Create a Round Plan Template Using AI

Use AI-assisted template creation when source documents or a clear prompt can provide a useful starting point. Review and correct the generated content before use.

The system reads both your instructions and the uploaded documents to create a template that matches your needs. You can also choose specific pages or sections to focus on while generating the template.

This feature helps you save time, reduce manual effort, and maintain consistency across all your Round Plans—without compromising on quality.

To create round plan template using AI:

  1. Click the Templates section on the left pane.

    The Templates screen with the list of round templates is displayed.

  2. In the Templates screen, click the Create Using AI button at the top right corner.
  3. In the Choose a Starting Point screen, select either
    • Upload and Convert,
      • Choose the relevant Plant and Unit from the drop-down.
      • Click the Upload icon and select the file (image or pdf) from your device.
    • Click the Describe your Round Template,
      • Choose the relevant Plant and Unit from the drop-down.
      • Enter a prompt and upload any relevant attachments for better results.
  4. In the Template Details screen, the AI will analyze the uploaded content and generate a draft Round Plan.
  5. Click Continue on top right.
  6. In the Tag Tasks and Assets screen, review the generated Round Plan against this checklist before making any changes:
    • Does every task reflect the prompt and the referenced source content, with no fabricated tasks?
    • Are field types, labels, and mandatory flags correct for each task?
    • Are units, ranges, and formulas on Number/Slider tasks accurate for this asset?
    • Is the section and page layout usable on a mobile screen, not just on web?
    • Are safety-critical tasks (verification, mandatory fields, exception flags) present and not silently dropped?
  7. Edit the generated template as needed — adjust field types, labels, and mandatory fields — until it passes the checklist above.
  8. Once all changes are complete, click Mark Ready.
  9. In the Round Plans that will reflect Template changes window, select the round plans that should be updated with the new template changes.
  10. Click Done to complete the template creation.

    The new template appears on the Templates screen with a Ready status.

The generated template is saved with Ready status and is available from the Templates screen.

Related task: Create and Prepare a Round Plan