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.
Monitor a critical limit and act on a deviation
Record the point, reading and unit, time, in-limit status and initials against the site's selected limit and schedule.
Take the reading and record it Correct immediately and contain (when triggered) Decide the disposition of the affected product or process (when triggered) Verify the period's records
Roles, playbooks and a practical launch plan for your team.

Keep the next disposition decision with its responsible reviewer

Agree the outcome for your first workflow with our team.
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Paul HildebrandDirector of HSE/DOT, Jones Power
Monitor a critical limit and act on a deviation
The assigned team member works from log and points. The record makes point and reading (with unit) clear to the next person.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Log and Points | Open the selected material for this occurrence. |
| Recorded response | point, reading (with unit) and time | Save the response with its work context. |
| Review point | within limit yes/no and initials | Agree the next action with the person responsible for this decision. |
Connected work across your team
Bring log and points into the prepared work. Assigned team member, Designated specialist and Team lead each receive the context needed for their part.
Assigned team member
Record point, reading (with unit), time, within limit yes/no and initials.
Assigned team member
When the reading is outside the critical limit, record immediate correction, affected product or process contained, re-check reading and lead informed.
Designated specialist
When a deviation occurred, record release / rework / discard / hold pending test, basis in the plan and decided by.
Team lead
Record records complete, deviations had corrections and dispositions and signed.
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.
BeforeThe current status hides which response or version came before it.
With SkillSmithKeep point, reading (with unit) and time with the work, with recorded history available for later review.
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 monitoring log: point, limit, reading, action — records append to Pulse; the form itself is unchanged.
The monitoring points with their critical limits, units and frequency — site data, entered or imported by the site.
The control plan (HACCP plan or process control plan) that sets limits, corrective actions, dispositions and verification — the site's approved document.

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 log and points from the resources your team uses.
What we prepare togetherThe relevant resources are available for the tasks that use them.
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.
Walk through these conditional steps: “Correct immediately and contain”; “Decide the disposition of the affected product or process”.
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 point, reading (with unit), time, within limit yes/no and initials. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Bring log and points. 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 the reading is outside the critical limit. Select the variant or respond to the recorded condition before treating that step as required.
Readings recorded on cadence inside the limit, or the deviation corrected, the affected product or process dispositioned by the qualified person, and the period's records verified.