JHA / JSA / AHA builderMechanically Expanded Concrete Anchor Installation JHA
A JHA breaks the work into steps, hazards and controls. Use this example to build a draft for your actual job and review it with your crew.
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Step 1 of 4 · Working draft
Your job
Tell Jenkins what you’re planning and where the work will happen. Use the actual job details.
Use the published example’s suggestions when they fit your task, or write your own steps. These are planned controls, not verified worksite conditions.
Describe an observable step, how someone could be harmed, and the control that acts on that hazard. Identify who checks it and what evidence is needed.
Walk through the plan with the people doing the work. Resolve missing controls and agree who checks them. Moving to the next step does not approve the work.
Confirm people, equipment and emergency arrangements
Record changes, checks, and open actions
Walk the work area, review with the crew, and resolve missing controls. Follow the required approval process. This tool does not judge completeness, verify signatures or authorize work.
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Your Mechanically Expanded Concrete Anchor Installation JHA
Walk through the job in order. Use these possible hazards, planned controls and checks to start a conversation about your actual work.
011. Match the design, holes and selected anchor
Possible hazards: A wrong anchor, unsuitable concrete or assumed hole acceptance can leave an apparently complete mounting connection unable to perform its intended function.
Planned controls: Installation lead identifies the plate, concrete area, exact anchor system and current structural detail. Match the accepted hole locations and dimensional records to the specified embedment and substrate requirements. Resolve missing or conflicting evidence before installing anything; an adhesive-dowel release does not establish suitability for this mechanical anchor.
Check before work: Lead matches actual design, component identity and hole records before use.
022. Confirm the permitted receiving-hole condition
Possible hazards: Retained debris, moisture outside product limits or an improvised cleaning method can prevent correct seating and expose workers to airborne dust.
Planned controls: Assigned installer completes the selected system’s actual hole-condition checks and any permitted final preparation using the employer’s assessed dust controls. Protect nearby people and capture removed material. Hold damage, uncertain depth or an unsuitable condition for responsible disposition; do not enlarge a hole, add resin or adopt another anchor’s cleaning exception.
Check before work: Installer records required hole-condition findings and unresolved preparation issues.
033. Support the plate and prepare matched components
Possible hazards: A shifting plate, mismatched nut or damaged expansion clip can trap hands or undermine the selected anchor’s setting process.
Planned controls: Crew retains independent support for the unloaded plate, checks its released alignment and assembles the exact anchor, nut and washer configuration under the applicable instructions. Stage compatible hammer and setting tools from stable access. Reject damage or substitutions and keep hands out of plate movement and closing gaps; do not rely on an unset anchor for support.
Check before work: Lead checks plate support, component match and controlled tool positions.
044. Drive anchors through the specified arrangement
Possible hazards: Uncontrolled hammering, damaged threads or incomplete seating can injure hands and leave an anchor outside the intended installation condition.
Planned controls: Installer uses the selected system’s driving method and prescribed component position to place each anchor through the supported plate into its accepted hole. Maintain safe hand positions and eye protection. Stop for unexpected resistance, plate movement or damaged threads; obtain disposition instead of increasing force, trimming an anchor or modifying the hole.
Check before work: Installer verifies prescribed seating and condition before setting torque is applied.
055. Set and verify each mechanical anchor
Possible hazards: Insufficient or excessive installation torque, unsuitable tools or unrecorded anchor movement can produce an unreliable connection despite a tight-looking nut.
Planned controls: Assigned personnel apply the exact selected system’s installation torque and verification method with the required suitable tool and tool evidence. Monitor prescribed seating and movement indicators and record identified locations. Keep failed or unverified anchors held for responsible review; neither an impact tool’s general setting nor another anchor diameter’s value establishes acceptance.
Check before work: Lead verifies actual setting findings and required tool evidence at the hold point.
066. Protect and hand over the unloaded connection
Possible hazards: Premature fixture loading or later nut disturbance can invalidate the installation condition and hide an unresolved anchor concern.
Planned controls: Keep the supported fixture unloaded until its actual connection acceptance and separate loading decision are obtained. Record installation findings, held locations and component dispositions. Remove tools and dust safely and transfer restrictions to the receiving lead. Any later fastener disturbance or retightening follows the applicable system and project process rather than a casual field adjustment.
Check before work: Receiving lead confirms actual connection status and remaining load restrictions.
Example scope and starting conditions
A trained crew will install specified torque-controlled wedge anchors through an independently supported unloaded mounting plate into accepted holes in a ground-level concrete building foundation. Current design and manufacturer instructions govern component compatibility, driving, actual setting torque and acceptance. New drilling and application of fixture loads are separate operations. This fictional learning example describes planned controls; it records no actual inspection or work authorization.
