Use AI Compliance Assistant to complete tasks

AI Compliance Assistant matches uploaded documents to outstanding vendor and contractor compliance tasks and automatically fills in information found in the documents.

How AI Compliance Assistant works

AI Compliance Assistant allows you to upload multiple compliance documents for a vendor and their associated contractors at the same time. The documents are processed as follows:

1. You upload the compliance documents.
2. AI Compliance Assistant matches each document to the appropriate outstanding vendor or contractor task.
3. Information is extracted from each document and added to the corresponding task.
4. You review the matched tasks, make any necessary changes, and save or approve them.

Supported file types

For AI Compliance Assistant to read and extract information from a document, the file must be 10 MB or smaller and use one of the following file types:

• PDF
• DOCX
• JPG
• JPEG
• PNG

Use AI Compliance Assistant

1. From the left sidebar in ContractorOS, click Dashboard.
2. Under the Site Compliance section, locate the AI Compliance Assistant banner.
3. From the Vendor Name drop-down menu, select the vendor whose documents you want to upload, then click View Vendor.
   
4. Click Upload Files.
   

5. In the Upload Files side panel, drag and drop your files into the space provided, then click Start Matching.

   Wait for AI Compliance Assistant to match the documents to the corresponding tasks. When matching is complete, the Pending Tasks tab displays the matched tasks and a summary of the information found. For details about the information displayed, see Understand the pending tasks columns.

6. Take one of the following actions from the Pending Tasks tab:
   • Review a task: Select a task, review the information entered by AI Compliance Assistant, and make any necessary changes. When you finish reviewing the task, click Save.
     
   • Finish an incomplete task: If a task could not be fully completed by AI Compliance Assistant, click Finish next to the task, then fill in the required information and click Save.
     
   • Save a task: Click Save next to a task, then select one of the following options:
     • Save: Save the task so that you can review or approve it later.
     • Save and Approve: Save the task and approve it as complete.
        
   • Save multiple tasks: Click Save Completed, then select one of the following options:
     • Save: Save all completed tasks so that you can review or approve them later.
     • Save and Approve: Save and approve all completed tasks.

Understand the Pending Tasks columns

After AI Compliance Assistant matches documents to their tasks, the Pending Tasks tab displays each matched task in a table. The table includes the following columns:

• Task Name: The name of the compliance task.
• Status: The current status of the task. Newly matched tasks have an In Progress status until they are saved. For more information, see Task statuses.
• Document: The name of the document matched to the task.
• Assigned to: The name of the contractor assigned to the task.
• Site: The site associated with the task.
• Type: Indicates whether the task is a vendor task or a contractor task.
• Completion: The percentage of the task information that AI Compliance Assistant filled in automatically.