  • Jobs with the highest injury or illness rates, or a history of near misses.
  • Jobs where one simple mistake could cause a severe injury, such as electrical work or work at height.
  • Jobs that are new to your business or have changed.
  • Jobs complex enough to need written instructions.

For a service company, that usually means roof and ladder work, energized electrical testing, attic and crawl space work, confined spaces, refrigerant handling, brazing and other hot work, and lifting heavy equipment.

Four steps of a job hazard analysis

Step 1: Involve the people who do the work

Technicians know where the awkward lifts, the tight corners and the shortcuts are. Build the JHA with them, not for them. People follow procedures they helped write, and they will point out hazards a manager at a desk would never see.

Step 2: Break the job into steps

Watch the job or walk through it, and list the steps in order. Aim for roughly five to ten steps. If you write too few, you will miss hazards. If you write too many, nobody will read it. Start each step with an action word: carry, set up, climb, disconnect, test.

Step 3: Identify the hazards

For each step, ask:

  • What can go wrong?
  • What would the consequences be?
  • How could it happen?
  • What else contributes, such as weather, fatigue, time pressure or working alone?
  • How likely is it?

Think through the common hazard types: falls, electric shock and arc flash, being struck by or caught between objects, burns, chemical exposure, heat and cold, strains from lifting, and traffic.

Step 4: Choose the controls

Controls are not all equal. Safety professionals rank them in a hierarchy of controls, from most effective to least effective. Work down the list and use the highest control that is practical.

ControlWhat it meansField service example
EliminationRemove the hazardShut off and lock out power instead of working live
SubstitutionReplace it with something saferUse a less hazardous cleaner or a lighter tool
Engineering controlsPut a barrier between people and the hazardGuardrails, covers, ventilation, a lift instead of a ladder
Administrative controlsChange how people workProcedures, two-person lifts, rest breaks in heat
Personal protective equipmentProtect the personGloves, safety glasses, arc-rated clothing
Hierarchy of controls: relative effectiveness

Protective equipment sits at the bottom because it depends on being worn correctly every time. It still matters; see our guide to PPE for field technicians.

A worked example: replacing a rooftop condenser fan motor

Job stepHazardControl
Carry tools to the roofFall from ladder; dropped toolsInspect and secure the ladder; three points of contact; hoist tools by rope
Work near the roof edgeFall from heightStay back from the edge; use fall protection where required
Open the electrical panelElectric shockDisconnect, lock out and verify zero voltage with a meter
Discharge the capacitorStored electrical energyDischarge with a proper tool and verify
Remove and replace the motorCuts from sheet metal; strainCut-resistant gloves; get help with heavy parts
Restore power and testMoving fan bladeRefit guards and keep hands clear before energizing

Our guides to ladder safety and lockout/tagout basics cover two of these controls in detail.

Using the JHA in the field

  • Keep standard JHAs for your common jobs, and review the relevant one before starting.
  • Add site-specific hazards on the day: weather, access, pets, other trades, the condition of the roof or attic.
  • If conditions change during the job, stop and reassess.
  • Review each JHA at least once a year and after any incident or near miss.

Technicians who work alone should pair the JHA with a check-in routine. See lone worker safety.

Related guides

Sources

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Frequently asked questions

What is the difference between a JHA and a JSA?

They are two names for the same process. Job hazard analysis and job safety analysis both mean breaking a job into steps, identifying the hazards at each step and deciding how to control them.

Does OSHA require a job hazard analysis?

OSHA does not have one general rule that requires a JHA for every job, but several standards require employers to assess hazards, including the personal protective equipment standard. A JHA is a recognized way to do and document that assessment.

How long does a job hazard analysis take?

A JHA for a routine service task can be written in 15 to 30 minutes. Reviewing an existing one before a job takes a few minutes.

Who should write the JHA?

A supervisor or safety lead usually leads it, working with the technicians who do the job. Their knowledge of the real work is what makes the analysis accurate.

How often should a JHA be updated?

Review it at least yearly, whenever the job, tools or materials change, and after any injury or near miss on that task.

This article is general information and is not a substitute for your company’s safety program, required training or the regulations that apply to your work.

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