Drafting the report with the writing assistant in AssureAssist

The ‘Report writer’ helps the review team turn notes into a draft report. The Review Team uploads their notes; AssureAssist checks them against the report sections; then the Review Team Lead works with AssureAssist to generate a draft for each section.

AssureAssist supports the drafting, it doesn’t produce the final report. The Review Team Lead reviews, validates and edits everything AssureAssist generates, and builds the final report offline.

The Review Team uploads and submits their notes. Only the review team and lead will be able to see the notes submitted or any reports on AssureAssist.

The Review Team Lead checks the notes are complete, runs the analysis, and drafts each section with AssureAssist.

The Review Team Lead validates the output and assembles the final report offline.

Add your notes so the Review Team Lead can use them for the report. You can add, view and delete notes. Once the review team are content all notes are uploaded, inform the review team lead so they can consolidate the review notes for the report.

Add a note

1. Select ‘Reviewer notes’ in the left-hand menu.
2. Drag the document with the notes into the box at the top of the page. Or click on the box and select the file you want to upload and select open. Accepted document formats are: .pdf, .docx and a maximum of 50MB.
3. The note appears in the list, showing its filename, uploaded by, key, extraction, last modified, size and possible actions to review or delete the note. You can filter the list by file type and date.

Delete a note

1. Find the note in the list.
2. On the same row, select ‘Delete’.
3. A warning will appear at the top Select ‘Ok’ to confirm, or ‘Cancel’.

Start once the Review Team has submitted its notes. You will need to check with the team all required notes have been uploaded. You will also need to check that a report template has been uploaded.

Start the analysis

1. Select ‘Report notes’ in the left-hand menu.
2. Check the notes are complete. You can view, delete or upload notes here — see the steps above.
3. When you’re satisfied, select ‘Consolidate review notes’.
4. A confirmation appears. Select ‘Ok’, or ‘Cancel’ to make changes.
5. A red box confirms the analysis has started ‘Consolidating review notes’. When it finishes, the red box will read ‘draft findings generated’.
6. Once you are satisfied with a finding, select ‘Approve’. You can still upload more notes and consolidate the findings again if needed. The status will show whether each finding has been approved.
7. Under ‘Review’, select ‘Report writer’ in the left-hand menu.
8. Select ‘Start report from template’.

The information you see when draft findings are generated include:

• topic – these are the topics found across the review notes
• finding – a brief description of the findings
• agreement – how many different reviewers covered this topic and findings in their notes
• category – project areas
• status – draft or approved
• evidence – areas referenced from the notes
• actions – you are able to edit ‘finding’, ‘agreement’, ‘category’ then update the changes and save them using the save button

Draft each section

AssureAssist can assist in drafting each section of the report. Work through each section of the template, either by typing your own points below the section description or by using the AI assistant on the right-hand side to develop the draft in AssureAssist.

1. Select ‘Save draft’ before moving to another section. The section status will change from ‘Empty’ to ‘Draft’.
2. Once each section is complete, select ‘Publish’.

AssureAssist doesn’t hold or produce the finished report, you assemble the final report offline using the draft report constructed in AssureAssist.

AssureAssist helps draft report content but does not produce the final report. Review and validate all outputs against the evidence and your professional judgement before incorporating them into the final report, which remains your responsibility.