Audit against a standard and close the findings

Turn audit findings into clear responsibilities and decisions

Respond to each finding with an action, owner and due date, or an accepted-risk decision. The audit record gives people a shared view of the response and makes outstanding follow-up easy to identify.

Conduct the audit Review findings and assign corrective actions Implement a corrective action (when triggered) Verify effectiveness and close (when triggered)

Roles, playbooks and a practical launch plan for your team.

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Share an observation through a published form

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Pay only when you see results

Agree the outcome for your first workflow with our team.

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Audit against a standard and close the findings

How will the owner respond to each finding from the completed audit?

The accountable owner works from checklist and action record. The record makes per finding: action, owner, due, or accepted risk clear to the next person.

WORKED DECISION

Add the action or signed risk decision

Decision pointInformation to useResponsible next step
Working materialChecklist and Action recordOpen the selected material for this occurrence.
Recorded responseper finding: action, owner, due, or accepted riskSave the response with its work context.
Review pointper finding: action, owner, due, or accepted riskAgree the next action with the person responsible for this decision.
Review the selected material, this occurrence's response and any conditional follow-up.

Connected work across your team

Audit against a standard and close the findings

Bring checklist and action record into the prepared work. Designated specialist, Accountable owner and Team lead each receive the context needed for their part.

Designated specialist

Conduct the audit

Record clause-by-clause conformity, evidence and findings graded.

  • clause-by-clause conformity
  • evidence
  • findings graded

The difference in your team’s day

Human judgment at the right point

BeforeA completed entry is mistaken for the responsible person's decision.

With SkillSmithGive the accountable owner the recorded response and agreed criteria for this decision.

Fair and explainable treatment

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

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

Checklist

The audit checklist with clause references and conformity ratings.

Form

Rubric

Grading of findings (major, minor, observation).

Assessment

Action record

The corrective action record.

Form
SkillSmith

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
Cover of the SkillSmith product sheet

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.

  1. 01

    Select the working material

    Choose checklist and action record from the resources your team uses.

    What we prepare togetherThe relevant resources are available for the tasks that use them.

  2. 02

    Agree the responsibilities

    Confirm designated specialist, accountable owner 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.

  3. 03

    Walk through the selected route

    Walk through these conditional steps: “Implement a corrective action”; “Verify effectiveness and close”.

    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

Rohit Singh

VP of Strategic Partnerships

Connecting your workflows with the systems and partners you rely on.

Brent Jackson

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 per finding: action, owner, due, or accepted risk. It belongs to the work being reviewed, rather than replacing a different occurrence's record.

Which materials do we need to bring?

Bring checklist and action record. 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 a finding has an assigned action. Select the variant or respond to the recorded condition before treating that step as required.

What is the outcome for the wider workflow?

Audit performed and every finding has an owned action or an accepted risk signed by the owner; the audit is 'performed' while any action remains open, 'closed' when all are verified.

Plan a useful first walkthrough

See it with your team’s work

Bring one real example and the material your team uses. We will walk through the task sequence and the decision that matters to you.

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