- The design identifies the actual concrete condition, locations, anchor model, embedment, plate and load purpose. Drilled holes have separate structural and service clearance and actual dimensional acceptance; installation readiness still requires the selected anchor’s applicable hole-condition checks.
- The selected wedge-anchor instructions establish component assembly, driving, torque and verification requirements. Required tools and their verification evidence are available; no universal torque, embedment, test load or substitute fastening method is supplied.
- The drilling and dowel-installation connection 238110-06 is partial: mechanical expansion-anchor setting in accepted holes only. Hole drilling, reinforcing-bar dowels, adhesive cure, proof testing, structural design and fixture load application require separate analyses.
Know when to pause
- The selected anchor, actual concrete or accepted-hole evidence does not match the released design.
- Driving, seating, threads, plate support or observed anchor response differs from the system instructions.
- The actual setting criterion, suitable tool evidence or required connection verification cannot be established.
After a pause, correct the condition, reassess the work, and obtain required authorization before restarting.
Free example and template
No account required. The worked example contains planned controls. The blank template is for your own work; neither includes fabricated inspection results, signatures or approval.
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For managers
Does the team have what it needs to carry out the plan? Give the crew time, equipment and support, and make it clear who will resolve anything that is missing.
Manager checks and supporting resources
Confirm the people doing the work have the time, equipment, information and support to carry out the plan. Agree who checks the controls and who resolves open actions.
Questions to resolve before work
- Which actual hole and substrate records match this anchor model and the released design?
- How will the unloaded plate stay independently supported while anchors are driven and set?
- Who verifies the selected setting and acceptance evidence before any fixture loads are applied?
Training and qualifications to confirm
- Selected wedge-anchor installation instruction on component identity, hole readiness, supported driving, actual setting torque and required verification.
- Instruction on hammer and wrench reaction paths, dust-controlled permitted hole preparation, damaged-anchor reporting and the separate fixture-load hold.
Confirm the actual training evidence for the assigned people. A toolbox talk does not establish competence.
Decisions that change the plan
Can resin or a larger anchor be used when a wedge anchor does not seat correctly?
No substitution is authorized by this installation plan. Keep that location held and obtain the responsible design and manufacturer disposition. An unsuitable hole or anchor condition cannot be corrected by adding adhesive, increasing torque or changing diameter without an accepted revised detail. Any new drilling or proof test is a separate planned operation.
What must the crew record for actual use?
Record plate and anchor locations, current design and product instructions, actual substrate and hole-acceptance basis, component identity, prescribed seating and setting findings and required tool evidence. Identify held anchors, accepted dispositions, receiving lead and separate fixture-loading requirements; do not pre-enter favorable installation results.
Keep planning connected
Resources that support this JHA
Additional tools for task planning and safe work. Start with the free resources; explore paid options only when they meet an additional need.
Toolbox talks for the work
Prepare a practical crew discussion.
Concrete Drilling: Verify the Hole and Breakthrough →Hand Tools: Condition, Selection & Line of Fire →Safety Checklists: Show the Evidence Before the Tick →
Safety program resources
Review procedures, roles, and requirements.
Browse the existing catalog and confirm the scope and purchase availability of each program.
Browse safety programs →
Paid service · Availability
Task-specific training and qualifications
Explore applicable training and qualification needs.
Task-specific training services are not currently available to book here. Start with the free training-needs lookup; a toolbox talk or online course alone does not establish competence or employer authorization.
Review training needs · Free →People, equipment, emergency arrangements and open actions are recorded in the guided JHA’s Crew review step.
Open the crew review step →For safety professionals
How do we know the planning process and controls are working? Connect what the crew reports with field checks, risk decisions and the evidence behind your system.
Industry context, SIF, control verification and AHA review
Guidance and evidence
Review the method, risk decisions and evidence behind the plan. Use the actual jurisdiction, equipment instructions, employer process and project requirements.
Task-by-task control and verification rationale
1. Match the design, holes and selected anchor
Hazard: A wrong anchor, unsuitable concrete or assumed hole acceptance can leave an apparently complete mounting connection unable to perform its intended function.
Control: Installation lead identifies the plate, concrete area, exact anchor system and current structural detail. Match the accepted hole locations and dimensional records to the specified embedment and substrate requirements. Resolve missing or conflicting evidence before installing anything; an adhesive-dowel release does not establish suitability for this mechanical anchor.
Verification: Lead matches actual design, component identity and hole records before use.
Why this belongs in the analysis: Hole acceptance is tied to a particular anchor and intended connection.
