FREE TIER GUIDE · UPDATED 29 September 2026
How WorkSteps works
From approved methods to a job-specific traveller and retained evidence.
This guide describes the service. Start free at one station; while SmartFACT is in early access, we set the first workflow up with you.
Turn process knowledge into automatic selection
Supply your approved methods and describe when each step applies in plain English. After example checks and approval, WorkSteps applies those rules to each unit’s structured options and automatically assembles the applicable sequence. Operators receive the selected instructions instead of choosing their own route through a master document.
Issue one traveller per unit
Each source row identifies one unit. Preview shows the selected sequence, expected evidence and parameter values. Issuing freezes the source, procedure, text and images used for that traveller.
Guide the work in sequence
An operator scans or selects the unit, claims it and supplies the required evidence for the current step. Reading ahead is possible, but browsing does not count as performing work. Pause and handover preserve accepted progress.
Finish with a meaningful record
Completion requires all mandatory evidence to be accepted and saved, with current permissions and no unresolved hold. The record describes submitted evidence and attestations; it does not guarantee physical conformity.
Practise the operator workflow
Use WorkSteps’ screens with synthetic data. Watch or practise finding a unit, recording its required evidence, pausing work and reporting a problem for a supervisor.
Demonstrations run on a desktop or laptop, showing the office screens and the station screens used on a rugged handheld or scan station. Read the written guide on any device.