Generate Checklists and Test Scripts Using the AI Engine
Overview
How do I use the AI engine to generate checklists and test scripts?
CxPlanner’s AI engine enables you to automatically generate commissioning checklists and test scripts by simply selecting a system or equipment type. This feature accelerates setup, ensures consistency, and leverages a model trained on real-world commissioning data.
When and why to use this
Use the AI engine when you need to quickly create new commissioning checklists or test scripts tailored to your specific systems.
- Ideal for kickstarting test plans on new or fast-moving projects
- Generates structured checklists in seconds using trained data
- Supports additional customization with topic-specific prompts
- Reduces manual work and standardizes testing procedures
- Supports uploading a Sequence of Operation (SOO) to auto-extract values, processes, and logic, and generate a dedicated test script from it
Steps to generate a checklist with AI:
- Navigate to the Checklist module or Test plan builder.
- Click Generate using AI.
- Enter the equipment type (e.g., AHU, fire alarm panel, chilled water system).
- (Optional) Add specific topics or focus areas for more tailored output.
- (Optional) Upload a Sequence of Operation (SOO) file to automatically extract logic and generate a test sequence.
- Click Generate checklist.
- Review and modify the generated content before saving it.
Behavior and results
- The AI engine is trained on over 10,000 real commissioning test scripts across industries.
- Generated checklists are fully editable after creation.
- Supports both mechanical, electrical, and specialty systems.
- Output format is consistent with CxPlanner’s standard checklist layout.
Feature | Description |
|---|---|
Input Required | Equipment or system type (e.g., generator, smoke detector) |
Optional Refinement | Custom topics or areas of focus |
SOO Upload | Extracts test logic from uploaded Sequence of Operation documents |
Output | Full checklist or test script with structure and placeholder steps |
Editable After Generation | Yes – you can review, edit, and customize before publishing |
Time to Generate | Usually less than 30 seconds |
Video guide
Watch the AI checklist generation in action:
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
No output generated | Invalid or unsupported equipment name | Try a broader or more common term |
Checklist lacks detail | No refinement prompts added | Add focus areas to guide the AI |
Results seem repetitive | Input too generic | Use system-specific terms or refine input |
Cannot upload SOO file | Unsupported file type or format | Use PDF or plain text |
Hit generation limit | Daily or monthly usage cap reached | Contact support to extend your limit |
Quick facts
- Requires: Project role Manager or Admin
- Location: Checklist or Test Plan Module → Generate using AI
- Affects: Checklist creation, project setup speed, standardization
Updated on: 07/25/2025
Thank you!