Readiness before action
BeforeMissing prerequisites are discovered after the work is assigned.
With SkillSmithMake prerequisites and required resources visible in the prepared task plan.
Configure forms and assessments
Preview the questions, field types, required values and completion text together, then revise fields that do not fit the intended work.
Edit questions; Add fields Preview; Publish
Roles, playbooks and a practical launch plan for your team.

Configure work-item, result and observation questions

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 forms and assessments
Moving from a paper form is a chance to review what each field is for. Select the required responses and completion text before publishing the reusable form.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Inputs to review | Questions and Field types | Edit questions. |
| Method action | Required values and Completion text | Add fields and Preview. |
| Result to inspect | Reusable form or assessment | Inspect the available result within the permitted scope. |
Connected work across your team
Start with questions and field types. The steps below show the actions and information available for this method.
Resource owner or editor
Start with questions and field types. Edit questions and Add fields.
Resource owner or editor
Preview and Publish. The result includes reusable form or assessment.
BeforeMissing prerequisites are discovered after the work is assigned.
With SkillSmithMake prerequisites and required resources visible in the prepared task plan.
BeforeEach assignment requires recreating its instructions and fields.
With SkillSmithChoose a prepared task with its resources, response fields and next steps already defined.
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
Questions, Field types, Required values and Completion text.
Reusable form or assessment.

We bring the relevant
context into your work
Configure forms and assessments
Reusable form or assessment.
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 questions, field types, required values and completion text.
What we prepare togetherThe inputs and scope for this method are clear.
Confirm the relevant people and their permitted scope: Resource owner or editor.
What we prepare togetherPeople use the method within the agreed responsibility and access.
Edit questions, Add fields, Preview and Publish.
What we prepare togetherThe questions support tasks or published direct 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 reusable form or assessment. The questions support tasks or published direct use.
The permitted roles are Resource owner or editor. Confirm the people and their access for the selected example.
Review questions, field types, required values and completion text. Use those choices to prepare the first example and its permitted scope.
A required field does not fit the intended task; revise and preview the form before publishing it for that use.