From 83a07510a67ddba54e55b42ee33d688d4dcfeb37 Mon Sep 17 00:00:00 2001 From: Nik Richers Date: Wed, 29 Apr 2026 18:52:13 -0700 Subject: [PATCH 1/2] docs: Add autogenerate validation issues documentation Document the AI-powered feature that suggests validation issues based on risk assessment notes during compliance assessment. Validators can review, approve, or dismiss AI-generated suggestions. [sc-15712] --- .../_autogenerate-validation-issues.qmd | 42 +++++++++++++++++++ .../model-validation/assess-compliance.qmd | 9 +++- 2 files changed, 49 insertions(+), 2 deletions(-) create mode 100644 site/guide/model-validation/_autogenerate-validation-issues.qmd diff --git a/site/guide/model-validation/_autogenerate-validation-issues.qmd b/site/guide/model-validation/_autogenerate-validation-issues.qmd new file mode 100644 index 000000000..ad3325302 --- /dev/null +++ b/site/guide/model-validation/_autogenerate-validation-issues.qmd @@ -0,0 +1,42 @@ + + +After you complete your risk assessment notes for a validation guideline, you can use AI to automatically suggest validation issues based on the gaps identified in your assessment. + +::: {.callout title="This feature requires AI features to be enabled for your organization."} +Contact your administrator if you don't see the **Suggest Validation Issues** option. +::: + +1. In the left sidebar, click **{{< fa cubes >}} Inventory**. + +1. Select a model or find your model by applying a filter or searching for it.^[[Working with the inventory](/guide/inventory/working-with-the-inventory.qmd#search-filter-and-sort-records)] + +1. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** tab.^[[Work with document versions](/guide/model-documentation/work-with-document-versions.qmd)] + +1. Click on a Validation type file.^[[Preparing validation reports](/guide/model-validation/preparing-validation-reports.qmd#validation-overview)] + +1. Expand any subsection of the validation report and complete your **Risk Assessment Notes** for a guideline. + +1. Click **{{< fa wand-magic-sparkles >}} Suggest Validation Issues** next to the guideline you assessed. + + The AI analyzes your risk assessment notes along with the guideline context to identify any gaps that warrant validation issues. + +1. Review the suggested validation issues: + + Each suggestion includes: + + - A proposed title describing the issue + - A severity level based on the identified gap + - Recommended remediation actions + +1. For each suggested issue, choose one of the following actions: + + - Click **{{< fa check >}} Approve** to create the validation issue and link it to your report. + - Click **{{< fa xmark >}} Dismiss** to reject the suggestion if it doesn't apply. + +1. After approving a validation issue, you can further customize it by clicking on the issue to edit fields such as owner, due date, and status.^[[Add and manage artifacts](/guide/model-validation/add-manage-artifacts.qmd)] + +::: {.callout-important title="AI suggestions require review"} +Always review AI-generated validation issues before approving them. The suggestions are based on patterns in your risk assessment notes and may need adjustment to accurately reflect your findings. +::: diff --git a/site/guide/model-validation/assess-compliance.qmd b/site/guide/model-validation/assess-compliance.qmd index e730b3d15..b139f5d89 100644 --- a/site/guide/model-validation/assess-compliance.qmd +++ b/site/guide/model-validation/assess-compliance.qmd @@ -10,11 +10,12 @@ aliases: Use the {{< var validmind.platform >}} to assess compliance of your models with guidelines based on analyzing evidence and artifacts. -Compliance assessments provide an unbiased starting point that enables more efficient discussions between validators and developers and involves three steps: +Compliance assessments provide an unbiased starting point that enables more efficient discussions between validators and developers and involves the following steps: 1. [Link evidence to reports](#link-evidence-to-reports) 2. [Link artifacts to reports](#link-artifacts-to-reports) -3. [Provide compliance assessments](#provide-compliance-assessments) +3. [Autogenerate validation issues](#autogenerate-validation-issues) +4. [Provide compliance assessments](#provide-compliance-assessments) ::: {.callout title="Compliance assessments cannot be performed within static PDF documents."} You can only assess compliance within PDFs converted to editable documents,[^1] validation reports generated by the {{< var validmind.developer >}}, or validation reports created in the {{< var validmind.platform >}}. @@ -68,6 +69,10 @@ To link evidence logged by developers^[[{{< var validmind.developer >}}](/develo {{< include _link-artifacts-to-reports.qmd >}} +## Autogenerate validation issues + +{{< include _autogenerate-validation-issues.qmd >}} + ## Provide compliance assessments {{< include _provide-compliance-assessments.qmd >}} From 6ac46fe2d1238f1c30fdd6b46b03b002612d2964 Mon Sep 17 00:00:00 2001 From: Nik Richers Date: Thu, 30 Apr 2026 00:30:43 -0700 Subject: [PATCH 2/2] Simplify navigation: click Validation link directly --- .../model-validation/_autogenerate-validation-issues.qmd | 4 +--- 1 file changed, 1 insertion(+), 3 deletions(-) diff --git a/site/guide/model-validation/_autogenerate-validation-issues.qmd b/site/guide/model-validation/_autogenerate-validation-issues.qmd index ad3325302..36b53d180 100644 --- a/site/guide/model-validation/_autogenerate-validation-issues.qmd +++ b/site/guide/model-validation/_autogenerate-validation-issues.qmd @@ -12,9 +12,7 @@ Contact your administrator if you don't see the **Suggest Validation Issues** op 1. Select a model or find your model by applying a filter or searching for it.^[[Working with the inventory](/guide/inventory/working-with-the-inventory.qmd#search-filter-and-sort-records)] -1. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** tab.^[[Work with document versions](/guide/model-documentation/work-with-document-versions.qmd)] - -1. Click on a Validation type file.^[[Preparing validation reports](/guide/model-validation/preparing-validation-reports.qmd#validation-overview)] +1. In the left sidebar, click **Validation** to open the validation report. 1. Expand any subsection of the validation report and complete your **Risk Assessment Notes** for a guideline.