On this page 6 steps
GET READY
Before you start
- Included access
- Included with the AI products
- Trident product
- Insights or Automation (Act)
- What this does
- Reviews information without changing records
- A paired Trident connection with access to the intended JobBOSS company.
- The exact job number. Replace example Job 12345 with your own.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, review Job 12345. Summarize its status, quantities, dates, routing progress, materials, purchasing and shipping. Highlight the exceptions worth checking. Keep the review read-only.
Adapt the example to your own records and outcome. The guide does not run the request.
FOLLOW THE WORKFLOW
One step at a time.
Read what happens, what you provide and the result to look for. Use the step reference when you need help.
- 01
JOBREV-01
Identify the job
Provide the job number and check that the returned customer and part identify the job you intended.
Your part
Confirm the job number and company context.
Look for this result
One intended job is selected.
Need help at this step?
Check the number and database if the job cannot be found. Resolve multiple matches before continuing.
- 02
JOBREV-02
Load job context
Review the job’s status, dates, quantities, customer, part and available related information.
Your part
Resolve an ambiguous choice if asked; otherwise review the returned context.
Look for this result
The review has a clear record and scope.
Need help at this step?
Ask which related sections could not be read. A missing section should not be treated as an empty or completed one.
- 03
JOBREV-03
Review routing and progress
Follow the routing and production progress, including scheduled dates and completed quantities where available.
Your part
Explain an unusual operating condition only when it affects interpretation.
Look for this result
You can see where the job is progressing or waiting.
Need help at this step?
Check whether scheduling or time-entry information is current before interpreting a gap as a production problem.
- 04
JOBREV-04
Review material, purchasing, and shipping
Review requirements, available material context, purchase-order dependencies and shipment activity together.
Your part
Read the findings; no update is requested.
Look for this result
Supply and shipping information is connected to the job’s progress.
Need help at this step?
Distinguish not applicable from not available. Ask for the specific material, PO or shipment behind a concern.
- 05
JOBREV-05
Identify exceptions
Review the items that appear unusual or need attention, with the reason each was flagged.
Your part
Clarify business intent when it changes the meaning of an exception.
Look for this result
A prioritized, evidence-based list of concerns.
Need help at this step?
Ask for the evidence when a finding is unclear. No exceptions is a valid result; the review need not invent a problem.
- 06
JOBREV-06
Summarize the review
Bring the findings together into a short job-health summary and choose a focused follow-up.
Your part
Ask to investigate one flagged area, or finish the review.
Look for this result
You know the job’s status, important exceptions and next checks.
Need help at this step?
Use this guide’s skill and step references if a section did not produce the documented result.
WHEN YOU FINISH
The expected result
A concise job-health summary, prioritized exceptions, the evidence behind them, and useful next checks. Areas not reviewed are identified; no records are changed.
KEEP THE NEXT QUESTION FOCUSED
Where to go next.
← Back to Skills & TrainingSK-001 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.