SOP/Document Generator

1. Click on the  Copilot4DevOps option from the context menu of any work item from the Queries, and Backlog.

 

2. The Copilot4DevOps pop-up appears.

 

3. Click on the SOP/Document Generator function shown on the Copilot4DevOps popup.

 

4. This opens the SOP/Document Generator window, which has two main tabs: Prompt and Result. By default, the Prompt tab will be selected.

 

5. Other functions can be accessed that are a part of Copilot4DevOps pop-up from this breadcrumb dropdown.

 

6. When user click on the help icon showing with the breadcrumb, the right panel will open, displaying the help content related to the currently open function.

 

7. Select the AI Model at top right of the breadcrumb user will be able to choose AI Model based on configuration from the admin panel.

8. Click on Custom instructions option at top right of the breadcrumb, a right panel opens.

 

9. From the right panel user will be able to Choose type of conversation style such as “More Creative”, “More Balanced” or “More Precise”. Users also have the option to Choose output length such as “Long”, “Medium”, “Short”. Users also have the option to specify the Response language.

 

Generating an SOP/Document 

1. Input Document Information in the Prompt Tab.

a.Type the Document Type or Title for your document.
Note: The Document Type field is mandatory to proceed.

 

b.You can select an Industry Type if applicable. This is optional but helps in making your document more industry-specific.

 

c. Enter your application/product type.

 

d. In the Standards field, you can either:

• Enter specific standards manually (multiple standards can be entered separated by commas).

 

• Click the […] button to open a list of standards, and choose from the available options.

Note: If the Document Type is not specified, an error message will appear when you try to select standards.

 

2. In the left panel, you can add a detailed prompt or specific instructions in a non-HTML, multi-line field. This is optional but can help refine the document's output. This can be done in two ways: 

a. Manually type the prompt/instructions in the left panel.

 

b. OR by inserting an already existing Text Block. 

(i) Click on the Insert Text Block option. 

 

(ii) For the rest of the Insert Text Block steps refer to Inserting a Text Block.

 

(iii) The selected Text Block has been successfully referenced in the right panel.

 

3. In the right panel, toggle the Reference Work Items to "On" if you want to use existing work items as references for your document.

 

4. Click on the 'Select work item(s)' hyperlink to add work items. You can use the Query dropdown OR  search for work items by ID or title. Once selected, the work items will be referenced in the document.

 

5. Click on the OK button and the work item will be added for the reference. 

 

 

6. Once all the mandatory fields are filled in, the Generate TOC button will become enabled.  Click the Generate TOC button to create the document. This will automatically switch you to the Result tab. 

 

7. The left panel will show a Table of Contents (TOC), which is automatically generated based on your input.

 

8. Click on Generate Document to view the document. 

 

9. In the right panel, you will see the full document view. 

 

10. The user can optionally provide additional explanation to generate the document using the text field at the bottom. 

 

Saving the SOP / Document

• Users can easily save their generated SOP or document by selecting the "Save As" button. This action allows them to securely store their work with a custom file name and location, ensuring efficient file management and easy access for future reference.

 

• Upon clicking on the Save As option, the user gets two options to download the file. 

   1) PDF Format

   2) MS Word Format

   Click as per your preference and your file will be downloaded.