Information where the work happens
BeforeThe needed instruction or form is away from the point of use.
With SkillSmithOpen the task's materials or a published resource through a direct link or QR entry.
Use published information through a link or QR
Search published resources or open a shared link or printable QR code. Match the audience setting to the people using the material so they can reach it at the point of work.
Search across categories Open link or QR Read or submit form
Roles, playbooks and a practical launch plan for your team.

Share an observation through a published form

Agree the outcome for your first workflow with our team.
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Use published information through a link or QR
Start with published resource and audience or link setting. This method makes accessible content and submission receipt available within its permitted scope.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Inputs to review | Published resource and Audience or link setting | Search across categories. |
| Method action | Published resource and Audience or link setting | Open link or QR and Read or submit form. |
| Result to inspect | Accessible content and Submission receipt | Inspect the available result within the permitted scope. |
Connected work across your team
Start with published resource and audience or link setting. The steps below show the actions and information available for this method.
Permitted reader or link visitor
Start with published resource and audience or link setting. Search across categories.
Permitted reader or link visitor
Open link or QR with published resource and audience or link setting in view.
Permitted reader or link visitor
Read or submit form. The result includes accessible content and submission receipt.
BeforeThe needed instruction or form is away from the point of use.
With SkillSmithOpen the task's materials or a published resource through a direct link or QR entry.
BeforeA job label or group membership is treated as every kind of access.
With SkillSmithSeparate reporting scope, playbook availability, published use and collaboration permissions.
BeforeUseful working knowledge remains in an unowned draft.
With SkillSmithBuild, review and reuse resources with owners, versions and collaboration.
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
Published resource and Audience or link setting.
Accessible content and Submission receipt.

We bring the relevant
context into your work
Use published information through a link or QR
Accessible content and Submission receipt.
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 published resource and audience or link setting.
What we prepare togetherThe inputs and scope for this method are clear.
Confirm the relevant people and their permitted scope: Permitted reader or link visitor.
What we prepare togetherPeople use the method within the agreed responsibility and access.
Search across categories, Open link or QR and Read or submit form.
What we prepare togetherThe reader gets the information or action without a prior task assignment.
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 accessible content and submission receipt. The reader gets the information or action without a prior task assignment.
The permitted roles are Permitted reader or link visitor. Confirm the people and their access for the selected example.
Review published resource and audience or link setting. Use those choices to prepare the first example and its permitted scope.
A link exists but the intended audience has no permission; review published access rather than treating possession of the link as authorization.