What is a JHA pre-job packet?

A JHA pre-job packet is the field-ready set of documents a crew reviews before work starts. It usually includes the work order, job hazard analysis, site access notes, hazards, controls, PPE, emergency details, stop-work triggers, and crew sign-off.

Is pre-task planning the same thing as a JHA?

They overlap. CPWR describes pre-task planning as a discussion before each task about work steps, hazards, and controls, and notes that some companies call it JHA, JSA, or a morning huddle. Use the name your shop, customer, or regulator expects, but make sure the crew sees the task, hazards, controls, and stop-work points before work starts.

Does OSHA require a JHA for every small job?

OSHA does not use one universal "JHA for every job" rule for all work. But employers still have duties to identify hazards, train workers, inspect job sites, and control unsafe conditions. Specific tasks, state plans, contracts, or customer sites may also require written planning. A JHA is a practical way to document that planning when risk, complexity, or site conditions justify it.

What is the difference between a JHA and a work order?

A work order tells the crew what work is approved. A JHA tells the crew how the work will be broken into steps, what hazards are present, and what controls must be used. On simple jobs, the work order may include a short safety briefing; on higher-risk jobs, attach a separate JHA.

Who should fill out the JHA before a job starts?

The owner, supervisor, crew lead, competent person when one is required, or another task-qualified person should prepare or review the JHA with input from workers who understand the work. The person preparing it must know the task, hazards, controls, and stop-work authority.

What should be included in a small-crew pre-job packet?

Include job identity, approved scope, site contact, access notes, task steps, hazards, controls, PPE, tools, materials, emergency information, shutoffs, inspection checks, stop-work triggers, and crew acknowledgment. Add photos, permits, SDS, locate tickets, or manufacturer instructions when they affect the field plan.

Should PPE be listed in the JHA packet?

Yes, but list PPE by hazard and task. "Gloves and glasses" is too vague for chemical splash, cut hazards, respiratory exposure, electrical work, or fall protection. The packet should show the stronger controls first and then name the remaining PPE decision, fit check, inspection, and replacement rule.

How long should a JHA briefing take?

For routine work, the review may take five minutes. For higher-risk work, new work, changed conditions, multi-trade coordination, or unfamiliar equipment, it should take as long as needed for the crew to understand the steps, hazards, controls, emergency plan, and stop-work points.

What should the crew do if site conditions do not match the packet?

Stop, document the changed condition, update the JHA or work order, and get the right approval before continuing. If the change affects price, schedule, method, material, warranty, or risk, use a change order or revised authorization before proceeding.

Can a JHA pre-job packet be digital?

Yes, if the crew can access it, review it, sign or acknowledge it, and preserve it with the job file. Digital packets should still be job-specific, readable in the field, tied to the correct version, and updated when conditions change.

Should customers see the JHA?

Usually the JHA is an internal safety planning document, but customers may need to see related access rules, shutoff needs, exclusion zones, schedule impacts, or site responsibilities. Do not give customers legal or compliance conclusions beyond what your contract, authority, insurer, or qualified safety professional supports.

What happens to the packet after the job?

Save it with the job file, along with the daily report, service report, photos, change orders, near miss or incident reports, and completion sign-off. Use the field feedback to improve future packets for the same task or customer site.

JHA Pre-Job Packet Checklist for Small Crews

Build a field-ready JHA pre-job packet with scope, hazards, controls, PPE, site contacts, shutoffs, emergency notes, sign-off, and change triggers.

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The crew does not need a binder for a routine service call or short repair.

It does need the truth about the site.

Treat the panel as live until lockout and testing prove otherwise. The customer has a locked side gate. The shutoff is behind inventory in the stockroom. The attic access is over a stairwell. The restaurant opens at 10:30. The trench is near an old irrigation line. The roof hatch is narrow. The cleaner is stripping a floor while employees are still walking through the space.

That is the gap a JHA pre-job packet should close.

A job hazard analysis, or JHA, breaks the work into steps, names the hazards, and assigns controls before the crew starts. A pre-job packet wraps that JHA with the pieces a small crew actually needs in the truck and at the jobsite: the approved work order, site contact, access notes, shutoff locations, required PPE, emergency details, stop-work triggers, and a simple sign-off showing the crew reviewed the plan.

