Qualify and induct a contractor or visitor

Make site-approval decisions fit the work people will do

Review submitted qualifications against the selected contractor or visitor profile. Record approval, conditions or decline with the site, job scope and validity so the decision explains where the approval applies.

Submit qualifications Review and approve for site Complete the site induction

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

Keep the acknowledgement with the assigned instruction. Recorded document-acknowledgement example with its bound instruction and assessment.
SkillSmith · Keep the acknowledgement with the assigned instruction

Keep the acknowledgement with the assigned instruction

Pay only when you see results
Pay only when you see results

Agree the outcome for your first workflow with our team.

Trusted by leading organizations

VerizonKeysightAmerican EagleUC Berkeley
“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

Qualify and induct a contractor or visitor

Does the submitted evidence meet the selected contractor or visitor profile?

The designated specialist works from site rules. The record makes approved / conditions / declined and valid until clear to the next person.

WORKED DECISION

Identify the gap against this site's profile

Decision pointInformation to useResponsible next step
Working materialSite rulesOpen the selected material for this occurrence.
Recorded responseapproved / conditions / declined, valid until and scope (site, job types)Save the response with its work context.
Review pointvalid until and scope (site, job types)Agree 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

Qualify and induct a contractor or visitor

Bring site rules into the prepared work. Assigned team member and Designated specialist each receive the context needed for their part.

Assigned team member

Submit qualifications

Record company: insurance, licences, safety record, programme — worker: trade licences and training certificates.

  • company: insurance
  • licences
  • safety record
  • programme — worker: trade licences
  • training certificates

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 designated specialist 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

Prequal

Contractor prequalification form with uploads (company profile) or the worker's credential list (worker profile).

Form

Site rules

The site rules / contractor handbook, or the visitor briefing.

Document

Induction check

Short induction quiz — required for the worker profile.

Assessment
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 site rules 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 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.

  3. 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

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 approved / conditions / declined, valid until and scope (site, job types). It belongs to the work being reviewed, rather than replacing a different occurrence's record.

Which materials do we need to bring?

Bring site rules. 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?

Approved and inducted for the profile before the first shift, with a validity date; a declined qualification closes as declined.

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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