FREE TIER GUIDE · UPDATED 26 September 2026
Prepare your instructions and data
What to have ready for a focused first evaluation.
This guide describes the service. Start free at one station; while SmartFACT is in early access, we set the first workflow up with you.
Choose one repeatable family
Start with a known process, a small set of variations and someone who can approve the method. A family with clear differences is more useful than an attempt to model the whole factory.
Prepare the source
WorkSteps checks each import against its expected columns and shows any problem before anything is issued. Plan to provide:
- A stable job reference and a distinct identifier for every physical unit.
- A source revision, family reference and drawing revision.
- Structured options such as material, mounting or a required review.
- Approved step text, relevant images and explicit evidence requirements.
Decide what evidence means
A confirmation records a person’s statement. An identifier records the supplied value. A photograph records the submitted image. Decide where these help and where an externally controlled inspection is required.
Describe the problem first
The interest form is for general workflow information. Do not upload proprietary work instructions, customer records or production evidence. Production data handling is agreed when your organisation is set up.
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.