Add Work with AI

Bluerithm's Create with AI tool can scaffold complete checklists or test forms. You describe what you need, pick a phase, choose how detailed the output should be, and Bluerithm generates a draft checklist that you can review and save. This article walks through creating a checklist on an equipment type, so the same checklist becomes a reusable template across every instance of that equipment in the project. The example shown is a Level 1 (FAT) checklist for a PDU, but the same workflow applies to any checklist or form you need to need.

Step 1. Open the Add menu and choose Work

From any project view, click the + ADD button in the top right and select Work. The "Work" option is what you'll use to add forms, checklists, design reviews, and similar items.

Step 2. Choose "Create with AI"

The Add Work dialog offers three paths. Pick Create with AI to have Bluerithm draft the checklist for you. 

Step 3. Choose where the checklist will live

Select Equipment type, then pick the equipment type from the dropdown (in this example, PDU). Attaching at the equipment type level means the generated checklist becomes a reusable template that will be added to every PDU that gets added to the project. Click NEXT.

Step 4. Select the phase (category)

Open the Category dropdown and choose the phase that matches your checklist. The example here uses Level 1 (FAT), but the available options will be whatever you define for your project type.

Step 5. Describe the checklist you want

In the Describe Your Work field, give the AI a specific instruction. The example prompt below is for a factory acceptance test, but the same field works for any kind of checklist:

Create a simple checklist for the factory acceptance test on this equipment type

You can also paste reference images of existing checklists or forms below the prompt field if you want the AI to match an established style or scope.

You can also paste entire sequences of operation directly into the text field for things like integrated systems and functional performance tests.

Step 6. Choose the template type and complexity

Pick the output format that matches how the checklist will be used:

• Standard Checklist — description, pass/fail/NA, and notes columns. Best for go/no-go inspections and most checklists.
• Standard Test Form — adds test procedure and expected results columns. Best for any test that needs a recorded procedure and outcome.
• Custom — let the AI choose a layout based on your prompt and any uploaded reference images.

Then choose a Complexity: Simple for shorter checklists covering essentials, or Complex for a more thorough version with more rigor and complexity.

Step 7. Enable discipline sections and pick the disciplines

Toggle on Dedicated Discipline Sections if you plan to assign different parts of the checklist to different teams or guest users. The AI will split the generated checklist into separate sections per discipline, which makes per-team assignment and progress tracking possible. For the PDU example, the relevant disciplines are Electrical and Controls and Instrumentation — pick whichever disciplines apply to your own checklist.

Step 8. Select the applicable industry standards

Check the standards you want the AI to reference when generating items. For the data center PDU example, typical picks are Buildings: Commissioning and Buildings: Electrical. Each parent standard expands to a list of specific guidelines (ASHRAE, NETA, NFPA, etc.) that you can fine-tune if needed. Click NEXT.

Step 9. Review the configuration and generate

The Review & Generate screen summarizes everything you picked: context, category, instructions, template type, complexity, discipline sections, and the full list of selected standards. Verify it reads the way you want, then click GENERATE. Bluerithm will produce a draft checklist for your review.

Step 10. Save the generated items to your project

After the AI finishes, review the draft and click SAVE TO PROJECT to commit the new work items. The checklist will appear on the equipment type's Work tab. If you don't see the new items right away, click the Refresh button above the work grid.

Tips for getting good results with the Create With AI form generator tool

• Attach at the right level. Use Equipment type when you want one checklist that applies to every instance of that equipment in the project. Use Equipment for a one-off attached to a single piece of equipment. Use Project level for work that isn't equipment-specific (design reviews, certificates, site visit reports).
• Match the template type to the work. Use Standard Checklist for general inspections and go/no-go items. Use Standard Test Form for any other testing where each item needs a documented procedure and expected result.
• Use discipline sections when assigning to guests or third parties. Splitting by discipline lets you assign just the Electrical section to your electrical sub, just the Controls section to the BMS integrator, etc., without exposing the rest of the checklist.
• Paste reference images for consistency. If your firm has an established checklist format, paste a screenshot of it into the Reference Images area in Step 5. The AI will mimic its structure and item style.
• Be specific in the prompt. Short prompts work, but more context produces noticeably better results.
• Always review before assigning. AI-generated content is a draft. Skim every section, remove items that don't apply, and add anything project-specific the AI couldn't have known about.
• Refresh if items don't appear. The work grid doesn't always reflect saves immediately, especially for large forms. If the Work tab looks empty after Save to Project, click Refresh.