Manage AIDB Templates

Government Source Selection enables admin users to manage document templates for generating Source Selection Decision Documents (SSDDs) using the AI Document Builder (AIDB). Templates define the structure, sections, and questions that the AI Document Builder uses when generating documents from evaluation data.

Access the Source Selection Settings site to view, edit, and manage templates.

This page describes how to use the Source Selection Settings site to manage templates.

View AIDB templates in Source Selection Settings site

To view AIDB templates:

1. Click Templates on the navigation menu to navigate to the Templates page.
2. Enter template keywords in the search bar and click SEARCH to filter the templates list.
3. Select a value from the TAGS dropdown to filter templates by tag.
4. Select a value from the CREATED BY dropdown to filter templates by owner.

The templates list displays the following information for each template:

• Template Name: The display name and description of the template.
• Tags: Color-coded labels that categorize and organize templates.
• Owner: The user who created or last updated the template, along with the last updated date.

Edit AIDB templates in Source Selection Settings site

Editing a template is a three-step process. You define the template details and tags, select how to build the template content, and then configure the template outline with sections and questions.

To edit an AIDB template:

1. Click Templates on the navigation menu to navigate to the Templates page.
2. Click More options icon corresponding to a template.
3. Click Edit Template to navigate to the Update Template page.

Step 1: Define AIDB template details

In the first step of the Update Template process, modify the template name, description, and tags.

1. Update the Template Name.
2. Update the Description for the template.
3. In the Use Existing Tags section, select a tag from the dropdown to associate it with the template. Selected tags appear in the TAGS SELECTED area.
4. (Optional) If you need to create a new tag, enter a Tag Label in the Add New Tags section, select a Color, and click +ADD TAG.
5. Click NEXT to proceed to Step 2.

Step 2: Select AIDB template creation method

In the second step, select how to build or update the template content.

1. Select one of the following options:
   • Use a Reference Document: The AI Document Builder creates a base template from a reference document that you can refine.
   • Create from Scratch: Define outline sections and questions manually.
2. Click NEXT to proceed to Step 3.

Step 3: Edit AIDB template outline

In the third step, configure the template sections and questions that define the structure of the generated documents.

1. Click + Insert Section to add a new section to the template.
2. Enter a section name in the section header field.
3. Enter a Section Purpose to describe what the section covers.
4. Click Add question to add questions that the AI Document Builder answers when generating the document.
5. Enter the question text for each question.
6. Click Delete icon to remove a section or question.
7. Click Move up icon or Move down icon to reorder sections.
8. Click EXPAND ALL or COLLAPSE ALL to show or hide all section details.
9. Click SAVE AND CLOSE to save the template and return to the Templates page, or click SAVE to save and continue editing.

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