WorkStepsby SmartFACT

FREE TIER GUIDE · UPDATED 29 September 2026

Procedures, review and SmartFACT

Turn plain English conditions into automatic selection of approved steps for each unit.

This guide describes the service. Start free at one station; while SmartFACT is in early access, we set the first workflow up with you.

Build an approved step library

Authors define step text, images, prerequisites and required evidence. Parameters come from exact, reviewed table lookups. Missing configuration blocks the affected traveller.

Select the applicable steps

A procedure contains ordered required and optional blocks. Conditions read declared unit fields once, at issue time. Loops, parallel routes and branching on operator answers are not supported.

Turn a plain English condition into a working rule

Describe a condition such as “Include the mounting check when the wall option is selected.” SmartFACT converts it into an executable condition using the declared unit fields. Your team checks expected examples and approves the version. At issue time, WorkSteps uses that rule to include or omit the step automatically for each unit.

Approve once, apply to each unit

Publication freezes the reviewed rules and procedure. WorkSteps applies that release automatically to new units at issue time; each traveller keeps its exact selected steps, parameters and evidence requirements. AI is not called during live execution, and existing travellers retain their instructions during an authoring outage.

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.

Open WorkSteps training

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