Generate Checklists and Test Scripts Using the AI Engine
Overview: generate checklists with CxAI
CxAI checklist generation creates commissioning checklists and test scripts from an equipment or system type, and optionally from a Sequence of Operation (SOO) upload, which is used to kickstart PFC, FPT, IST, and Level 1-5 test plans.
For importing an existing Excel, Word, or PDF checklist, see the import guides.
- Your role must be Manager or Admin.
- You can find the menu at Checklist module or Test plan builder - Generate using AI.
- This creates a new editable checklist template or test script. It does not publish or assign the checklist until you review and save it.
How to generate a checklist with CxAI
- Go to the Checklist module or Test plan builder.
- Click Generate using AI.
- Enter the equipment type, for example AHU, fire alarm panel, or chilled water system.
- Optionally add specific topics or focus areas.
- Optionally upload a Sequence of Operation (SOO) file so CxAI can extract logic and generate a test sequence.
- Click Generate checklist.
- Review and edit the generated content before saving.
Video guide
Results: CxAI-generated checklists
Feature | Description |
|---|---|
Input required | Equipment or system type |
Optional refinement | Custom topics or focus areas |
SOO upload | Extracts test logic from Sequence of Operation documents |
Output | Full checklist or test script with structure and placeholder steps |
Editable after generation | Yes - review, edit, and customize before publishing |
Time to generate | Usually less than 30 seconds |
Troubleshooting: CxAI checklist generation
Problem | Cause | Solution |
|---|---|---|
No output generated | Equipment name is too unusual or unsupported | Retry with a broader common term, for example "AHU" or "generator" |
Checklist lacks detail | No refinement prompts were added | Add focus areas or topics, then generate again |
Results seem repetitive | Input was too generic | Use system-specific terms or add topic prompts |
Cannot upload SOO file | Unsupported file type | Upload PDF or plain text |
Hit generation limit | Daily or monthly usage cap reached | Contact support with your company name and requested quota increase |
Updated on: 07/26/2026
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