FSM Job Safety Record

A Field Service Job Safety record stores a safety assessment associated with service work. It is a Field Service Management (FSM) custom record that holds the assessment outcome, notes, the person recorded as completing the check, and signature content. Its supplied relationships identify an asset and a customer relationship management (CRM) task.

Your account's forms and FSM Mobile configuration determine which assessment questions you see and which values you must enter. Creating a Job Safety record doesn't make a safety assessment required for every service visit.

Record Information

Use record and field IDs when working with searches, mappings, and integrations. Account labels can differ from the supplied English labels.

The following table summarizes the supplied record information.

Property	Value
Record type	FSM custom record
Record name	Field Service Job Safety
Record ID	`customrecord_nx_jobsafety`
Record identity	NetSuite Internal ID (`internalid`)
Supplied NetSuite form	Field Service Job Safety (`custform_nx_jobsafety`)

Property

Value

Record type

FSM custom record

Record name

Field Service Job Safety

Record ID

customrecord_nx_jobsafety

Record identity

NetSuite Internal ID (internalid)

Supplied NetSuite form

Field Service Job Safety (custform_nx_jobsafety)

The record ID identifies the custom record type for record operations and searches. An FSM Mobile resource ID or tab label identifies the record's configured presentation. Neither replaces the record type ID. The word Job in this record's name refers to service work, not the native NetSuite project record type (job).

Forms

FSM supplies the Field Service Job Safety entry form (custform_nx_jobsafety). The supplied form is marked as preferred, with the Store Form with Record box checked. With Store Form with Record checked, NetSuite retains the form used to create a record. NetSuite uses that form when the record is viewed or edited. Account form and role choices can affect the form used for entry. For native selection and storage behavior, see Custom Entry Form Properties.

The supplied form groups Asset and Task under related records and presents Safety Check Outcome, Safety Check Notes, Completed By, and Signature as service details. These FSM fields are optional on the supplied form. Account-created forms can present additional custom assessment fields or impose different requirements.

When an FSM Mobile resource generates elements from a NetSuite form, it uses the form's field definitions and applicable initial values. Generating these elements is separate from retaining a NetSuite UI form with a saved Job Safety record. Resource mappings determine which values are read or saved. Displaying a question alone doesn't create a field to store its answer.

For form selection, generated fields, and overrides in FSM Mobile, see Form Properties. For element types and validation, see FSM Mobile Element Reference.

Record Relationships

The supplied relationships are stored on the Job Safety record. Each single-selection field can reference one related record. Several assessments can reference the same asset or CRM task.

Related Record	Relationship and Field ID	Purpose
Asset	Job Safety Asset (`custrecord_nx_jobsafety_asset`) references Field Service Asset (`customrecord_nx_asset`).	Identifies the equipment or site assessed. This is a reference, not an asset hierarchy relationship.
CRM Task	Job Safety Task (`custrecord_nx_jobsafety_task`) references the native task (`task`). The field is designated a parent-record relationship.	Associates the assessment with a service visit and supports the Job Safety child sublist on the supplied FSM Task form.
Employee	Job Safety Completed By (`custrecord_nx_jobsafety_completed_by`) references an employee record.	Identifies the person recorded as completing the safety check. It is separate from the task's assignee and team.

Related Record

Relationship and Field ID

Purpose

Asset

Job Safety Asset (custrecord_nx_jobsafety_asset) references Field Service Asset (customrecord_nx_asset).

Identifies the equipment or site assessed. This is a reference, not an asset hierarchy relationship.

CRM Task

Job Safety Task (custrecord_nx_jobsafety_task) references the native task (task). The field is designated a parent-record relationship.

Associates the assessment with a service visit and supports the Job Safety child sublist on the supplied FSM Task form.

Employee

Job Safety Completed By (custrecord_nx_jobsafety_completed_by) references an employee record.

Identifies the person recorded as completing the safety check. It is separate from the task's assignee and team.

The Job Safety record has no supplied direct case, customer, project, or project task field. A linked CRM task can provide further service context through its own relationships. A CRM task associated with a project remains a CRM task, not a project task.

The supplied Task relationship specifies that its value is cleared when its parent task is deleted. This doesn't define a cascade that deletes the Job Safety assessment. Account scripts and workflows can impose additional deletion behavior.

An account can add custom relationships, but a custom link doesn't automatically provide FSM inheritance, visibility in FSM Mobile, history, report inclusion, or synchronization. For the linked records' own data and relationships, see FSM CRM Task Record and FSM Asset Record.

FSM Fields

The following table lists the seven supplied custom fields and the native External ID field used by FSM. The supplied record definition provides no fixed initial selections or values for the custom fields.

