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  2. Administration
  3. Administration Overview
  4. Views
  5. Configurable Forms
  6. AI Quick Actions on a Form

Adding AI-Generated Regulatory Summarization to a Form

Updated

Article Content

Overview
User Account Requirements
Related Information/Setup
Navigation
Adding Regulatory Summarization to a Form
Important Notes

Overview

AI-Generated Regulatory Summarization 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 self-enabling this feature on your Org, please refer to the Enabling AI-Generated Regulatory Summarization on an Org article.

For more information on using the feature, please refer to the Using AI-Generated Regulatory Summarization on a Form article. 

Navigation

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

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Administration Icon

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

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Administrator Settings Menu

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

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Configurable Forms Tile

  1. On the Configurable Forms screen, from the list of forms, click the form that you want to add Regulatory Summarization to.

Adding Regulatory Summarization to a Form

Note-b717ac.png Note:
Regulatory Summarization can only be added to Requirement, Requirement Detail, and Sub-Topic object type forms.
  1. From the AI Quick Actions section of the form, click the Edit AI Quick Actions icon.

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Edit AI Quick Actions Icon

  1. Click the Summarize Regulatory Text option to select it.

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Summarize Regulatory Text Option

Note-b717ac.png Note:
The selection options are dynamic based on which AI Quick Actions are enabled on your Org.
  1. (Optional): If there is already an AI Quick Action enabled on the form, from the Sort AI Quick Actions section, click the Reorder icon to drag the AI Quick Actions into the order you would like them to appear on the form.

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Sort AI Quick Actions Section

  1. Click the Done button to save your changes.

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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.
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