The AI Training Creation feature allows you to automatically generate a training course from an SOP (Standard Operating Procedure) document.
This option is available under Create with AI in the Content Builder.
AI-based training creation offers two options:
Create Training Using SOP Document (AI)
This section explains how to create training using an SOP document.
Accessing the Feature
Go to Content Builder and either create a new e-Folder or edit an existing e-Folder.
Provide the required folder details and click Next.
On the next screen, click Create with AI and select Create Training Using SOP Document (AI).
A popup window will appear for configuring the AI training.
Step 1: Upload or Select Document
Option A: Upload a New SOP Document
If you want to upload a new SOP document, complete the following fields:
Document Title: Enter a clear and meaningful title for the training.
Document Description: Provide a short description or summary of the SOP.
Upload File: Attach the SOP document from your system.
Create Tag(s): Add tags to be able to search document with tags in Full Bank.
Mandatory Toggle: Enable this option if you want the document to be mandatory within the training.
Click Next to proceed.
Option B: Select an Existing Document
If the SOP document is already available in the document library:
Choose the document from the list.
Click Next to proceed.
Step 2: Document Formatting Options
On this screen, you can customise the document for the training:
Update Formatting: Adjust the document to SOP format if required.
Translate Document: Create the training in a different language if needed.
Generate Knowledge Test: Choose whether to generate a knowledge test from the document or not.
Click Next after selecting the options you need.
Step 3: Processing and Preview
If formatting or translation is selected, the system will process the document.
A progress indicator will display the status on-screen
Once processing is complete, you will see two options:
Download: Download the formatted document.
Preview: Preview the formatted and/or translated document.
Click Next to continue to the training details screen.
Step 4: Define Training Details
Provide the following information:
Training Code: A unique reference code for the training.
Training Title: The title that will appear in the training list.
Number of Questions: Specify how many quiz questions should be generated from the SOP.
Allowed Attempts: Define how many times users can attempt the assessment.
Score Type: Choose between Test Assessment or Manual Assessment.
Passing Criteria: Set the minimum passing percentage.
Click Create Training to initiate the AI training generation.
Step 5: AI Training Generation
The system will automatically create the training, which will then appear in your Training List.
The training will include:
The uploaded or selected SOP document.
The automatically generated questions (if enabled).
After reviewing the content, you can disable Maintenance Mode to make the training available for user assignment.