Steps

  1. Open the documentation assistant or an editable SOP draft within the intended property and choose the relevant approved publications or document scope.

  2. Ask the question or describe the SOP to generate. Review any Confirm AI credit use dialog and explicitly confirm the estimated use before starting.

  3. For a question, read the answer and open its cited publication before relying on the procedure. Streaming text alone does not prove an action was performed.

  4. For SOP generation or an edit proposal, wait for the existing job. Review all proposed blocks, then choose Apply to draft or Reject. Applying requires edit authority and an unchanged draft.

  5. If status retrieval fails, use Retry on that job before starting another generation. Cancellation stops at the next safe boundary; check the final status.

  6. Save and send the resulting draft through review and publication. AI acceptance does not automatically publish a procedure or grant it to other users.