Settings Card

A Settings Card holds the baseline settings for one machine, format or product: each value with its tolerance band and where it is checked or set, the settings nobody may change, and the rules for changing the rest. It stops drift, such as a relief valve turned up "to get more lift", and gives Technicians the number to compare a reading against. For how Settings Cards fit with the other card types, see Field Cards.

This page shows a complete Settings Card, explains what each section captures, and then shows how to create one with the InSkill Field Card Creator skill.

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Note

The example is built from fictional AZ Copper Works records and the AZ Machine Works AM-650 manuals. Its pictures are illustrations marked For demo purposes only.

The Example Card

What Each Section Covers

A Settings Card is a reference table with guard rails: scope first, then the values, then what must never change and how the rest may.

Example Questions

These questions were asked in Ask on Copilot (Truck) with the card uploaded, and InSkill GPT answered them correctly. Use them to check the card after you upload it.

How to Create a Settings Card

Settings Cards are created in Claude with the InSkill Field Card Creator skill. It takes the values and tolerances from the maker's manual, puts the field readings beside them, and turns the incidents in the records into protected settings and change rules.

Follow these five stages in order:

1. Gather the source data
2. Run the skill
3. Review the card
4. Upload to InSkill
5. Test the card in Ask

Gather the source data

Collect completed check sheets, calibration records and any notes about settings that were found changed. Add the maker's specification tables and adjustment procedures.

The source for this example is a printed check sheet filled in by hand, with a note added later:

The skill reads the readings and the note and gives each a source ID:

Two more records came from the typed field log:

id,date,shift,unit,tech,area,entry
E0029,2026-09-08,Day,B43558,JM,Hoist,"Hoist slow, raise time 17 s, AM-4018 inactive. ML screw closed. TP-2 210 psi in HOLD. Raise solenoid 730 mA at full RAISE. Flow meter at pump: 52 gpm at 2,100 rpm and 1,000 psi. Replaced hoist pump 650-4305-00. Flow 73 gpm. Relief 2,500 psi. TP-6 450 psi. EHL calibration done. Raise 11 s, lower 13 s."
E0032,2026-09-16,Day,B43558,AL,Hydraulic,"LS margin check: TP-1 minus TP-8 = 320 psi. Margin adjuster turned in about 0.4 turn; margin 350 psi. Jam nut 25 lb-ft."

The manuals used were the AMW-MP-650-25 Maintenance and Parts Manual (pressure test panel and adjustments, pages 35 and 36; 2024 to 2025 changes, page 50) and the AMW-SM-650-25 Service Manual (hoist cycle time, page 22; EHL calibration, page 25).

Run the skill

In Claude, attach the check sheet, the field log, the manuals and the customer logo, and use a prompt like this:

Use the InSkill Field Card Creator skill.

Create a settings card for the hydraulic and hoist pressures read at the pressure
test panel (TP-1 to TP-8) on the AMW AM-650 haul truck, 2025 model year.
- Copilot: Copilot (Truck)
- Site: AZ Copper Works (prefix ACW)
- Keep the card generic to the AM-650: no unit numbers; note model-year differences
- Source: the attached check sheet and field log, July to September 2026
- Take every value and tolerance from the attached AMW-MP-650-25 manual and cite
  the page; show the field readings beside them
- List sealed and non-adjustable settings as protected settings, and turn the
  relief incident into a change rule
- Header: the attached AZ Machine Works logo

Review the card

Before you upload the card, check:

• Every page reads cleanly, no heading is stranded at the bottom of a page, and the card ID fits the header.
• Every field value appears in the source records, and every source ID on the card exists.
• Every value taken from the manual cites its page.
• The To be confirmed list names every gap, and who should close it.
• The settings file has InSkill GPT Answers, App and Web all on.
• The scope names the model years the values apply to, and anything out of scope.

Upload to InSkill

Field cards are uploaded with InSkill GPT Answers, App and Web all on. With App and Web off, InSkill GPT still uses a card, but doesn't show it as a resource in the answer.

1. Open the copilot, here Copilot (Truck), and open its Resources tab.
2. Click Bulk Upload and add the PDF.
3. Under Configure defaults for uploaded files, leave Published on. Under Visibility, leave App, Web and InSkill GPT Answers selected. Under InSkill GPT, leave Searchable and Parse selected.
4. Click Create 1 Resources, then Done.
5. Open the new resource and set Name, Keywords and Description from the settings file. Leave Prompt empty. Click Save. See Editing Resource Attributes.

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Note

Claude can do step 5 for you through the InSkill MCP Server: ask it to apply the .inskill.json settings file to the uploaded resource.

In this example the resource name is Field Card (Settings) | Hydraulic and hoist pressure settings.

Test the card in Ask

Ask the example questions in Ask on the copilot and check the answers against the card.

Output Reference

Files

The skill writes two files for each card:

The skill writes the card in English, even when the source records are in another language. It writes another language version, for example ACW-AZMachineWorks-AM650-Truck-S-001-ES.pdf, only when you ask for one. On request, it also delivers a kit with the template, builder, content files and images, so the card can be rebuilt after edits.

Card ID

Every card ID follows the pattern <Site>-<Brand>-<Model>-<MachineType>-<Code>-<Number>, and each language version adds a suffix:

Value tags

Every value on the card is tagged so Technicians and InSkill GPT know how far to trust it:

Status, version and review

Settings file

The settings file for this Settings Card:

{
  "card_id": "ACW-AZMachineWorks-AM650-Truck-S-001",
  "resource_title": "Field Card (Settings) | Hydraulic and hoist pressure settings",
  "language": "en",
  "base_language": "en",
  "is_base": true,
  "translation_group": "ACW-AZMachineWorks-AM650-Truck-S-001",
  "card_type": "settings",
  "status": "field",
  "version": "0.1",
  "review_date": "2027-01-29",
  "owner": "To be assigned",
  "copilot": "Copilot (Truck)",
  "visibility": {"vis_mvn": true, "vis_web": true, "vis_app": true},
  "keywords": ["hydraulic pressure settings", "test panel", "PTP", "test ports", "TP-1", "TP-2", "TP-3", "TP-6", "TP-7", "TP-8", "hoist relief", "relief valve setting", "main relief", "LS margin", "standby pressure", "brake cut-in", "brake cut-out", "charging valve", "pilot pressure", "pressure check", "gauge readings", "AM-650"],
  "mvn_desc": "Hydraulic and hoist pressure settings. Settings card for the AMW AM-650 rigid haul truck.",
  "source_entries": "E0009, E0020, E0029, E0032 (AZ Copper Works field log, Jul–Sep 2026, fictional demo data). Manuals: SM pp. 22, 25, 33; MP pp. 14, 35–36, 50. SM = AMW-SM-650-25 Rev. A Service Manual, MP = AMW-MP-650-25 Rev. A Maintenance and Parts Manual.",
  "file": "ACW-AZMachineWorks-AM650-Truck-S-001-EN.pdf"
}