For an owner-operated, two-tech service shop, the packet can be one page plus photos. For a small remodel, roof repair, electrical changeout, drain excavation, pressure washing route, floor maintenance visit, or tree job, it may be a few pages. The point is not thickness. The point is that the crew can answer these questions before the first tool comes out:

What are we approved to do today?
What hazards are likely at this exact address?
What controls have to be in place before work starts?
What PPE, tools, permits, keys, barricades, lockouts, or test equipment must be on site?
Who is the site contact, and where are shutoffs or emergency exits?
When does the crew stop and call instead of improvising?
Who reviewed the packet, and what changed after review?

If the work order already carries enough safety detail, use the method in The Work Order That Doubles as a Safety Briefing. The pre-job packet is the next step when the job needs more than a short field note.

OSHA's baseline is active planning

OSHA does not require small contractors to use the exact phrase "pre-job packet."

It does require employers to manage real hazards.

29 CFR 1926.20 puts accident-prevention responsibility on the employer in construction. It requires programs needed for compliance, frequent and regular inspections of job sites, materials, and equipment by competent persons designated by the employer, removal or lockout of unsafe equipment, and qualified people for equipment and machinery.

29 CFR 1926.21 requires instruction in recognizing and avoiding unsafe conditions and in the rules that apply to the work environment. It also calls out instruction for harmful substances, flammable liquids, gases, toxic materials, and related exposures.

OSHA's Job Hazard Analysis guide, OSHA 3071, gives the practical method: involve workers, review accident and near-miss history, prioritize jobs with serious consequences, break the job into steps, identify hazards, and choose ways to eliminate or control those hazards.

For a small shop, translate that into a field rule:

Do not send the crew with only the task. Send the crew with the task, the hazards, the controls, and the stop-work points.

If you work in an OSHA state-plan state, check the state plan too. OSHA's State Plans page explains that state plans are OSHA-approved programs run by states or territories and must be at least as effective as federal OSHA, but they can have additional or more specific requirements. Customer sites, GCs, insurers, municipalities, and trade licenses can also add requirements.

The pre-job packet should point to the rule, site policy, or company procedure that actually controls the work. Do not paste a generic OSHA paragraph into every file and call it done.

Use a packet when memory would be doing the work

Not every job needs the same paperwork.

A faucet cartridge replacement in an occupied home may need a simple work order with access notes and water shutoff instructions. A rooftop HVAC replacement, panel change, trench repair, pressure washing job near storm drains, lift work, confined access, floor strip, tree removal, or hot-work task needs a more deliberate packet.

Use the packet when any of these are true:

Trigger	Why a packet helps
The task has serious injury potential	Falls, electrical contact, trench collapse, struck-by exposure, chemical exposure, traffic, fire, heat, or heavy equipment deserve written controls.
The site has special conditions	Occupied building, pets, tenants, public access, roof hatch, narrow alley, shared loading area, locked gates, bad lighting, unusual weather, or customer rules.
The quote was built from assumptions	The site assessment checklist should feed the packet so the crew knows what was seen, assumed, excluded, or left unverified.
More than one person must coordinate	The crew, customer, property manager, GC, other trade, inspector, utility, or delivery driver needs a clear point of contact and sequence.
Equipment or PPE choice matters	Harness, ladder, lift, respirator, chemical gloves, eye protection, hearing protection, lockout device, trench protection, cones, or test instruments must be selected before dispatch.
The work can change quickly	Hidden rot, unknown utilities, suspect materials, unsafe substrate, tenant access, weather, or customer-requested extras can change scope and hazard level.
The job has had callbacks or near misses before	Use the prior near miss report, incident report, or service history to avoid repeating the same weak plan.

The packet is not there to impress a safety manager.

It is there so the person doing the work does not have to reconstruct the risk from memory, text messages, and a two-word dispatch note.

Build the packet from documents you already have

A JHA pre-job packet should not be created from scratch at 6:15 a.m.

It should pull the important field facts from the job file:

Source document	What it should contribute
Quote or estimate	Approved scope, excluded work, customer-supplied items, assumptions, material choices, access cost, permit assumptions, and price boundaries.
Contract or scope attachment	Work limits, customer responsibilities, hours, safety responsibilities, change-order rules, and conditions that must be met before work starts.
Site assessment	Access, dimensions, surfaces, utilities, shutoffs, staging, pets, tenants, parking, roof/attic/crawl access, public exposure, existing damage, and visible hazards.
Work order	Crew assignment, day-of task sequence, tools, materials, photos needed, customer notes, stop-work triggers, and sign-off.
JHA	Job steps, hazards, controls, PPE, emergency steps, responsible person, review date, and crew acknowledgment.
Safety inspection checklist	Ladder, scaffold, lift, PPE, lockout, guardrail, housekeeping, lighting, traffic control, tool, cord, or equipment inspection items.
Change order	Added scope, changed method, substitution, extra hazard, or schedule impact that changed the original plan.
Daily report or service report	What changed in the field, what was completed, what remains open, what controls stayed in place, and what the office needs to do next.