Field	Field ID	Purpose	Values and Behavior
Asset	`custrecord_nx_jobsafety_asset`	Identifies the asset assessed.	Selects one asset. This value is separate from the Asset field on the CRM task.
Task	`custrecord_nx_jobsafety_task`	Identifies the related CRM task.	Selects one task as the parent record.
Safety Check Outcome	`custrecord_nx_jobsafety_outcome`	Records the assessment result.	Selects from Field Service Pass Fail (`customlist_nx_pass_fail`), supplied with Pass, Fail, and N/A. Use the account's list-value IDs in integrations rather than assuming fixed numeric IDs.
Safety Check Notes	`custrecord_nx_jobsafety_notes`	Stores notes about the safety check.	Text Area field, distinct from native User Notes and System Notes.
Completed By	`custrecord_nx_jobsafety_completed_by`	Records the employee associated with the completed check.	Stores an employee reference. The field alone doesn't establish who entered or synchronized the record.
Signature	`custrecord_nx_jobsafety_signature`	Stores signature content associated with the safety check.	Rich Text field. A configured FSM Mobile form can present it as a signature element. Stored signature content is separate from the task's completion state.
Idempotency Key	`custrecord_nx_jobsafety_idem_key`	Retains the older custom creation-identity value for compatibility.	Current standard FSM Mobile record creation uses native External ID instead. This field is not a safety result or processing-completion indicator.
External ID (native)	`externalid`	Stores the record's external identity, including the creation key used when FSM Mobile follows the standard synchronization path.	FSM stores its FSM Mobile creation key with the `fsm_` prefix. It is separate from Internal ID and the assessment outcome.

Field

Field ID

Purpose

Values and Behavior

Asset

custrecord_nx_jobsafety_asset

Identifies the asset assessed.

Selects one asset. This value is separate from the Asset field on the CRM task.

Task

custrecord_nx_jobsafety_task

Identifies the related CRM task.

Selects one task as the parent record.

Safety Check Outcome

custrecord_nx_jobsafety_outcome

Records the assessment result.

Selects from Field Service Pass Fail (customlist_nx_pass_fail), supplied with Pass, Fail, and N/A. Use the account's list-value IDs in integrations rather than assuming fixed numeric IDs.

Safety Check Notes

custrecord_nx_jobsafety_notes

Stores notes about the safety check.

Text Area field, distinct from native User Notes and System Notes.

Completed By

custrecord_nx_jobsafety_completed_by

Records the employee associated with the completed check.

Stores an employee reference. The field alone doesn't establish who entered or synchronized the record.

Signature

custrecord_nx_jobsafety_signature

Stores signature content associated with the safety check.

Rich Text field. A configured FSM Mobile form can present it as a signature element. Stored signature content is separate from the task's completion state.

Idempotency Key

custrecord_nx_jobsafety_idem_key

Retains the older custom creation-identity value for compatibility.

Current standard FSM Mobile record creation uses native External ID instead. This field is not a safety result or processing-completion indicator.

External ID (native)

externalid

Stores the record's external identity, including the creation key used when FSM Mobile follows the standard synchronization path.

FSM stores its FSM Mobile creation key with the fsm_ prefix. It is separate from Internal ID and the assessment outcome.

For current creation identity and duplicate-request handling, see FSM Mobile Duplicate Creation Protection. No supplied Job Safety field indicates that a script is running or that all assessment data has synchronized.

Creation and Update Sources

The following table describes how assessments can be created or updated.

Source	Record Effect
NetSuite entry	Creates or edits an assessment using the applicable form and permissions. The supplied Task form can display linked assessments through its Job Safety sublist.
Configured FSM Mobile resource	Can create or update mapped assessment values when the resource targets `customrecord_nx_jobsafety`. Its form, mappings, defaults, and validation determine the captured data and links.

Source

Record Effect

NetSuite entry

Creates or edits an assessment using the applicable form and permissions. The supplied Task form can display linked assessments through its Job Safety sublist.

Configured FSM Mobile resource

Can create or update mapped assessment values when the resource targets customrecord_nx_jobsafety. Its form, mappings, defaults, and validation determine the captured data and links.

Saving locally in FSM Mobile is separate from successful synchronization with NetSuite. Initial values for Completed By, Asset, and Task depend on the applicable form, resource defaults, mappings, and account rules.

Used by FSM Features

The following table summarizes the FSM capabilities that use this record.

Feature or Capability	Record Use
Configured FSM Mobile safety assessment	Holds the mapped results of the configured assessment. Shared form and element configuration determines its presentation and requirements.
FSM Mobile Duplicate Creation Protection	Uses External ID to recognize an earlier creation when the resource uses standard record synchronization.

Feature or Capability

Record Use

Configured FSM Mobile safety assessment

Holds the mapped results of the configured assessment. Shared form and element configuration determines its presentation and requirements.

FSM Mobile Duplicate Creation Protection

Uses External ID to recognize an earlier creation when the resource uses standard record synchronization.

Record Constraints and Data Requirements

All seven supplied custom fields are optional in the record definition and supplied form. A customized form, FSM Mobile validation, or an account script can require additional data. Requirements configured for an FSM Mobile resource don't automatically apply to all NetSuite records of this type.

The Task link doesn't impose a one-assessment-per-visit limit. Article-count limits in FSM Mobile control the configured resource and don't establish a database-wide uniqueness rule.

Safety Check Outcome and Signature describe assessment data. Neither value alone confirms that the CRM task or a required FSM Mobile resource is complete, or that work may proceed. These outcomes depend on the relevant workflow and validation rules.

Linking an assessment to a task or asset doesn't automatically add it to a service report. Report data selection and the template must include the assessment. For report behavior and setup, see FSM Service Reports and Notifications.