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.
Inspect operational work and choose the next action
See related work before choosing the manager's next action
Open visible task records and related cases to identify what is ready, waiting or still needs a responsible person.
Search and sort stream; Inspect submission Open related tasks; Assign follow-up
Roles, playbooks and a practical launch plan for your team.
A recorded observation stays attached to its task
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
Inspect operational work and choose the next action
Which tasks are ready, waiting or still need a responsible person in this case?
Start with visible task records and related cases. This method makes operational view and contextual next action available within its permitted scope.
WORKED DECISION
Identify the related work still waiting
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Inputs to review | Visible task records and Related cases | Search and sort stream. |
| Method action | Search filters | Inspect submission and Open related tasks. |
| Result to inspect | Operational view and Contextual next action | Inspect the available result within the permitted scope. |
Connected work across your team
Inspect operational work and choose the next action
Start with visible task records and related cases. The steps below show the actions and information available for this method.
Scoped manager or administrator
Search and sort stream; Inspect submission
Start with visible task records and related cases. Search and sort stream and Inspect submission.
- Visible task records
- Related cases
Scoped manager or administrator
Open related tasks; Assign follow-up
Open related tasks and Assign follow-up. The result includes operational view and contextual next action.
- Operational view
- Contextual next action
The difference in your team’s day
Clear ownership and handoffs
BeforeThe next person receives an action without the preceding result.
With SkillSmithKeep the preceding result attached when the next responsible person receives work.
Timely, actionable work
BeforeA person cannot tell which contribution is ready for them.
With SkillSmithMake ready work and its requested contribution visible in My Tasks.
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
Information to use
Visible task records, Related cases and Search filters.
A result to inspect
Operational view and Contextual next action.
We bring the relevant
context into your work
InputsProduct method
Inspect the result
Inspect operational work and choose the next action
- The job context
- Your approved instructions
- A clear response
Available to the right team member
Inspect operational work and choose the next action
Work is assigned, submitted, reviewed or updated
Operational view and Contextual next action.
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
Set up a useful first example
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
- 01
Choose the working inputs
Review visible task records, related cases and search filters.
What we prepare togetherThe inputs and scope for this method are clear.
- 02
Agree who will use the method
Confirm the relevant people and their permitted scope: Scoped manager or administrator.
What we prepare togetherPeople use the method within the agreed responsibility and access.
- 03
Try the useful actions
Search and sort stream, Inspect submission, Open related tasks and Assign follow-up.
What we prepare togetherThe manager can identify the result and remaining work.
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 can we inspect after using this method?
The method provides operational view and contextual next action. The manager can identify the result and remaining work.
Who uses this method?
The permitted roles are Scoped manager or administrator. Confirm the people and their access for the selected example.
Which choices do we need to make first?
Review visible task records, related cases and search filters. Use those choices to prepare the first example and its permitted scope.
Which tasks are ready, waiting or still need a responsible person in this case?
A submitted task appears complete but related work is waiting; inspect the case and choose the next permitted action rather than closing the whole issue.