Workflow · Getting Started
Capturing and Storing Data in Records Management
This workflow provides a structured, conversational onboarding experience for new users of the SoterAI Records Management Module. It introduces the module's purpose, walks through creating and configuring Record Types, demonstrates AI-assisted record creation, and explains how to share Record Types across workspaces. The workflow adapts to the user's role — giving field workers a streamlined path focused on record creation, while giving safety managers and admins deeper coverage of configuration and sharing. By the end, users should feel confident using the module independently.
What goes in
User's role and any questions they have about the Records module
What you get
A guided onboarding experience; user is confident navigating Record Types, creating records, and sharing schemas
How it works
- 1This workflow guides new users through the SoterAI Records Management Module in a friendly, conversational way.
- 2It starts by introducing the module and asking about the user's role, then walks them through setting up Record Types, creating records using AI assistance, and sharing Record Types across workspaces.
- 3By the end, users have everything they need to start capturing structured safety data confidently.
Related pages
What this workflow delivers
A guided onboarding experience; user is confident navigating Record Types, creating records, and sharing schemas
Reduces onboarding time from hours to ~15 minutes per new user
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off