Enabling the AI-Generated Requirement Summary Feature on Forms

Overview

The AI-Generated Requirement Summary feature uses AI/ML to summarize regulation statements, making them easier for users to interpret and understand. 

User Account Requirements

The user must have Administrator permissions to edit configurable forms. 

Related Information/Setup

For more information on using configurable forms in Resolver, please refer to the Configurable Forms section.

Navigation

  1. From the Home screen, click the Administration icon.

    Administration Icon

  1. From the Administrator settings menu, click Admin Overview.

    Administrator Settings Menu

  1. From the Admin Overview screen, click the Configurable Forms tile under the Views section.

    Configurable Forms Tile

  1. On the Configurable Forms screen, from the list of forms, click the form that you want to enable the AI-Generated Requirement Summary feature on.

Enabling the Generate AI Summary Feature

Note:
The Generate AI Summary feature only applies to Requirement object types.

  1. From the Form Elements palette, under the Actions sections, drag and drop the Generate AI Summary element on to the form. 

    Generate AI Summary Form Element

  1. Click the Done button to save your changes.

    Done Button

Important Notes

  • The summary cannot be edited by a user.
  • The summary doesn't persist amongst users; this means that each user who reviews a form will have to generate their own summary.
  • The summary is not eligible to be exported on to reports.
  • The summary is not available in an Org’s Data Warehouse.