# Require a ToolCustody check before a step

Register the source permission, bind the approved step and check the actual loan and tool at the station.

Source: https://help.smartfact.ai/manuals/worksteps/required-tool-checks

Review edition: 25 October 2026

Roles: owner, author, reviewer, supervisor, operator

A required tool check joins an approved WorkSteps step to a narrowly authorised ToolCustody task. Agree the task, receiving site and people with the source team before configuring it. A stored permission is not evidence that a tool is currently ready.

## Register the source permission

Ask the ToolCustody Owner to establish the approved task permission and explicit mappings from the intended Accounts actors to existing borrower records. The organisation, production or practice environment, receiving WorkSteps site and permitted use must agree. WorkSteps cannot create that source permission. Use the [ToolCustody handbook](/manuals/toolcustody) for its source-side procedure.

As a WorkSteps Owner, open Team & stations and ToolCustody references for required steps. Copy the supplied ToolCustody site ID, Approved grant ID and Exact grant hash. These are exact identifiers: the two IDs must be valid retained site/grant IDs and the hash must contain 64 lower-case hexadecimal characters. Do not substitute a task name, borrower badge or recently copied hash from another permission.

Complete recent Accounts verification and choose Verify and add reference. WorkSteps must obtain a current signed source response matching this organisation, environment, receiving site, grant and hash. Check the retained task, maximum use interval and new reference ID in the list. A connection failure, withdrawn grant, recovery change or scope disagreement needs correction at its source. Registering a reference does not enable a disconnected evidence service.

If the registration answer is interrupted, reload Team & stations and inspect the retained reference list before another attempt. Keep the original values and involve the Owner or support if its outcome remains unclear.

## Bind the intended procedure step

The Author uses the retained WorkSteps reference in the procedure's required-step configuration, binding the exact step identity and revision. Set the real required use interval in seconds, at least 60 and no greater than the source maximum, with a ceiling of 43,200 seconds. A source permission shorter than 60 seconds cannot be used for this receiving workflow.

Keep the approved task, source permission and step meaning together. Save a new procedure revision, supply independent expectations and complete [proof and publication](/manuals/worksteps/proof-and-publication). A newly registered reference does not alter already issued travellers or publish a draft.

After a source permission is withdrawn, its approved task changes, or either side is restored, obtain current source approval and review the affected configuration. Do not replace only the hash in an old definition to hide the change.

## Check the actual tool at the step

The Operator claims the traveller normally. At Check the tool before this step, read the approved task and interval. Enter the current ToolCustody loan in ToolCustody loan and the complete current asset label in Tool label. Use this loan and Use this tool select those values; they do not start the step.

Choose Check tool and start step. The loan, exact asset and label generation must agree with current ToolCustody custody, mapped borrower, task, qualification and permitted-use interval. Inspect Tool check recorded and its valid-until time before carrying out this step.

When another check is necessary, the offered Check tool and restart interval performs a new admission check. It does not extend the ToolCustody loan or qualification by itself. WorkSteps checks readiness again while the guarded step is active.

## Stop for a failed readiness check

Stop physical work if the check is refused, expires or is withdrawn. WorkSteps does not control a machine or establish that the Operator physically stopped. Tell the Supervisor the unit, step, task, loan, tool label and displayed reason.

Resolve the actual ToolCustody custody, qualification, borrower mapping, grant or connection problem. Do not scan another tool's label while using the first tool. Preserve the traveller's accepted evidence and use [holds and handovers](/manuals/worksteps/holds-and-handovers) where the attempt is held. Whole-traveller loan checks, where an issued procedure uses them, are supplied at claim and follow their displayed pause/new-claim instructions; they are not interchangeable with a required-step check.