2. Confirm the permitted receiving-hole condition
Hazard: Retained debris, moisture outside product limits or an improvised cleaning method can prevent correct seating and expose workers to airborne dust.
Control: Assigned installer completes the selected system’s actual hole-condition checks and any permitted final preparation using the employer’s assessed dust controls. Protect nearby people and capture removed material. Hold damage, uncertain depth or an unsuitable condition for responsible disposition; do not enlarge a hole, add resin or adopt another anchor’s cleaning exception.
Verification: Installer records required hole-condition findings and unresolved preparation issues.
Why this belongs in the analysis: A drilled hole can be accepted structurally yet still need installation-specific preparation.
3. Support the plate and prepare matched components
Hazard: A shifting plate, mismatched nut or damaged expansion clip can trap hands or undermine the selected anchor’s setting process.
Control: Crew retains independent support for the unloaded plate, checks its released alignment and assembles the exact anchor, nut and washer configuration under the applicable instructions. Stage compatible hammer and setting tools from stable access. Reject damage or substitutions and keep hands out of plate movement and closing gaps; do not rely on an unset anchor for support.
Verification: Lead checks plate support, component match and controlled tool positions.
Why this belongs in the analysis: Independent support keeps the receiving fixture stable before the anchors become effective.
4. Drive anchors through the specified arrangement
Hazard: Uncontrolled hammering, damaged threads or incomplete seating can injure hands and leave an anchor outside the intended installation condition.
Control: Installer uses the selected system’s driving method and prescribed component position to place each anchor through the supported plate into its accepted hole. Maintain safe hand positions and eye protection. Stop for unexpected resistance, plate movement or damaged threads; obtain disposition instead of increasing force, trimming an anchor or modifying the hole.
Verification: Installer verifies prescribed seating and condition before setting torque is applied.
Why this belongs in the analysis: Driving and mechanical expansion are separate parts of completing the connection.
5. Set and verify each mechanical anchor
Hazard: Insufficient or excessive installation torque, unsuitable tools or unrecorded anchor movement can produce an unreliable connection despite a tight-looking nut.
Control: Assigned personnel apply the exact selected system’s installation torque and verification method with the required suitable tool and tool evidence. Monitor prescribed seating and movement indicators and record identified locations. Keep failed or unverified anchors held for responsible review; neither an impact tool’s general setting nor another anchor diameter’s value establishes acceptance.
Verification: Lead verifies actual setting findings and required tool evidence at the hold point.
Why this belongs in the analysis: The specified torque activates this anchor’s mechanical expansion; appearance alone cannot confirm it.
6. Protect and hand over the unloaded connection
Hazard: Premature fixture loading or later nut disturbance can invalidate the installation condition and hide an unresolved anchor concern.
Control: Keep the supported fixture unloaded until its actual connection acceptance and separate loading decision are obtained. Record installation findings, held locations and component dispositions. Remove tools and dust safely and transfer restrictions to the receiving lead. Any later fastener disturbance or retightening follows the applicable system and project process rather than a casual field adjustment.
Verification: Receiving lead confirms actual connection status and remaining load restrictions.
Why this belongs in the analysis: Anchor installation completion is not permission to apply every planned fixture load.
Compare control wording
| Needs improvement | More useful for this scenario |
|---|---|
| The hole is drilled; any anchor will fit. | Match the exact anchor and design to accepted hole dimensions, substrate and installation-condition evidence. |
| The impact wrench stopped, so mark it accepted. | Assigned personnel apply and verify the selected anchor’s actual setting method and required torque evidence. |
Common questions
Can this example be used as a JSA?
Adapt its Task | Hazard | Control analysis to the employer’s JSA format and actual task. Confirm assigned checks and record real findings before work.
What changes if the project requires an AHA?
Use the project’s governing AHA format, risk method, supporting records and acceptance process. The published formwork AHA illustrates additional structure; this example supplies no AHA risk rating or acceptance.
Are these resources part of a paid course?
This walkthrough, browser draft builder and downloads are free public resources, separate from Academy course enrollment.
References and source note
- Simpson Strong-Tie Anchor Anatomy 101: torque-controlled Strong-Bolt 2 wedge anchors
- Simpson Strong-Tie Strong-Bolt 2 product and installation-document access
- OSHA 1926.1153 Respirable crystalline silica
Original instructional scenario with planned controls. Primary references support hazard planning. Use actual equipment and product instructions, project design and employer requirements to establish field criteria. This example supplies no inspection findings or work authorization. Use actual equipment instructions and site requirements alongside these references. Reference review: October 12, 2026.
Developed by Todd Jerome Jenkins, MS, CSP · Edition v1.0 · October 13, 2026
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