Readiness before action
BeforeMissing prerequisites are discovered after the work is assigned.
With SkillSmithMake prerequisites and required resources visible in the prepared task plan.
Permit preparation and review
Give permit issuers a clear basis for authorizing the start
Bring the control checks, issuer and authorized work period into the start decision. The issuer can see which planned controls have been verified in place and what still needs attention.
Prepare the permit: scope, energy sources or fire hazards, controls planned Verify the controls in place, then authorize the start Do the work under the permit; report a changed condition Close out: locks removed by their owners, fire watch complete, area restored
Roles, playbooks and a practical launch plan for your team.
Choose prepared work and its recipient — incident-response example
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
Permit preparation and review
Has the authorized person verified the planned controls before permitting the start?
For work around hazardous equipment, make the permit scope and planned controls explicit. The issuer records what has been verified before authorizing the start.
WORKED DECISION
Verify the outstanding control before authorization
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Permit and Verification | Open the selected material for this occurrence. |
| Recorded response | each control verified (locks and tags, try-step; combustibles cleared, fire watch posted), authorized from / until and issuer | Save the response with its work context. |
| Review point | authorized from / until and issuer | Agree the next action with the person responsible for this decision. |
Connected work across your team
Prepare, authorize and close a permit to work
Bring permit and verification into the prepared work. Assigned team member and Designated specialist each receive the context needed for their part.
Assigned team member
Prepare the permit: scope, energy sources or fire hazards, controls planned
Record permit type, scope, energy sources / fire hazards, controls planned and people involved.
- permit type
- scope
- energy sources / fire hazards
- controls planned
- people involved
Assigned team member
Do the work under the permit; report a changed condition
Record work done within scope, any changed condition (stop) and time.
- work done within scope
- any changed condition (stop)
- time
Designated specialist
Close out: locks removed by their owners, fire watch complete, area restored
Record each lock removed by the person who applied it (or the (e)(3) exception recorded), fire watch period completed, area restored and closed by.
- each lock removed by the person who applied it (or the (e)(3) exception recorded)
- fire watch period completed
- area restored
- closed by
The difference in your team’s day
Ready-to-assign work
BeforeEach assignment requires recreating its instructions and fields.
With SkillSmithChoose a prepared task with its resources, response fields and next steps already defined.
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
Permit
The permit form for the selected profile.
Verification
The verification record for the profile: locks, tags and try-step; or fire-watch log; or entry checks.
Procedure
The energy-control or hot-work procedure the permit refers to.
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 permit, verification and procedure 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 designated specialist 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
Choose the task, eligible recipients and deadline, then walk through the actual response fields.
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 each control verified (locks and tags, try-step; combustibles cleared, fire watch posted), authorized from / until and issuer. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Which materials do we need to bring?
Bring permit, verification and procedure. We use those choices to prepare the working context, then check that each task opens the material it needs.
How do people receive the prepared work?
Select the prepared task and the relevant recipients when assigning work. Making a playbook available to a group and giving a person a task are separate setup choices.
What is the outcome for the wider workflow?
Closed by the issuer with every control verified at the start, every lock removed by its owner (or the exception recorded), the fire watch completed and the area restored.