Clear exceptions and recovery
BeforeAn incomplete response loses its correction route.
With SkillSmithUse waiting, return and correction paths with a responsible owner and retained context.
Learn a module and pass the check
Let the team lead choose a coaching plan, an authorized exemption or reassignment after repeated failure. Keep the check result alongside that decision so the response addresses the learner's recorded outcome.
Study the module and answer the check Review the material and retake (when triggered) Decide coaching, exemption or reassignment (when triggered)
Roles, playbooks and a practical launch plan for your team.

Keep the acknowledgement with the assigned instruction

Agree the outcome for your first workflow with our team.
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“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
Learn a module and pass the check
The team lead works from module and quiz. The record makes decision: coaching plan / exemption with authority / reassignment and never a pass clear to the next person.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Module and Quiz | Open the selected material for this occurrence. |
| Recorded response | decision: coaching plan / exemption with authority / reassignment and never a pass | Save the response with its work context. |
| Review point | still failing after remediation | Agree the next action with the person responsible for this decision. |
Connected work across your team
Bring module and quiz into the prepared work. Assigned team member and Team lead each receive the context needed for their part.
Assigned team member
Record score, pass/fail and attempts.
Assigned team member
When failed after the allowed attempts, record score and pass/fail.
Team lead
When still failing after remediation, record decision: coaching plan / exemption with authority / reassignment and never a pass.
BeforeAn incomplete response loses its correction route.
With SkillSmithUse waiting, return and correction paths with a responsible owner and retained context.
BeforeAn open item has no visible responsible next action.
With SkillSmithInspect task state, related work and the responsible next action in Pulse.
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 learning item (text, video from the media catalog, or a document).
The scored check with pass mark and attempts.
What to review before retaking.

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 module and quiz 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 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.
Walk through these conditional steps: “Review the material and retake”; “Decide coaching, exemption or reassignment”.
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 decision: coaching plan / exemption with authority / reassignment and never a pass. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Bring module and quiz. We use those choices to prepare the working context, then check that each task opens the material it needs.
The conditional route is used when failed after the allowed attempts. Select the variant or respond to the recorded condition before treating that step as required.
The person has a passed check, or the lead has recorded coaching, an authorized exemption or reassignment.