AI Summary

AI Summary

1. Overview 

The AI Summary feature is an intelligent document analysis system that automatically generates concise summaries of program documents. It consists of three main modules:  Summary Management, and Summary Review. 

Navigation 

Access the AI Summary feature through the main dashboard navigation: 

  1. Navigate to Dashboard → AI Feature 

  1. Choose from three available modules: 

  • Summary Management - Create and manage AI summary jobs 

  • Summary Review - Review and approve summary edits 

Hình dạng 

2. Summary Management Module 

 

Main Interface 

The Summary Management interface displays a grid of AI summary jobs with the following information: 

Grid Columns 

  • Document Count - Shows completed/total documents (e.g., "25 / 30") 

  • Description - Job description or identifier 

  • Status - Current job status (Running, Finished, Finished With Errors, etc.) 

  • Creation Time - When the summary job was created 

  • Creation By - User who initiated the job 

  • Action - Available actions for each job 

Available Actions 

  • 🔄 Re-run Error Programs - Restart failed document processing (only for jobs with errors) 

  • 👁️ View Summaries - View detailed summaries for all documents in the job 

  • ⚠️ View Batch Errors - View error details for failed documents 

Creating New Summary Jobs 

Basic Summary Creation 

  1. Click "Create Summary" button 

  1. Configure options: 

  • Override existing summary - Replace existing summaries 

  • Create for all programs - Process all available programs (limit: 30 programs) 

  1. Click "Yes" to confirm 

 

Important Notes 

  • Limit: Maximum 30 programs per job 

  • All Programs Warning: Creating summaries for all programs will take significant time 

  • The system will show a confirmation dialog for large operations 

Viewing Summary Details 

Summary Details Popup 

When clicking "View Summaries", a detailed grid opens showing: 

Document Information: 

  • Document Name - Name of the analyzed document 

  • Pending Submissions - Shows any pending edit submissions with color-coded status: 

  • 🔵 Blue - New submission (PENDING) 

  • 🟡 Yellow - Unreviewed submission (UNREVIEWED) 

  • 🟢 Green - Approved submission (APPROVED) 

  • 🔴 Red - Rejected submission (REJECTED) 

  • Document Status - Current approval status 

  • Action - Available actions for each document 

Available Actions in Summary Details: 

  • ➕ New Summary Submission - Submit an edited version for review 

  • 💾 Export Summary - Download summary as text file 

Editing Summaries 

Creating Summary Edits 

  1. In the Summary Details popup, click ➕ New Summary Submission 

  1. The edit form displays: 

  • Original Short Summary (read-only, blue border) 

  • Edit Short Summary (editable, blue border) 

  • Original Full Summary (read-only, green border) 

  • Edit Full Summary (editable, green border) 

  • Reason for Edit (optional explanation) 

Submitting Edits 

  1. Make your changes to the summary content 

  1. Optionally provide a reason for the edit 

  1. Click "Submit for Review" 

  1. The edit will be submitted with PENDING status for approval 

Managing Pending Submissions 

 

Viewing Pending Submissions 

  • Pending submissions appear as colored buttons in the "Pending Submissions" column 

  • Click any submission button to review the edit details 

  • Submissions are sorted by date (newest first) 

Review Actions (for authorized users) 

If you have review permissions, you can: 

  1. Approve submissions - Accept the changes 

  1. Reject submissions - Decline with optional comments 

  1. Add Review Comments - Provide feedback 

Hình dạng 

3. Summary Review Module 

 

Purpose 

The Summary Review module is designed for reviewers to approve or reject summary edits submitted by users. 

Interface Features 

Status Filter 

Filter submissions by review status: 

  • All Status - Show all submissions 

  • Pending Review - Show only pending submissions 

  • Approved - Show approved submissions 

  • Rejected - Show rejected submissions 

Review Grid Columns 

  • Document Name - Document being reviewed 

  • Submitted By - User who submitted the edit 

  • Edit Reason - Reason provided for the edit 

  • Review Comment Reason - Reviewer's comments 

  • Status - Current review status with color coding 

  • Submitted Date - When the edit was submitted 

  • Action - Review options 

Review Process 

Reviewing Edits 

  1. Click 👤 Review Changes for any submission 

  1. The review popup displays: 

  • Document Information (name, submitter, date, reason, status) 

  • Original vs Edited Short Summary (side-by-side comparison) 

  • Original vs Edited Full Summary (side-by-side comparison) 

  • Review Comments field 

Making Review Decisions 

For Pending/Unreviewed submissions: 

 

  • ✅ Approve - Accept the changes 

  • ❌ Reject - Decline the changes 

  • Close - Exit without action 

Review Comments: 

  • Add optional feedback (1,000 character limit) 

  • Comments are saved with the decision 

Status Meanings 

  • 🔵 Pending - Awaiting initial review 

  • 🟡 Unreviewed - Requires attention 

  • 🟢 Approved - Changes accepted 

  • 🔴 Rejected - Changes declined 

Hình dạng 

4. Error Handling 

 

Batch Errors 

When jobs complete with errors, use ⚠️ View Batch Errors to see: 

  • Custom ID - Program identifier 

  • Program Name - Name of the failed program 

  • Program Type - Type of program document 

  • Error Code - System error code 

  • Error Type - Category of error 

  • Error Message - Detailed error description 

  • Timestamp - When the error occurred 

Re-running Failed Jobs 

  1. Identify jobs with "Finished With Errors" status 

  1. Click 🔄 Re-run Error Programs 

  1. Confirm the action to restart processing for failed documents only 

Hình dạng 

Export Features 

Exporting Summaries 

  1. From the Summary Details popup, click 💾 Export Summary 

  1. The system generates a text file containing: 

  • Document name 

  • Short summary 

  • Full summary 

  • Generation timestamp 

  1. File is automatically downloaded with format: document_name_summary.txt 

Hình dạng 

5. Best Practices 

For Users Creating Summaries 

  • Use descriptive edit reasons to help reviewers understand changes 

  • Keep summaries concise but comprehensive 

  • Review original content carefully before making edits 

  • Consider the 30-program limit when creating jobs 

For Reviewers 

  • Read edit reasons to understand the context 

  • Compare original and edited content thoroughly 

  • Provide constructive feedback in review comments 

  • Use the status filter to prioritize pending reviews 

Performance Considerations 

  • Large summary jobs (all programs) take significant time 

  • Monitor job status regularly for completion 

  • Use error viewing tools to troubleshoot issues 

  • Export summaries for offline review when needed 


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