Setting up your project
AI runs a short setup conversation and reads what you share, such as a schedule of homes, to record your project’s facts. You check the schedule before it’s used.
Who does it: AI, then you
Listing the documents you should hold
Rules, not AI, for regulations and standards. The rulebook is applied to your project’s facts. A line can show the regulation or standard behind it and the fact that triggered it, for example a storey above 11 metres. Your team can add its own items.
Who does it: Rules
Reading contracts
AI reads contracts for what they ask you to provide, such as documents to hand over. You choose which of its findings to add before anything changes.
Who does it: AI, then you
Sorting planning documents
Keyword rules sort planning documents first. AI categorises the ones the rules can’t place.
Who does it: Rules, then AI
Listing planning conditions
AI reads each planning decision notice and lists its conditions, keeping the wording of each one. Every condition links back to the notice, so your team can check it against the original.
Who does it: AI
Filing documents
Rules try first, then AI models. AI files what it’s sure of. Anything uncertain waits for your team, and creating or merging items always waits for review, however confident the AI is.
Who does it: Rules and AI, then you
Reading dates
AI reads test, issue and expiry dates from certificates. The dates that matter most, such as on gas safety records, EICRs and structural warranties, wait for a person to confirm. If a date can’t be read, you’re asked to set it.
Who does it: AI, then you
Answering questions
AssetDrive AI answers from your project’s records and documents, and from a library of regulations. Answers link to their sources. If it can’t verify an answer, it says so. It can draft a report for you to review.
Who does it: AI
Residents’ questions
In a home’s handbook, AI answers only from the documents published for that home. Questions about repairs or work on gas, wiring or safety devices are pointed to a qualified professional.
Who does it: AI
Approving and handing over
People only. Approvals, sign-off and handover acceptance are recorded against the person who made them.
Who does it: People