Feedback that changes the method
BeforeReported feedback never reaches the shared resource revision.
With SkillSmithUse reported issues and reviewed resource changes to update the shared method.
Build and review reusable resources
Create or upload the resource content, choose its type and owner, and identify collaborators before the draft goes to review.
Create or upload; Edit Comment; Request review Publish version
Roles, playbooks and a practical launch plan for your team.

Keep the current instruction readable beside the work

Agree the outcome for your first workflow with our team.
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Build and review reusable resources
Start with resource type and content. This method makes working resource, comments and published version and history available within its permitted scope.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Inputs to review | Resource type and Content | Create or upload. |
| Method action | Owner and Collaborators | Edit and Comment. |
| Result to inspect | Working resource, Comments and Published version and history | Inspect the available result within the permitted scope. |
Connected work across your team
Start with resource type and content. The steps below show the actions and information available for this method.
Owner and named collaborators
Start with resource type and content. Create or upload and Edit.
Owner and named collaborators
Comment and Request review with owner and collaborators in view.
Owner and named collaborators
Publish version. The result includes working resource, comments and published version and history.
BeforeReported feedback never reaches the shared resource revision.
With SkillSmithUse reported issues and reviewed resource changes to update the shared method.
BeforeA method change loses the meaning of the earlier work.
With SkillSmithReview a new resource or playbook version while retaining the meaning of earlier work.
BeforeThe current status hides which response or version came before it.
With SkillSmithFollow work history, resource versions and recorded decisions.
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
Resource type, Content, Owner and Collaborators.
Working resource, Comments and Published version and history.

We bring the relevant
context into your work
Build and review reusable resources
Working resource, Comments and Published version and history.
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.
Review resource type, content, owner and collaborators.
What we prepare togetherThe inputs and scope for this method are clear.
Confirm the relevant people and their permitted scope: Owner and named collaborators.
What we prepare togetherPeople use the method within the agreed responsibility and access.
Create or upload, Edit, Comment, Request review and Publish version.
What we prepare togetherThe resource version is published for permitted use.
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 method provides working resource, comments and published version and history. The resource version is published for permitted use.
The permitted roles are Owner and named collaborators. Confirm the people and their access for the selected example.
Review resource type, content, owner and collaborators. Use those choices to prepare the first example and its permitted scope.
The draft changes a method that is already in use; keep the proposed revision separate from the current published resource.