Configure forms and assessments

Shape the form around the response the task needs

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. Actual pre-start form configuration example; not a specialized inspection instrument.
SkillSmith · Configure work-item, result and observation questions

Configure work-item, result and observation questions

Pay only when you see results
Pay only when you see results

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

Do the fields and completion text collect the response the work actually needs?

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

Revise the required field and preview again

Decision pointInformation to useResponsible next step
Inputs to reviewQuestions and Field typesEdit questions.
Method actionRequired values and Completion textAdd fields and Preview.
Result to inspectReusable form or assessmentInspect the available result within the permitted scope.
Review the selected material, this occurrence's response and any conditional follow-up.

Connected work across your team

Configure forms and assessments

Start with questions and field types. The steps below show the actions and information available for this method.

Resource owner or editor

Edit questions; Add fields

Start with questions and field types. Edit questions and Add fields.

  • Questions
  • Field types

The difference in your team’s day

Readiness before action

BeforeMissing prerequisites are discovered after the work is assigned.

With SkillSmithMake prerequisites and required resources visible in the prepared task plan.

Ready-to-assign work

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

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

Questions, Field types, Required values and Completion text.

Source context

A result to inspect

Reusable form or assessment.

Reviewed response
SkillSmith

We bring the relevant
context into your work

InputsProduct method
Inspect the result

Configure forms and assessments

  • The job context
  • Your approved instructions
  • A clear response
Available to the right team member

Configure forms and assessments

Consistent data collection is needed

Reusable form or assessment.

Cover of the SkillSmith product sheet

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.

  1. 01

    Choose the working inputs

    Review questions, field types, required values and completion text.

    What we prepare togetherThe inputs and scope for this method are clear.

  2. 02

    Agree who will use the method

    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.

  3. 03

    Try the useful actions

    Edit questions, Add fields, Preview and Publish.

    What we prepare togetherThe questions support tasks or published direct use.

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

Rohit Singh

VP of Strategic Partnerships

Connecting your workflows with the systems and partners you rely on.

Brent Jackson

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 reusable form or assessment. The questions support tasks or published direct use.

Who uses this method?

The permitted roles are Resource owner or editor. Confirm the people and their access for the selected example.

Which choices do we need to make first?

Review questions, field types, required values and completion text. Use those choices to prepare the first example and its permitted scope.

Do the fields and completion text collect the response the work actually needs?

A required field does not fit the intended task; revise and preview the form before publishing it for that use.

Plan a useful first walkthrough

See it with your team’s work

Bring one real example and the information needed for this method. We will walk through its actions, result and permitted scope.

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