Verify a practical skill and qualify the person

Make practical skill reviews specific about what was observed

Use selected criteria to record ratings, the observer, practical or on-the-job setting and outcome. The qualification review can see which requirements were demonstrated and which need further evidence.

Prepare and demonstrate (when selected) Observe and rate against the criteria Decide the qualification and update the skills record

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

Separate demonstration, observation and qualification decisions. Native practical-skill template summary shows the three prepared tasks and accountable roles.
SkillSmith · Separate demonstration, observation and qualification decisions

Separate demonstration, observation and qualification decisions

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Pay only when you see results

Agree the outcome for your first workflow with our team.

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Verify a practical skill and qualify the person

What did the assessor observe against the selected skill criteria?

The designated specialist works from criteria and skills. The record makes criteria ratings and observer clear to the next person.

WORKED DECISION

Identify the criterion needing further evidence

Decision pointInformation to useResponsible next step
Working materialCriteria and SkillsOpen the selected material for this occurrence.
Recorded responsecriteria ratings, observer and outcomeSave the response with its work context.
Review pointoutcome and setting (practical / on the job)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

Verify a practical skill and qualify the person

Bring criteria and skills into the prepared work. Assigned team member, Designated specialist and Team lead each receive the context needed for their part.

Assigned team member

Prepare and demonstrate

When the self-recorded demonstration variant is selected for a simulation, record demonstration record or simulation result.

  • demonstration record or simulation result

The difference in your team’s day

Learning through real work

BeforePractice, reflection and assessment are disconnected.

With SkillSmithConnect learning and practice to a separate practical assessment and qualification decision.

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.

Traceable decisions and changes

BeforeThe current status hides which response or version came before it.

With SkillSmithKeep criteria ratings, observer and outcome 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

Criteria

The observation criteria (forklift practical, LOTO application, crane signals, first-piece check).

Assessment

Skills

The skills catalog and the person's qualifications — the qualification decision proposes one row change.

Data Sheet

Procedure

The procedure being demonstrated.

Document
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 criteria and skills 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, 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.

  3. 03

    Walk through the selected route

    Walk through these conditional steps: “Prepare and demonstrate”.

    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 criteria ratings, observer, outcome and setting (practical / on the job). It belongs to the work being reviewed, rather than replacing a different occurrence's record.

Which materials do we need to bring?

Bring criteria and skills. 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 self-recorded demonstration variant is selected for a simulation. Select the variant or respond to the recorded condition before treating that step as required.

What is the outcome for the wider workflow?

Qualification decision recorded with its renewal basis; the skills record updated by the authorized qualifier.

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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