Create a blank Copilot Studio agent
Step 1 of 34
Action
Create a blank Copilot Studio agentExpected resultA blank Copilot Studio agent is visible in the captured Draft workspace.
Manual mode · literal browser construction
Build Field Permit to Work Agent manually.
No PAC CLI, YAML import, or plugin architect. Follow each action and its evidence boundary, compare only the reviewed references, and stop at Draft.
Synthetic disclosure: this is qualitative workflow evidence using packaged synthetic inputs. It is not a customer KPI or a live-system result.
Progress will remain available on this page, but it will not persist after you leave.
Found something inaccurate? Use Report an issue on that step. It opens a prefilled GitHub issue for review and does not submit automatically.
Build and verify
Name Field Permit to Work Manual
Step 2 of 34
Action
Name Field Permit to Work ManualField Permit to Work Manual
Expected resultThe page header shows the recorded manual build name: Field Permit to Work Manual.
Enter the reviewed global instructions
Step 3 of 34
Action
Enter the reviewed global instructions# Field Permit to Work Agent — Manual Global Instructions You are a synthetic permit-to-work pilot for permit coordinators, authorized persons, crew leads and operations managers. Prepare risk assessments and checks from the fixed snapshot and make blockers obvious, without issuing, approving or closing anything. ## Fixed synthetic snapshot - Use only the uploaded Field Permit to Work Agent synthetic records, rules and guardrails, and 11 packaged skills. - All permits, sites, assets, devices, isolation points, crews, people, risk scores, times, close-out readings and monthly figures are invented. - Do not browse, consult external sources, or add facts from general knowledge or the current date. Never invent a record, figure, status, decision or outcome. - Never match a fictional name to a real person or organization or claim access to a live system. ## Natural-language routing - Use **daily permit queue** when someone asks which permits are waiting today and what is blocking them. - Use **work request check** when someone asks whether a new work request is complete enough to raise a permit. - Use **risk assessment draft** when someone asks to draft the hazards, controls, PPE and residual risk for a permit. - Use **isolation check** when someone asks whether the isolation for a job is actually in place. - Use **sign-off route and timing** when someone asks where a permit is in the sign-off chain and whether it will be ready on time. - Use **control room isolation confirmation** when someone asks whether the control room has confirmed the isolation, or wants the permit update and crew notice drafted. - Use **crew briefing status** when someone asks whether the crew has acknowledged the safety briefing. - Use **permit acceptance readiness** when a crew lead asks whether the crew can accept the permit on site yet. - Use **permit clearance check** when the crew has finished and someone asks whether the permit can be closed. - Use **permit safety roll-up** when a manager asks how permit safety is performing this month. - Use **archived permit audit trail** when someone asks for the audit trail or chain of custody of an archived permit. ## Human and side-effect gates - Never issue, approve, endorse or close a permit, operate or lock a device, instruct or message a crew, authorize the start of work, or override a safety control. - The authorized person confirms the risk assessment, the isolation and the live switching state, and clears the permit; the control room operates devices; the crew lead runs the briefing. - Present every output as a draft, a check or a recommendation for an authorized person. ## Evidence-first response contract 1. Lead with the specific record, figure, status or draft that answers the question. 2. Keep identifiers, figures and tables exactly as they appear in the synthetic records. 3. State the blocker, gap or next step and who acts on it. 4. Make the draft-only or check-only status explicit; never speculate. 5. End substantive answers with: **Synthetic permit support only. No permit was issued or closed, no device was operated, and no crew was instructed.** <!-- locked-preview-anchors:start --> ## Skill routing map Route from the user's natural-language intent to the correct skill below. Do not narrate internal retrieval, tool selection, restrictions, or implementation mechanics; present only the user-facing result. - `PTW-01` uses skill `permit-queue`. - `PTW-02` uses skill `risk-assessment`. - `PTW-03` uses skill `isolation-check`. - `PTW-04` uses skill `authorization-route`. - `PTW-05` uses skill `crew-briefing`. - `PTW-06` uses skill `clearance-check`. - `PTW-07` uses skill `safety-kpis`. - `PTW-08` uses skill `work-request-check`. - `PTW-09` uses skill `isolation-confirmation`. - `PTW-10` uses skill `acceptance-readiness`. - `PTW-11` uses skill `audit-trail`. These skill names above are the ONLY valid skill identifiers. Never invent, guess, or reference any other skill name. If the correct skill or its knowledge cannot be loaded after one retry in the same turn, say so honestly and stop. Do not answer using values you already know from these instructions or from general knowledge -- a response with no real citation is not acceptable output. <!-- locked-preview-anchors:end -->
Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Save the instruction policy
Step 4 of 34
Action
Save the instruction policyExpected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Remove default web search
Step 5 of 34
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: aibast_field-permit-to-work-rules-and-guardrails.md
Step 6 of 34
Action
Add knowledge: aibast_field-permit-to-work-rules-and-guardrails.mdExpected resultThe exact knowledge file linked for this step is attached under its complete filename. Wait for processing to finish before continuing. This step does not require the final inventory or prove the other uploads.
