# SmartFACT Automation handbook

Prepare complete native rule changes, independently prove expected outcomes and control reviewed releases across the suite.

Source: https://help.smartfact.ai/manuals/automation

Review edition: 25 October 2026



## Guides and help pages

- [Start here: Operator](https://help.smartfact.ai/manuals/automation/operator): Recognise Automation's requirement list and keep production work in its owning product.
- [Start here: Supervisor](https://help.smartfact.ai/manuals/automation/supervisor): Inspect requirements and native evidence, explain operational concerns and retain the site's records.
- [Start here: Author](https://help.smartfact.ai/manuals/automation/author): Turn a complete requirement into explicit product changes, independently expected cases and a reviewable release.
- [Start here: Reviewer](https://help.smartfact.ai/manuals/automation/reviewer): Check independent cases and exact native and central release evidence before activation.
- [Start here: Owner](https://help.smartfact.ai/manuals/automation/owner): Arrange current Accounts access, site setup, records export and the people needed for independent decisions.
- [Start here: Viewer](https://help.smartfact.ai/manuals/automation/viewer): Read requirements, plans, original source evidence and native release status without changing them.
- [Roles, actions and additional checks](https://help.smartfact.ai/manuals/automation/roles-and-actions): Separate Automation roles, native product grants, independent contributors, fresh security checks and retained original requests.
- [Requirement, native file and review inputs](https://help.smartfact.ai/manuals/automation/input-reference): Check the exposed field formats, units, bounds and required evidence, then resolve the actual refusal before recording work.
- [Capture a requirement and prepare a complete working plan](https://help.smartfact.ai/manuals/automation/requirements-and-plans): Record intended behaviour, missing-information handling, source contexts and unresolved capability gaps.
- [Open original product context and retained decision evidence](https://help.smartfact.ai/manuals/automation/product-context): Check actor, site, source revision and realm before using a private handover or current native view.
- [Edit the complete native revision](https://help.smartfact.ai/manuals/automation/native-drafts): Choose the exact product draft and inspect whole-document differences before saving or adoption.
- [Review and adopt a plain-English proposal](https://help.smartfact.ai/manuals/automation/assisted-proposals): Check provider disclosure, exact source basis, proposed meaning and limits before a separate draft adoption.
- [Write and review complete independent expected cases](https://help.smartfact.ai/manuals/automation/independent-cases): Supply intended outcomes from the source, freeze the complete set and keep case approval separate from release approval.
- [Prove the whole native release and obtain independent review](https://help.smartfact.ai/manuals/automation/proof-and-release): Keep candidate identity, cases, verification, native review and central review attributable to one complete version.
- [Activate a reviewed release and recover uncertain requests](https://help.smartfact.ai/manuals/automation/activation-and-recovery): Inspect readiness and reconcile the original command before allowing another native change.
- [Create and independently approve a shared definition](https://help.smartfact.ai/manuals/automation/shared-classifications): Define exact organisational outputs and cases before compatible products map them into native configurations.
- [Map a reviewed shared definition into a product](https://help.smartfact.ai/manuals/automation/definition-mappings): Map every required input to a selected native revision and inspect the complete retained configuration before saving.
- [Review source-validity rules and bind exact observations](https://help.smartfact.ai/manuals/automation/source-validity): Independently test age, completeness and lifecycle restrictions before binding enrolled sources to a native draft.
- [Coordinate complete policy releases across products](https://help.smartfact.ai/manuals/automation/policy-sets): Review the exact member relationship, hold new work, activate each release and open each ready member explicitly.
- [Retain records and use the practice workspace](https://help.smartfact.ai/manuals/automation/records-and-practice): Preserve attributable revisions and delivery evidence while keeping sample and real product realms explicit.
- [Review and record a saved plan-step configuration action](https://help.smartfact.ai/manuals/automation/plan-step-actions): Use the exact retained workflow source, bounded native action and original-command outcome checks.