Configure Pulse and Insights templates

Build a reporting panel around the team's actual question

Choose columns, grouping, a panel title and display type, then preview the result against the data question the team needs to explore.

Edit layout; Add panel Describe data; Choose display Save and preview

Roles, playbooks and a practical launch plan for your team.

Review open work by playbook and open its source records. Native operational dashboard example; counts are demonstration data.
SkillSmith · Review open work by playbook and open its source records

Review open work by playbook and open its source records

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 Pulse and Insights templates

Which data question, grouping and display make this panel useful?

Start with columns and grouping. This method makes reusable report or dashboard available within its permitted scope.

WORKED DECISION

Clarify the question and preview the result

Decision pointInformation to useResponsible next step
Inputs to reviewColumns and GroupingEdit layout.
Method actionPanel title, Data question and Display typeAdd panel and Describe data.
Result to inspectReusable report or dashboardInspect 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 Pulse and Insights templates

Start with columns and grouping. The steps below show the actions and information available for this method.

Resource owner or administrator

Edit layout; Add panel

Start with columns and grouping. Edit layout and Add panel.

  • Columns
  • Grouping

The difference in your team’s day

Evidence and unknowns made visible

BeforeMissing information is read as a confirmed result.

With SkillSmithInspect supporting records and distinguish missing evidence from a confirmed outcome.

Quality beyond automation counts

BeforeAutomation activity is used as a substitute for assessed quality.

With SkillSmithUse Real Metric to inspect change accuracy, process adherence, human review and understanding checks separately.

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

Columns, Grouping, Panel title, Data question and Display type.

Source context

A result to inspect

Reusable report or dashboard.

Reviewed response
SkillSmith

We bring the relevant
context into your work

InputsProduct method
Inspect the result

Configure Pulse and Insights templates

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

Configure Pulse and Insights templates

A team needs a useful view

Reusable report or dashboard.

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 columns, grouping, panel title, data question and display type.

    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 administrator.

    What we prepare togetherPeople use the method within the agreed responsibility and access.

  3. 03

    Try the useful actions

    Edit layout, Add panel, Describe data, Choose display and Save and preview.

    What we prepare togetherThe configured template is available for permitted reporting.

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 report or dashboard. The configured template is available for permitted reporting.

Who uses this method?

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

Which choices do we need to make first?

Review columns, grouping, panel title, data question and display type. Use those choices to prepare the first example and its permitted scope.

Which data question, grouping and display make this panel useful?

A chart is visually clear but its data question is ambiguous; define the question and preview the result before making it the team's reporting view.

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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