Human judgment at the right point
BeforeA completed entry is mistaken for the responsible person's decision.
With SkillSmithGive the designated specialist the recorded response and agreed criteria for this decision.
Collect a credential and keep it current
Let the specialist accept or return a credential against its requirement and record the validity dates. Retaining superseded documents gives later reviewers the history behind the current record.
Upload the credential Review and accept
Roles, playbooks and a practical launch plan for your team.

Separate demonstration, observation and qualification decisions

Agree the outcome for your first workflow with our team.
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Collect a credential and keep it current
The designated specialist works from request form. The record makes accepted / returned and validity dates → credential record clear to the next person.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Request form | Open the selected material for this occurrence. |
| Recorded response | accepted / returned and validity dates → credential record | Save the response with its work context. |
| Review point | accepted / returned and validity dates → credential record | Agree the next action with the person responsible for this decision. |
Connected work across your team
Bring request form into the prepared work. Assigned team member and Designated specialist each receive the context needed for their part.
Assigned team member
Record document, issue date, expiry date and declaration.
Designated specialist
Record accepted / returned and validity dates → credential record.
BeforeA completed entry is mistaken for the responsible person's decision.
With SkillSmithGive the designated specialist the recorded response and agreed criteria for this decision.
BeforePeople cannot see the method or evidence behind a decision.
With SkillSmithMake methods, responsibilities and decision evidence visible for 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 credential request form with file upload and validity dates.
Which roles need which credentials, and the renewal window.
Accepted issuers and equivalences.

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 request form 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 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.
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
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 accepted / returned and validity dates → credential record. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Bring request form. We use those choices to prepare the working context, then check that each task opens the material it needs.
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.
A current accepted credential is on file; superseded records are kept.