Clear progress and next steps
BeforeAn open item has no visible responsible next action.
With SkillSmithInspect task state, related work and the responsible next action in Pulse.
Confirm the shift has its required roles covered
See which roles the shift still needs to cover
Check actual attendance against the site's required roles and certified operator needs, including absences and roles still open.
Confirm coverage for the shift Decide on a gap within the rules (when triggered)
Roles, playbooks and a practical launch plan for your team.
Keep work roles, reporting scope and access separate
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
Confirm the shift has its required roles covered
Which required roles are covered for this shift and which remain open?
The assigned team member works from checklist and skills. The record makes required roles present (from the site's own list) and certified operators vs need clear to the next person.
WORKED DECISION
Identify the role affected by an absence
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Checklist and Skills | Open the selected material for this occurrence. |
| Recorded response | required roles present (from the site's own list), certified operators vs need and absences | Save the response with its work context. |
| Review point | certified operators vs need and absences | Agree the next action with the person responsible for this decision. |
Connected work across your team
Confirm the shift has its required roles covered
Bring checklist and skills into the prepared work. Assigned team member and Accountable owner each receive the context needed for their part.
Assigned team member
Confirm coverage for the shift
Record required roles present (from the site's own list), certified operators vs need and absences.
- required roles present (from the site's own list)
- certified operators vs need
- absences
Accountable owner
Decide on a gap within the rules
When a required role is uncovered, record call in, restrict the activities that need the missing role, reassign a qualified person, reason and who approved.
- call in
- restrict the activities that need the missing role
- reassign a qualified person
- reason
- who approved
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 assigned team member the recorded response and agreed criteria for this decision.
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 shift coverage checklist listing the site's required roles.
Skills
Who holds which qualification, with expiry.
Requirements
Required roles and counts per shift and area — defined by the site from its plan and its legal applicability.
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 checklist and skills 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 assigned team member and accountable owner 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: “Decide on a gap within the rules”.
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 required roles present (from the site's own list), certified operators vs need and absences. 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 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 a required role is uncovered. Select the variant or respond to the recorded condition before treating that step as required.
What is the outcome for the wider workflow?
Coverage recorded; gaps decided within the rules before work starts, with who approved.