Generating revision changes with AI
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Prerequisites
- SoftExpert Suite environment hosted in the cloud.
- ''AI features'' permission enabled in Configuration > Access group (CM011) > Other permissions > AI features.
- Previously configured generative AI and NLP API.
- To use it in SoftExpert Performance:
- SoftExpert Performance as part of the solutions acquired by the organization.
- Previously configured scorecard.
- Access to the Scorecard (ST009) menu.
- To use it in SoftExpert Document:
- SoftExpert Document as part of the solutions acquired by the organization.
- Previously configured document with revision enabled.
- Access to the Document (DC010) menu.
- To use it in SoftExpert Form:
- SoftExpert Form as part of the solutions acquired by the organization.
- Previously configured form.
- Access to the Form (FO005) menu.
- To use it in SoftExpert Process:
- SoftExpert Process as part of the solutions acquired by the organization.
- Previously configured process.
- Access to the Process (PM063) menu.
- To use it in SoftExpert Risk:
- SoftExpert Risk as part of the solutions acquired by the organization.
- Previously configured risk plan.
- Access to the Plan (RI430) menu.
Introduction
In the SoftExpert Performance, SoftExpert Document, SoftExpert Form, SoftExpert Process, and SoftExpert Risk components, Artificial Intelligence (AI) analyzes the revision and object data to suggest a list of relevant changes.
The suggestions can be reviewed, edited, or removed before being saved, ensuring full control over the final result.
This article will demonstrate how to use the feature for generating revision changes with AI.
Generate revision changes with AI
Access the desired component below to view the complete step-by-step guide:
SoftExpert Performance
1. Access the Scorecard (ST009) menu.
2. Locate the desired scorecard and right-click on it.
3. Select the Open data option.
4. On the scorecard data screen, access the Revision tab.
5. In the Change section, click on the arrow next to the Add button and select the Using AI option.
6. Wait while the system compares the current revision with the revision in progress and automatically identifies the changes made.
7. Review the list of suggested changes. If necessary, edit or remove the changes before saving them.
8. Click on Add changes.
9. Save the revision data.
- The AI comparison is available only for scorecards that have a current revision for comparison and are in the design phase.
- The scorecard must contain up to 500 items in its structure. If this limit is exceeded, it will not be possible to identify the changes made.
SoftExpert Document
1. Access the Document (DC010) menu.
2. Locate the document and right-click on it.
3. Select the Open data option.
4. Open the Revision tab and access the Change section.
5. Expand the Add button and select the Using AI option.
6. If the document has more than one electronic file, select the file that will be analyzed.
7. If you want the AI to also compare the document data, check the Detect changes to the document data option.
8. Click on Generate.
9. Wait for the comparison between the current revision and the revision in progress. The AI will analyze the selected electronic file and identify the changes found.
10. Review the list of suggested changes. If necessary, edit or remove the changes before saving them.
11. Click on Save to complete the addition of the revision changes.
- For the electronic files to be analyzed, the PDF conversion service must be properly configured.
- The AI comparison is available only for documents that have a current revision for comparison and are in the design phase.
- Electronic files will only be analyzed when they are in PDF format and have a maximum size of 10 MB.
- If the document has only one electronic file, it will be automatically selected for comparison.
- If the electronic file does not meet the format or size requirements, it will be possible to generate changes based only on the document data or cancel the operation.
- The generation of revision changes with AI is available only to the party responsible for the revision, according to the revision model used:
- ISO 9000 revision: the document must be in the Design step, and the feature can only be used by the party responsible for this step.
- Simplified revision: the feature can only be used by the user who created the revision.
- Workflow revision: the feature can only be used by the party responsible for executing the current activity.
SoftExpert Form
1. Access the File > Form (FO005) menu.
2. Locate the form that is under revision.
3. Click on the arrow next to the 
button and select the Form data option.
4. On the form data screen, access the Revision section.
5. In the Change tab, click on the arrow next to the Add button and select the Using AI option.
6. Wait while the artificial intelligence compares the current revision with the revision in progress and generates the list of changes found.
7. If necessary, edit or remove the suggested changes.
8. Click on Add changes to add the revision changes to the form.
9. Save the revision data.
The AI comparison is available only for forms that have a current revision for comparison and are in the design phase.
It is also possible to inform the changes using AI when accessing the form data through the Management > Revision (FO017) menu or through the Form revision task.
SoftExpert Process
1. Access the Process (PM063) menu.
2. Locate the process that is under revision and right-click on it.
3. Select the Open data option.
4. On the process data screen, access the Revision tab.
5. In the Change section, click on the arrow next to the Add button and select the Using AI option.
6. Wait while the system compares the current revision with the revision in progress and automatically identifies the changes made.
7. Review the list of suggested changes. If necessary, edit or remove the changes before saving them.
8. Click on Add changes.
9. Save the revision data.
The AI comparison is available only for processes that have a current revision for comparison and are in the design phase.
It is also possible to inform the changes using artificial intelligence when accessing the process data through the Management > Revision (PM047) menu or through the Process revision task.
SoftExpert Risk
1. Access the Risk (RI430) menu.
2. Locate the desired risk plan and right-click on it.
3. Select the Open data option.
4. On the plan data screen, access the Revision tab.
5. In the Change section, click on the arrow next to the Add button and select the Using AI option.
6. Wait while the system compares the current revision with the revision in progress and automatically identifies the changes made.
7. Review the list of suggested changes. If necessary, edit or remove the changes before saving them.
8. Click on Add changes.
9. Save the revision data.
- The AI comparison is available only for risk plans that have a current revision for comparison and are in the design phase.
- The risk plan can contain up to 500 items in its structure. If this limit is exceeded, it will not be possible to identify the changes made.
Conclusion
Using AI to generate the revision changes reduces manual effort and speeds up the identification of the necessary adjustments.