Clear exceptions and recovery
BeforeAn incomplete response loses its correction route.
With SkillSmithUse waiting, return and correction paths with a responsible owner and retained context.
Read and acknowledge a document
Turn instruction questions into guidance people can use
Give the team lead a place to answer a question, decide how the instruction applies and arrange support. The employee gets guidance for the part of their work that prompted the question.
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
Pay only when you see results
Agree the outcome for your first workflow with our team.
Trusted by leading organizations
“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
What answer or applicability decision does a raised instruction question need?
The team lead works from document to read. The record makes answer or applicability decision and support arranged clear to the next person.
WORKED DECISION
Explain how the instruction applies and arrange support
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Document to read | Open the selected material for this occurrence. |
| Recorded response | answer or applicability decision and support arranged | Save the response with its work context. |
| Review point | the member raised a question, or failed the check after the allowed attempts | Agree the next action with the person responsible for this decision. |
Connected work across your team
Read and acknowledge a document
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
Read and acknowledge the current version
Record person, document version, timestamp and optional question.
- person
- document version
- timestamp
- optional question
Assigned team member
Answer the understanding check
When the acknowledge and check variant is selected, record score, pass/fail and attempt.
- score
- pass/fail
- attempt
Team lead
Resolve a raised question or a failed check
When the member raised a question, or failed the check after the allowed attempts, record answer or applicability decision and support arranged.
- answer or applicability decision
- support arranged
The difference in your team’s day
Clear progress and next steps
BeforeAn open item has no visible responsible next action.
With SkillSmithInspect task state, related work and the responsible next action in Pulse.
Connected information and agent support
The materials that make this method usable
Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.
Your work context
Document to read
The controlled document; the published version is pinned to every occurrence.
Understanding check
Three to eight questions tied to the document version; only for the 'acknowledge and check' variant.
Wording
Optional wording that explains why this group must read it.
We bring the relevant
context into your work
ResourcesPlaybooks
My Tasks
Your next task, ready to act on
- The job context
- Your approved instructions
- A clear response
Available to the right team member
Keep the conversation moving
Take the method into your team's discussion
Use the product sheet to review the roles, materials, workflow and setup choices together.
- The full working method and the focused decision
- Responsibilities and useful materials
- A practical starting plan
PDF · 6 pages
Our delivery approach
Prepare the first useful playbook
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
- 01
Select the working material
Choose document to read from the resources your team uses.
What we prepare togetherThe relevant resources are available for the tasks that use them.
- 02
Agree the responsibilities
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.
- 03
Walk through the selected route
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
We are here to help
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.
Bring your work; we help prepare the method
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.
Rohit Singh
VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.
Brent Jackson
Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
Prepare the method for your team
What stays with the recorded response?
The response for this occurrence retains answer or applicability decision and support arranged. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Which materials do we need to bring?
Bring document to read. We use those choices to prepare the working context, then check that each task opens the material it needs.
How do the conditional steps become part of the method?
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.
What is the outcome for the wider workflow?
An acknowledgment is retained for each person and document version. When selected, the understanding check or recorded applicability decision accompanies that response.