Support for unfamiliar situations
BeforeThe person has to leave the work to find its instructions or help.
With SkillSmithOpen the selected document with the task, and keep a question attached when help is needed.
Read and acknowledge a document
Keep each acknowledgment with the person, document version and response time. See who has responded to the current instruction and direct follow-up to the readers and questions that need attention.
Read and acknowledge the current version Answer the understanding check (when selected) Resolve a raised question or a failed check (when triggered)
Roles, playbooks and a practical launch plan for your team.

Keep the acknowledgement with the assigned instruction

Agree the outcome for your first workflow with our team.
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“SkillSmith has always been very professional and responsive throughout the entire process and an absolute pleasure to work with.”
Paul HildebrandDirector of HSE/DOT, Jones Power
Read and acknowledge a document
A version change creates a new response question for the team. Keeping each receipt with its assigned version makes the remaining acknowledgement work visible.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Version in use | Assigned document and version | Open the current instruction. |
| Existing response | Person, document version and timestamp | Check which assignment the receipt covers. |
| Missing or different response | Assigned version and existing acknowledgement | Obtain the current-version response. |
Connected work across your team
Bring document to read into the prepared work. Assigned team member and Team lead each receive the context needed for their part.
Assigned team member
Record person, document version, timestamp and optional question.
Assigned team member
When the acknowledge and check variant is selected, record score, pass/fail and attempt.
Team lead
When the member raised a question, or failed the check after the allowed attempts, record answer or applicability decision and support arranged.
BeforeThe person has to leave the work to find its instructions or help.
With SkillSmithOpen the selected document with the task, and keep a question attached when help is needed.
BeforeThe current status hides which response or version came before it.
With SkillSmithKeep person, document version and timestamp with the work, with recorded history available for later review.
Connected information and agent support
Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.
Your work context
The controlled document; the published version is pinned to every occurrence.
Three to eight questions tied to the document version; only for the 'acknowledge and check' variant.
Optional wording that explains why this group must read it.

We bring the relevant
context into your work
Our delivery approach
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
Choose document to read from the resources your team uses.
What we prepare togetherThe relevant resources are available for the tasks that use them.
Confirm assigned team member and team lead for this method, then choose the people eligible to receive its work.
What we prepare togetherThe method names who contributes, reviews and receives the next work.
Walk through these conditional steps: “Answer the understanding check”; “Resolve a raised question or a failed check”.
What we prepare togetherYour team sees the response and the resulting next step before extending the method.
Talk with our team
Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.
We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.
Your materialUse the instructions, forms and references your team already maintains.
Practical preparationConnect the material to the people and responses needed for the method.
A useful walkthroughTry the ordinary route and the point where your team needs a different decision.

VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.

Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
The response for this occurrence retains person, document version, timestamp and optional question. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Bring document to read. We use those choices to prepare the working context, then check that each task opens the material it needs.
The conditional route is used when the acknowledge and check variant is selected. Select the variant or respond to the recorded condition before treating that step as required.
An acknowledgment is retained for each person and document version. When selected, the understanding check or recorded applicability decision accompanies that response.