The construction work order and general job hazard analysis should agree with each other. If the work order says "replace rooftop unit" but the JHA says nothing about roof access, edge exposure, electrical lockout, lift location, weather, or exclusion zone, the packet is not ready.

If the quote says "customer to clear work area" and the crew arrives to a blocked panel, cluttered mechanical room, occupied hallway, wet floor, or parked cars in the work zone, the packet should tell them to pause and document the condition in a service report, daily report log, or change order.

The seven sections that belong in the packet

Keep the format boring.

The content should be specific.

1. Job identity and approved scope

Start with the basics:

customer, address, job number, date, and crew;
primary site contact and backup contact;
approved scope for today's work;
related quote, contract, permit, ticket, or purchase order number;
hours of work and access limits;
work excluded from today's authorization.

Weak scope:

Electrical work.

Useful scope:

Replace 200A exterior meter-main and interior subpanel feeder under approved quote Q-1182. Customer is responsible for utility coordination and interior access. No drywall repair, service mast relocation, or unidentified circuit tracing included without written change order.

The scope section protects the crew from doing unauthorized extras and protects the customer from surprise work. If the customer asks for new work, use a change order before the field plan changes.

2. Task sequence

OSHA 3071 is useful here because it tells employers to break a job into steps without making the breakdown so tiny that the form becomes unusable.

For a small crew, write the sequence in plain field language:

Arrive, check in with site contact, verify access.
Walk the work area and compare conditions to the site assessment.
Set controls before tools come out.
Complete the task in the planned order.
Photograph or record required proof before cover-up or cleanup.
Review completion, open issues, and customer sign-off.

Then customize it.

For drain excavation, the sequence should mention utility locate status, white-lining, positive responses, excavation limits, spoil placement, protective system decision, pipe exposure, repair, backfill, and cleanup. The utility locate photo log workflow belongs in the same packet when digging is involved.

For elevated work, the sequence should mention access, fall exposure, surface condition, ladder/scaffold/lift setup, anchor or guardrail decision, rescue method, and weather limit. Use the deeper elevated-work workflow in Job Hazard Analysis Forms for Work at 6 Feet or More when a fall could be the main loss.

3. Hazards and controls

Do not write "use caution."

Name the hazard and the control.

Hazard	Weak packet	Better packet
Electrical	"Be careful around panel."	"Verify circuit de-energized with meter before contact. Lockout breaker when possible. Stop if unlabeled conductors or damaged insulation are found."
Fall exposure	"Tie off."	"Use scaffold with guardrails for fascia work. Ladder is access only. Stop if scaffold cannot be leveled or guardrail is removed."
Chemical exposure	"Wear PPE."	"Use nitrile gloves, splash goggles, and ventilation during floor stripper application. Follow product label/SDS. Keep public out of wet area until dry."
Struck-by	"Watch equipment."	"Cone off loading zone. One spotter during trailer backing. No crew member between trailer and wall."
Trench	"Do not enter unsafe trench."	"No entry unless depth, soil, water, spoil pile, and protective system are reviewed by competent person. Spoil stays back from edge."
Public access	"Keep area safe."	"Barricade customer entrance during pressure washing. Maintain alternate route with signs. Stop if pedestrians bypass cones."

OSHA's Recommended Practices for Safety and Health Programs in Construction pushes a "find and fix" approach: identify hazards, assess risks, select controls, and implement them on the job site. That is exactly what this section should do in small-shop language.

The hierarchy matters. Eliminate the hazard when you can. Substitute a safer method when practical. Use engineering controls, administrative controls, and PPE in the right order. PPE is not a magic word that fixes a bad plan.

If PPE selection is complicated, use the PPE hazard assessment workflow beside the JHA. The JHA says what the job steps and hazards are. The PPE record says why specific gloves, eyewear, respirator, hearing protection, high-vis clothing, or fall-protection equipment were selected and checked.