Add knowledge: aibast_field-permit-to-work-synthetic-records.md
Step 7 of 34
Action
Add knowledge: aibast_field-permit-to-work-synthetic-records.mdExpected resultThe exact knowledge file linked for this step is attached under its complete filename. Wait for processing to finish before continuing. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_acceptance-readiness_10
Step 8 of 34
Action
Add skill: aibast_acceptance-readiness_10Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_audit-trail_11
Step 9 of 34
Action
Add skill: aibast_audit-trail_11Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_authorization-route_04
Step 10 of 34
Action
Add skill: aibast_authorization-route_04Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_clearance-check_06
Step 11 of 34
Action
Add skill: aibast_clearance-check_06Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_crew-briefing_05
Step 12 of 34
Action
Add skill: aibast_crew-briefing_05Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_isolation-check_03
Step 13 of 34
Action
Add skill: aibast_isolation-check_03Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_isolation-confirmation_09
Step 14 of 34
Action
Add skill: aibast_isolation-confirmation_09Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_permit-queue_01
Step 15 of 34
Action
Add skill: aibast_permit-queue_01Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_risk-assessment_02
Step 16 of 34
Action
Add skill: aibast_risk-assessment_02Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_safety-kpis_07
Step 17 of 34
Action
Add skill: aibast_safety-kpis_07Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_work-request-check_08
Step 18 of 34
Action
Add skill: aibast_work-request-check_08Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Review model, skills, knowledge, and safety boundaries
Step 19 of 34
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Model
Claude Opus 5.5, 11 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the skill list (11 skills)
Step 20 of 34
Action
Review the skill list (11 skills)Expected resultThe screenshot visibly confirms Model
Claude Opus 5.5, 11 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the rest of the skill list
Step 21 of 34
Action
Review the rest of the skill listExpected resultThe screenshot visibly confirms Model
Claude Opus 5.5, 11 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 22 of 34
Action
Open a fresh Preview conversationExpected resultA fresh Preview surface or its recorded qualitative result is visible; only the evidence file defines a pass.
Pass PTW-01: Permit Coordinator
Step 23 of 34
Action
Pass PTW-01: Permit CoordinatorWhich work permits are waiting for today?
Expected resultThe captured Preview evidence records PTW-01 with the recorded identifiers PTW-4471, 2 with a blocker, Live isolation not confirmed; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-01. A previous response must not influence the evidence.
Pass PTW-02: Permit Coordinator
Step 24 of 34
Action
Pass PTW-02: Permit CoordinatorDraft the risk assessment for the Cedar Hill transformer job.
Expected resultThe captured Preview evidence records PTW-02 with the recorded identifiers 60 of 100, Arc-rated coveralls, Draft for the authorized person; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-02. A previous response must not influence the evidence.
Pass PTW-03: Authorized Person
Step 25 of 34
Action
Pass PTW-03: Authorized PersonIs the isolation for the Cedar Hill job actually in place?
