Support for unfamiliar situations
BeforeThe person has to leave the work to find its instructions or help.
With SkillSmithOpen the selected resources with the task, and keep a question attached when help is needed.
Do a preventive maintenance routine
Carry maintenance findings into the next technician's work
Record the routine's completed items, readings, parts, time, photos and findings. When it reveals an additional defect, send that finding to its own work order so follow-up can use what the technician observed.
Do the routine and record it Verify and close (when selected)
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
Do a preventive maintenance routine
Which routine was performed, when, and what findings need further work?
The designated specialist works from pm checklist and assets. The record makes items done and readings clear to the next person.
WORKED DECISION
Carry the new defect into its own work order
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Pm checklist and Assets | Open the selected material for this occurrence. |
| Recorded response | items done, readings and parts | Save the response with its work context. |
| Review point | photos and findings (in / out of tolerance) | Agree the next action with the person responsible for this decision. |
Connected work across your team
Do a preventive maintenance routine
Bring pm checklist and assets into the prepared work. Designated specialist and Team lead each receive the context needed for their part.
Designated specialist
Do the routine and record it
Record items done, readings, parts, time, photos and findings (in / out of tolerance).
- items done
- readings
- parts
- time
- photos
- findings (in / out of tolerance)
Team lead
Verify and close
When the supervisor verification variant is selected, record verified / returned.
- verified / returned
The difference in your team’s day
Traceable decisions and changes
BeforeThe current status hides which response or version came before it.
With SkillSmithKeep items done, readings and parts with the work, with recorded history available for later 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
Pm checklist
The PM task list for the asset class with readings and tolerances.
Assets
The asset and its interval.
Manual
The maintenance instruction or OEM manual extract.
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 pm checklist and assets 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 designated specialist 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: “Verify 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
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 items done, readings, parts, time, photos and findings (in / out of tolerance). It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Which materials do we need to bring?
Bring pm checklist and assets. 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 supervisor verification 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?
PM recorded within its window; findings handed to work orders.