How to use the AI Template Generator

How to Use the AI Template Generator to Create Checklists

Step 1: Navigate to the Template Section

• Start by opening your project overview. Go to the "Checklists" section.
• Scroll down and click on "Templates".

Step 2: Create a New Template

• Click on "Create Template".
• You will see an option labelled "Ask our AI Template Assistant to help you". Click on this button.

Step 3: Input Template Requirements

• Enter the type of template you need. For example, type "Please create an injury report."
• The AI template generator will process your request and create the desired template.

Step 4: Preview the New Template

• Once the template is created, preview it by navigating to the right side of the screen.
• Check if the template meets your requirements or if it needs any modifications.

Step 5: Modify the Template (Optional)

• If adjustments are needed, such as adding a yes-no checklist section, input that request.
• For instance, you might enter "Please add a yes-no checklist section to the injury report."
• The AI will update the template accordingly.

Step 6: Review and Use the Updated Template

• Scroll through the template sections to review any changes. Ensure the newly added sections are correct.
• Once satisfied, click "Use this Template" to apply it to your project.

Step 7: Make Manual Adjustments (Optional)

• If further personalisation is needed, make manual changes directly in the template editor.

Step 8: Request Additional Changes (Optional)

• If additional modifications are required, simply return to the AI generator and specify what changes need to be made.

Step 9: Seek Assistance if Needed

• For any questions or support, use the green chat box in the right-hand corner of the screen.