Expected resultThe captured Preview evidence records PTW-03 with the recorded identifiers CB-CH-02 lockout not applied, Do not start work, No device was operated; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-03. A previous response must not influence the evidence.
Pass PTW-04: Permit Coordinator
Step 26 of 34
Action
Pass PTW-04: Permit CoordinatorWhere is the Cedar Hill permit in the sign-off chain, and will it be ready for the 11:00 start?
Expected resultThe captured Preview evidence records PTW-04 with the recorded identifiers Lee Carter, Earliest issue, 10:30; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-04. A previous response must not influence the evidence.
Pass PTW-05: Crew Lead
Step 27 of 34
Action
Pass PTW-05: Crew LeadHas the Cedar Hill crew acknowledged the briefing?
Expected resultThe captured Preview evidence records PTW-05 with the recorded identifiers 3 of 4 acknowledged, Chris Dale, no one was messaged; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-05. A previous response must not influence the evidence.
Pass PTW-06: Authorized Person
Step 28 of 34
Action
Pass PTW-06: Authorized PersonThe Cedar Hill crew has finished. Can we close the permit?
Expected resultThe captured Preview evidence records PTW-06 with the recorded identifiers Held for review, 1 unaccounted for, The permit was not closed; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-06. A previous response must not influence the evidence.
Pass PTW-07: Operations Manager
Step 29 of 34
Action
Pass PTW-07: Operations ManagerHow are we doing on permit safety this month?
Expected resultThe captured Preview evidence records PTW-07 with the recorded identifiers 212, Lockout gaps caught before work, Near misses; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-07. A previous response must not influence the evidence.
Pass PTW-08: Crew Lead
Step 30 of 34
Action
Pass PTW-08: Crew LeadIs the Hilltop pole replacement request ready to raise a permit?
Expected resultThe captured Preview evidence records PTW-08 with the recorded identifiers WR-9083, Not ready to raise a permit, No isolation points listed; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-08. A previous response must not influence the evidence.
Pass PTW-09: Permit Coordinator
Step 31 of 34
Action
Pass PTW-09: Permit CoordinatorHas the control room confirmed the isolation for the Hilltop Line 3 job? Draft the crew notice.
Expected resultThe captured Preview evidence records PTW-09 with the recorded identifiers Sam Ortiz, DMS-SW-55102, Draft crew notification; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-09. A previous response must not influence the evidence.
Pass PTW-10: Crew Lead
Step 32 of 34
Action
Pass PTW-10: Crew LeadCan my crew accept the Cedar Hill permit on site yet?
Expected resultThe captured Preview evidence records PTW-10 with the recorded identifiers Not ready to accept, Chris Dale, Isolation confirmed by the control room; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-10. A previous response must not influence the evidence.
Pass PTW-11: Safety Auditor
Step 33 of 34
Action
Pass PTW-11: Safety AuditorPull the audit trail for the archived Riverside link box permit. Is anything missing?
Expected resultThe captured Preview evidence records PTW-11 with the recorded identifiers PTW-4462, Permit cleared, MISSING; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PTW-11. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 34 of 34
Action
Confirm Draft and stop before publishExpected resultThe agent remains Draft and no Publish action is taken.
Troubleshooting
A screenshot or browserfilm frame is missing
Do not invent, recreate, or substitute an image. Keep the step open until its actual evidence is captured and reviewed. Remove --allow-pending only after all workshop evidence gates are met.
A knowledge file is still processing
Wait for ingestion to finish before Preview. A partial answer is not evidence.
A skill upload fails
Use the linked raw SKILL.md. Fix the reviewed source deliberately; do not silently skip the action.
The model differs from Easy mode
Record the substitution and stop the parity claim until Easy and Manual use the same reviewed model.
The Preview answer misses an identifier
Mark the recorded case failed, inspect instructions and inventory, then replay the exact prompt in a fresh conversation.
Should I publish?
No. Keep the same owned manual agent in Draft. Do not choose Publish as part of this tutorial.