AI Toolkit
      Back to home
      1. Knowledge Base
      2. User Manual
      3. AI Toolkit

      Creating an AI-Generated Checklist

      Learn how to create a checklist using Chekhub's AI-generator tool

      Chekhub empowers you to create checklists using the integration of AI. This powerful tool allows you to create detailed and customized checklists efficiently by leveraging artificial intelligence. Follow the steps below to create, edit, and publish your checklists with ease.

      1. Navigate to the Checklists Module
        • Locate and select the Checklists module on the left side of the screen.
      2. Create a New Checklist
        • In the Checklists module, select the "Create Checklist" button located in the top right corner, a dialogue window will appear. Enter the name of your new checklist.
        • Click the “Use AI Generator” button on the left side of the window.
      3. Choose Your Checklist Creation Method
        • Method 1: Create Checklist from a Description
          • Select the option to create a checklist from a description.Write a detailed description of the checklist you wish to create. 
          • For best results, include specifics such as manufacturer and model information for equipment or details about the facility you’re working in.
        • Method 2: Create Checklist from an Existing Document
          • Using the option to create a checklist from an existing document, upload a procedure document from the Chekhub library. Note: Only PDF files are currently supported. Convert other file types to PDF before uploading.
          • If needed, provide additional information or instructions to the AI for better results.
      4. Generating the Checklist
        • After entering your prompt and necessary information, click the "Generate" button in the bottom right corner of the dialogue box.
        • The checklist builder window will appear, and AI will start creating your checklist.
      5. Editing Your Checklist
        • Use the chat box window on the right side to make adjustments or recommend changes to the checklist.
        • When satisfied with your checklist, click "Save."
      6. Detailed Editing in the Edit Checklist Screen
        • Reorder, customize, and translate steps as needed within the Edit Checklist screen.
      7. Add Checklist Details
        • Add additional information such as a Description, Category or specify any Qualifications required to complete the checklist.
        • Set the Safety Concern Level to inform your teams of any potential risks
      8. Saving and Publishing Your Checklist
        • Click the checkmark to save your changes.
        • Once saved, publish the checklist from the top left corner so it can be used in your tickets.

      With Chekhub's AI-generated checklists feature, creating and managing detailed checklists is faster and more efficient than ever. Follow this guide to make the most of this powerful tool and streamline your workflows.