On this page 6 steps
GET READY
Before you start
- Skill pack
- Insights Skills
- Trident product
- Insights or Automation (Act)
- What this does
- Reviews information without changing records
- Trident Insights or Automation (Act), with the relevant Insights Skills access when available.
- A bounded selection of open jobs and the closure policy relevant to your operation.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, review open jobs for [date range or customer] that may be ready to close. Classify the candidates, explain blockers and leave all job statuses unchanged.
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
CLOSE-01
Define the candidate scope
Choose the open jobs to examine by date, customer or another supported filter.
Your part
Provide filters or confirm the proposed scope.
Look for this result
A clear, bounded review selection.
Need help at this step?
Check the stated filter before interpreting the candidate count.
- 02
CLOSE-02
Find potentially complete jobs
Review jobs showing completion, shipment or activity signals that warrant a closer look.
Your part
Review the candidate list.
Look for this result
Potential closure candidates are identified.
Need help at this step?
Ask why a job was selected; a completion signal alone does not establish that closure is appropriate.
- 03
CLOSE-03
Check activity blockers
Review relevant material, labor, purchasing, shipping and other activity that may prevent closure.
Your part
Read the blocker summary.
Look for this result
Known blockers and gaps in the review are visible.
Need help at this step?
Treat the review as partial when an important activity area is unavailable.
- 04
CLOSE-04
Classify each job
Review Ready, Review and Not Ready classifications with their reasons.
Your part
Clarify your business closure policy if it changes the assessment.
Look for this result
Each candidate has an explained classification.
Need help at this step?
Ask for the reason behind a classification rather than treating the label as automatic authorization to close.
- 05
CLOSE-05
Review exceptions
Examine ambiguous cases before making any closure decision.
Your part
Resolve a question or leave the job in the review queue.
Look for this result
Uncertain cases remain distinct from ready candidates.
Need help at this step?
Do not force an ambiguous job into Ready merely to finish the list.
- 06
CLOSE-06
Return close-ready list
Use the prioritized list to decide which records deserve a final review under your normal process.
Your part
Choose a job for further investigation.
Look for this result
A reasoned close-readiness list, with no status changes.
Need help at this step?
Include the CLOSE step reference and selected scope when a result needs investigation.
WHEN YOU FINISH
The expected result
A prioritized candidate list with Ready, Review or Not Ready classifications and reasons. No jobs are closed by this review.
KEEP THE NEXT QUESTION FOCUSED
Where to go next.
← Back to Skills & TrainingSK-005 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.