4. Site contacts, access, and shutoffs

Small jobs go sideways when the crew cannot reach the person who controls the site.

Include:

primary site contact name, role, phone, and location;
backup contact;
access method, gate code, key location, alarm notes, tenant notice, or loading instructions;
parking, staging, elevator, roof hatch, attic, crawlspace, mechanical room, or shop access;
utility shutoffs and who may operate them;
restrooms, water, emergency exits, first aid kit, fire extinguisher, and muster point when relevant;
customer rules for pets, minors, tenants, employees, public traffic, photos, noise, dust, or after-hours work.

Do not bury shutoff notes in a text thread.

Write them in the packet:

Main water shutoff is in basement mechanical room behind shelving. Customer contact must move inventory before work. Crew may not move stocked product without customer present. Stop if shutoff cannot be reached before pipe cut.

That one note can prevent a rushed decision.

5. Tools, materials, equipment, and inspection checks

The JHA should not send a crew to choose controls after they arrive without the right gear.

List what has to be on the truck:

ladder, scaffold, lift, platform, harness, anchor, guardrail, cones, barricades, or signage;
meter, tester, camera, gauge, gas detector, respirator, ventilation fan, GFCI, extension cords, lighting, or lockout kit;
SDS, product label, permit card, locate ticket, test form, inspection checklist, or manufacturer instructions;
replacement parts, fasteners, fittings, bags, containment supplies, cleanup materials, or disposal containers;
PPE by task, not just a generic checkbox.

Then assign inspection responsibility:

Item	What to check
Ladder	Type, duty rating, feet, rungs, rails, angle, top support, landing extension, traffic exposure, and whether it is for access or work.
Scaffold or platform	Leveling, planking, guardrails, access, loading, tie-in if needed, competent-person inspection, and removal from service if defective.
Electrical test equipment	Meter rating, leads, condition, function check, and verification method before contact.
PPE	Correct type, condition, fit, compatibility, replacement rule, and user training.
Chemical products	Label, SDS, ventilation, storage, mixing rule, contact time, spill response, and disposal path.
Traffic/public controls	Cone spacing, barricade location, signs, spotter, alternate route, and public re-entry condition.

Use the safety inspection checklist for recurring checks. Keep the JHA focused on today's task and today's hazards.

6. Emergency and stop-work notes

The packet should tell the crew what to do before something goes wrong.

Include:

nearest emergency address if the site is hard to describe;
site-specific emergency access point;
first aid kit and fire extinguisher location;
emergency contact and supervisor contact;
utility shutoff or isolation method;
weather, heat, traffic, violence, fire, chemical, fall, trench, electrical, or exposure stop-work triggers;
who can restart work after a stop.

Strong stop-work triggers are specific:

Stop if attic access is unstable, suspect asbestos-containing material is disturbed, unlabeled wiring blocks fan removal, customer requests extra circuit work, or temperature exceeds company heat-work limit without controls.

Weak stop-work triggers are vague:

Stop if unsafe.

Crews need permission to pause the job without feeling like they are creating trouble. OSHA's construction safety program guidance stresses worker participation and reporting hazards without fear of retaliation. A packet that says "stop and call" only works if the owner backs it in the field.

7. Crew review, signature, and post-job feedback

The final section should prove the packet was reviewed and capture what changed.

Include:

date and time reviewed;
crew lead;
workers present;
language or translation note if needed;
questions raised;
changes made before work started;
initials or signature;
post-job note for what should change next time.

CPWR's Pre-Task Planning guidelines and resources describe pre-task planning as a discussion before each task about work steps, hazards, and controls. CPWR also includes post-task review tools so contractors can adjust the next plan based on what happened during the shift.

That feedback loop is where small shops get better.

If the crew finds a missing shutoff, wrong ladder, blocked access, bad sketch, hidden condition, or near miss, do not leave it in a group chat. Put it in the daily report log, service report, near miss report, or incident report, then fix the next packet.

Use Incident Investigation Reports: Use the 5 Whys Without Blaming the Crew when something almost went wrong or did go wrong. The purpose is not to blame the worker who happened to be holding the tool. The purpose is to find the weak planning step before it repeats.

Trade examples: what a pre-job packet changes

The format stays similar across trades. The useful details change.

HVAC attic replacement

Weak packet:

Replace air handler.

