Configure connected information sources
Inspect previewed rows alongside the system, information type, direction and connection status before relying on the imported information.
Configure source Inspect import preview
Roles, playbooks and a practical launch plan for your team.
Inspect what the CMMS source is prepared to import
Agree the outcome for your first workflow with our team.
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“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
Configure connected information sources
For a spreadsheet or CSV source, preview the information and its direction before using the rows. Resolve an unexpected field or record against the selected source.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Inputs to review | System name and Information type | Configure source. |
| Method action | Direction and Connection status | Inspect import preview. |
| Result to inspect | System resource and Preview rows | Inspect the available result within the permitted scope. |
Connected work across your team
Start with system name and information type. The steps below show the actions and information available for this method.
Authorized editor or administrator
Start with system name and information type. Configure source.
Authorized editor or administrator
Inspect import preview. The result includes system resource and preview rows.
BeforeA configured connection is used without inspecting the information it shows.
With SkillSmithUse the system name, information type, direction and status alongside the preview rows to understand the configured source.
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
System name, Information type, Direction and Connection status.
System resource and Preview rows.
We bring the relevant
context into your work
Configure connected information sources
System resource and Preview rows.
Keep the conversation moving
Use the product sheet to review the roles, materials, workflow and setup choices together.
PDF · 6 pages
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 system name, information type, direction and connection status.
What we prepare togetherThe inputs and scope for this method are clear.
Confirm the relevant people and their permitted scope: Authorized editor or administrator.
What we prepare togetherPeople use the method within the agreed responsibility and access.
Configure source and Inspect import preview.
What we prepare togetherThe source and information direction are explicit.
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 system resource and preview rows. The source and information direction are explicit.
The permitted roles are Authorized editor or administrator. Confirm the people and their access for the selected example.
Review system name, information type, direction and connection status. Use those choices to prepare the first example and its permitted scope.
The preview contains an unexpected row or field; resolve the mapping or source choice before relying on the imported information.
