# WorkSteps handbook

Prepare controlled instructions for each unit, record step evidence and manage supervised handovers and exceptions.

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

Review edition: 25 October 2026



## Guides and help pages

- [Start here: Owner](https://help.smartfact.ai/manuals/worksteps/owner): Set up people and stations, and preserve the site records.
- [Start here: Author](https://help.smartfact.ai/manuals/worksteps/author): Create unit-specific procedures and independently expected examples.
- [Start here: Reviewer](https://help.smartfact.ai/manuals/worksteps/reviewer): Review a frozen procedure and control its release lifecycle.
- [Start here: Supervisor](https://help.smartfact.ai/manuals/worksteps/supervisor): Import and issue units, resolve holds and preserve completed evidence.
- [Start here: Operator](https://help.smartfact.ai/manuals/worksteps/operator): Identify one unit, follow its issued steps and record truthful evidence.
- [Start here: Viewer](https://help.smartfact.ai/manuals/worksteps/viewer): Read units, travellers and completed evidence without changing work.
- [Roles and actions: who can do what](https://help.smartfact.ai/manuals/worksteps/roles-and-actions): Find the authority, authentication and review conditions for a task, with links to the working procedure.
- [Station input reference: identifiers, text and photographs](https://help.smartfact.ai/manuals/worksteps/input-reference): Check exact evidence formats, text bounds and photograph limits before saving a step.
- [Prepare people and stations](https://help.smartfact.ai/manuals/worksteps/site-setup): Check the site, role restrictions and named stations before production use.
- [Author procedures for unit variations](https://help.smartfact.ai/manuals/worksteps/procedures-and-variations): Define steps, options, parameter tables and evidence before proof.
- [Verify and publish a procedure](https://help.smartfact.ai/manuals/worksteps/proof-and-publication): Compare independent expectations and publish only the exact passing candidate.
- [Import units and issue their travellers](https://help.smartfact.ai/manuals/worksteps/import-and-issue): Preview exact source data and issue a consistent batch.
- [Record evidence at the station](https://help.smartfact.ai/manuals/worksteps/record-step-evidence): Claim the correct unit and satisfy each issued requirement.
- [Resolve holds and hand over unfinished work](https://help.smartfact.ai/manuals/worksteps/holds-and-handovers): Use the remedy for the specific barrier and arrange the physical transfer.
- [Correct evidence, replace work or authorise rework](https://help.smartfact.ai/manuals/worksteps/corrections-and-rework): Preserve the original attempt and review what must be repeated.
- [Retire or withdraw a release](https://help.smartfact.ai/manuals/worksteps/release-changes): Stop future issuance or execution with the appropriate release action.
- [Recover from an uncertain answer or station lock](https://help.smartfact.ai/manuals/worksteps/connection-and-station-problems): Reconcile the original action and restore current station authority.
- [Read history and retain the right export](https://help.smartfact.ai/manuals/worksteps/history-and-exports): Distinguish reference instructions, completed evidence and complete site records.
- [Handle recovery and close the site](https://help.smartfact.ai/manuals/worksteps/recovery-and-closure): Review held work and preserve records before the read window ends.
- [Worked example: two unit variations and a handover](https://help.smartfact.ai/manuals/worksteps/worked-shift): Follow a plausible job through variation, evidence and a supervised interruption.
- [Require a ToolCustody check before a step](https://help.smartfact.ai/manuals/worksteps/required-tool-checks): Register the source permission, bind the approved step and check the actual loan and tool at the station.