Useful packet:

Replace attic air handler under quote Q-2041. Access through hallway pull-down stair. Two-person lift required. Verify attic platform and lighting before removal. Confirm power off at disconnect and panel. Bring drain pan, float switch, condensate materials, headlamp, floor protection, and respirator if insulation disturbance requires it. Stop if platform is damaged, suspect material is exposed, condensate route differs from quote, or customer asks for duct replacement.

The HVAC work order should carry the task details. The JHA pre-job packet carries the access, electrical, lifting, heat, respiratory, and stop-work plan.

Electrical panel work

Weak packet:

Panel swap.

Useful packet:

Replace interior subpanel after utility/main disconnect coordination is confirmed. Verify de-energized status before contact. Label unknown circuits as found, do not energize unlabeled loads without testing, keep customer clear of work area, and photograph existing condition before removal. Stop if service condition, conductor damage, grounding/bonding condition, water intrusion, or permit scope differs from approved plan.

The work order, JHA, permit note, inspection checklist, and final service report should tell one consistent story.

Plumbing drain excavation

Weak packet:

Dig and repair sewer.

Useful packet:

Repair sewer at marked front-yard location only. Review locate ticket and field marks before excavation. Photograph marks, dig zone, and existing surface. Keep spoil away from trench edge. No trench entry without competent-person review and required protective system. Stop if unmarked utility, unstable soil, water intrusion, depth change, or customer-requested added pipe replacement appears.

This is where Utility Locate Photo Logs Before Digging belongs directly inside the packet.

Commercial pressure washing

Weak packet:

Wash dumpster pad.

Useful packet:

Wash restaurant dumpster pad before opening. Confirm access and keep employees out of wet zone. Protect storm drain according to approved wash-water plan. Use chemical PPE listed on SDS. Maintain slip barricades until surface is safe for foot traffic. Stop if runoff path differs from site assessment, public bypasses barriers, or grease/debris volume exceeds quoted disposal scope.

Tie the packet to Commercial Pressure Washing Bids: Sidewalks, Drive-Thrus, and Dumpster Pads so the quote, water-control plan, and work order do not drift apart.

Tree removal

Weak packet:

Remove backyard tree.

Useful packet:

Remove backyard maple using climber method approved in quote. Confirm drop zone, fence protection, utility clearance, customer parking relocation, chipper location, and debris route before cutting. Crew lead controls public exclusion zone. Stop if wind increases, overhead utility clearance differs, hidden decay changes method, or customer requests extra limbs/stump work.

The tree removal quote workflow should feed the JHA with method, access, utilities, equipment, cleanup, and change-order triggers.

What to leave out

A pre-job packet should be useful in the field.

Leave out:

long policy text the crew cannot use on site;
every OSHA standard number you can find;
generic "be safe" language;
old hazard controls copied from a different address;
customer-facing promises your contract does not support;
legal conclusions about compliance that should come from a qualified professional;
blame language aimed at workers instead of the work system;
stale contacts, old gate codes, expired permits, outdated SDS, and obsolete emergency numbers.

The packet can cite or reference a company safety program, OSHA standard, state-plan rule, customer site policy, or manufacturer instruction. It does not need to become a safety manual.

If it cannot help the crew decide what to do before work starts, move it somewhere else.

End the job by improving the next packet

The best pre-job packet is not frozen.

At the end of the shift, ask four questions:

What did we expect that was correct?
What was different from the packet?
What control worked or failed?
What should the next crew know before coming back?

Put those answers in the daily field handoff report workflow, service report, near miss report, incident report, or change order as appropriate.

The latest BLS CFOI release reported 5,070 fatal work injuries in the United States in 2024. Construction and extraction occupations accounted for 1,032 of them, including 370 fatal falls, slips, and trips. For a small crew, those numbers are not abstract compliance trivia. They are the kinds of losses the packet is supposed to help prevent before the job starts.

A JHA pre-job packet will not make dangerous work harmless.

It can make the plan visible before the crew is already under the load, on the ladder, in the trench, at the panel, beside the roadway, or standing at the roof edge.

That is the moment the paperwork has to earn its place.

