SmartFACT Automation handbook
Prepare complete native rule changes, independently prove expected outcomes and control reviewed releases across the suite.
Review edition · 25 October 2026
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21 guides
SmartFACT Automation
Start here: Operator
Recognise Automation's requirement list and keep production work in its owning product.
OperatorYour roleStart here: Supervisor
Inspect requirements and native evidence, explain operational concerns and retain the site's records.
SupervisorYour roleStart here: Author
Turn a complete requirement into explicit product changes, independently expected cases and a reviewable release.
AuthorYour roleStart here: Reviewer
Check independent cases and exact native and central release evidence before activation.
ReviewerYour roleStart here: Owner
Arrange current Accounts access, site setup, records export and the people needed for independent decisions.
OwnerYour roleStart here: Viewer
Read requirements, plans, original source evidence and native release status without changing them.
ViewerReferenceRoles, actions and additional checks
Separate Automation roles, native product grants, independent contributors, fresh security checks and retained original requests.
Owner · Author · Reviewer · Supervisor · Operator · ViewerReferenceRequirement, native file and review inputs
Check the exposed field formats, units, bounds and required evidence, then resolve the actual refusal before recording work.
Author · Reviewer · Supervisor · ViewerPlanningCapture a requirement and prepare a complete working plan
Record intended behaviour, missing-information handling, source contexts and unresolved capability gaps.
Author · Reviewer · Supervisor · ViewerRecords and evidenceOpen original product context and retained decision evidence
Check actor, site, source revision and realm before using a private handover or current native view.
Author · Reviewer · Supervisor · ViewerAuthoringEdit the complete native revision
Choose the exact product draft and inspect whole-document differences before saving or adoption.
Author · ReviewerAuthoringReview and adopt a plain-English proposal
Check provider disclosure, exact source basis, proposed meaning and limits before a separate draft adoption.
AuthorAuthoring and approvalWrite and review complete independent expected cases
Supply intended outcomes from the source, freeze the complete set and keep case approval separate from release approval.
Author · ReviewerAuthoring and approvalProve the whole native release and obtain independent review
Keep candidate identity, cases, verification, native review and central review attributable to one complete version.
Author · Reviewer · Supervisor · ViewerExceptionsActivate a reviewed release and recover uncertain requests
Inspect readiness and reconcile the original command before allowing another native change.
Author · Reviewer · Supervisor · ViewerShared definitionsCreate and independently approve a shared definition
Define exact organisational outputs and cases before compatible products map them into native configurations.
Author · Reviewer · Supervisor · ViewerShared definitionsMap a reviewed shared definition into a product
Map every required input to a selected native revision and inspect the complete retained configuration before saving.
Author · ReviewerShared definitionsReview source-validity rules and bind exact observations
Independently test age, completeness and lifecycle restrictions before binding enrolled sources to a native draft.
Author · ReviewerCoordinated releasesCoordinate complete policy releases across products
Review the exact member relationship, hold new work, activate each release and open each ready member explicitly.
Author · Reviewer · Supervisor · ViewerRecords and evidenceRetain records and use the practice workspace
Preserve attributable revisions and delivery evidence while keeping sample and real product realms explicit.
Owner · Supervisor · Author · Reviewer · ViewerSpecialist tasksReview and record a saved plan-step configuration action
Use the exact retained workflow source, bounded native action and original-command outcome checks.
Author