Sources

OSHA, 29 CFR 1926.20, General safety and health provisions, for construction accident-prevention responsibilities, competent-person inspections, unsafe equipment removal, and qualified equipment operation.
OSHA, 29 CFR 1926.21, Safety training and education, for employer responsibility to instruct employees in recognizing and avoiding unsafe conditions and applicable work-environment rules.
OSHA, Job Hazard Analysis, OSHA 3071, for the JHA method, worker involvement, job prioritization, step breakdown, hazard identification, controls, and review practices.
OSHA, Recommended Practices for Safety and Health Programs in Construction, OSHA 3886, for hazard identification, worker participation, "find and fix" planning, and small-employer safety program context.
OSHA, State Plans, for OSHA-approved state-plan coverage and the requirement that state plans be at least as effective as federal OSHA.
NIOSH and CPWR, Construction Toolbox Talks, updated February 29, 2024, for focused worker discussions, hazard explanations, discussion questions, safety points, and practical solutions.
CPWR, Pre-Task Planning Guidelines and Resources for Construction, for pre-task planning as a discussion of work steps, hazards, and controls, plus field tools and post-task review concepts.
U.S. Bureau of Labor Statistics, National Census of Fatal Occupational Injuries in 2024, released February 19, 2026, for fatal work injury, construction and extraction occupation, and falls/slips/trips context.

Verify OSHA, state-plan, customer-site, permit, licensing, contract, insurance, manufacturer, and trade-specific safety requirements with the authority having jurisdiction, qualified safety professionals, counsel, insurers, and competent trade supervisors before acting.

Common questions

What is a JHA pre-job packet?: A JHA pre-job packet is the field-ready set of documents a crew reviews before work starts. It usually includes the work order, job hazard analysis, site access notes, hazards, controls, PPE, emergency details, stop-work triggers, and crew sign-off.
Is pre-task planning the same thing as a JHA?: They overlap. CPWR describes pre-task planning as a discussion before each task about work steps, hazards, and controls, and notes that some companies call it JHA, JSA, or a morning huddle. Use the name your shop, customer, or regulator expects, but make sure the crew sees the task, hazards, controls, and stop-work points before work starts.
Does OSHA require a JHA for every small job?: OSHA does not use one universal "JHA for every job" rule for all work. But employers still have duties to identify hazards, train workers, inspect job sites, and control unsafe conditions. Specific tasks, state plans, contracts, or customer sites may also require written planning. A JHA is a practical way to document that planning when risk, complexity, or site conditions justify it.
What is the difference between a JHA and a work order?: A work order tells the crew what work is approved. A JHA tells the crew how the work will be broken into steps, what hazards are present, and what controls must be used. On simple jobs, the work order may include a short safety briefing; on higher-risk jobs, attach a separate JHA.
Who should fill out the JHA before a job starts?: The owner, supervisor, crew lead, competent person when one is required, or another task-qualified person should prepare or review the JHA with input from workers who understand the work. The person preparing it must know the task, hazards, controls, and stop-work authority.
What should be included in a small-crew pre-job packet?: Include job identity, approved scope, site contact, access notes, task steps, hazards, controls, PPE, tools, materials, emergency information, shutoffs, inspection checks, stop-work triggers, and crew acknowledgment. Add photos, permits, SDS, locate tickets, or manufacturer instructions when they affect the field plan.
Should PPE be listed in the JHA packet?: Yes, but list PPE by hazard and task. "Gloves and glasses" is too vague for chemical splash, cut hazards, respiratory exposure, electrical work, or fall protection. The packet should show the stronger controls first and then name the remaining PPE decision, fit check, inspection, and replacement rule.
How long should a JHA briefing take?: For routine work, the review may take five minutes. For higher-risk work, new work, changed conditions, multi-trade coordination, or unfamiliar equipment, it should take as long as needed for the crew to understand the steps, hazards, controls, emergency plan, and stop-work points.
What should the crew do if site conditions do not match the packet?: Stop, document the changed condition, update the JHA or work order, and get the right approval before continuing. If the change affects price, schedule, method, material, warranty, or risk, use a change order or revised authorization before proceeding.
Can a JHA pre-job packet be digital?: Yes, if the crew can access it, review it, sign or acknowledge it, and preserve it with the job file. Digital packets should still be job-specific, readable in the field, tied to the correct version, and updated when conditions change.
Should customers see the JHA?: Usually the JHA is an internal safety planning document, but customers may need to see related access rules, shutoff needs, exclusion zones, schedule impacts, or site responsibilities. Do not give customers legal or compliance conclusions beyond what your contract, authority, insurer, or qualified safety professional supports.
What happens to the packet after the job?: Save it with the job file, along with the daily report, service report, photos, change orders, near miss or incident reports, and completion sign-off. Use the field feedback to improve future packets for the same task or customer site.