Welcome to the User Manual for our Data Extraction Feature, aka “AI Assistant”, a user-friendly tool that simplifies the process of retrieving information from the QR-Patrol database by harnessing the power of Artificial Intelligence. The AI Assistant’s main goal is to help you retrieve and save valuable information without requiring knowledge of technical terms or database functions on your behalf.
Key features of our AI Assistant include:
a.Question-Based Retrieval: Ask your question in a plain manner and our tool will handle the rest.
b.Question Storage: You can save frequently used questions for easy access later on.
Let’s get started!
1. Choose Data Source
The first step in using our AI Assistant is to choose a data source that best fits your needs. There are three distinct data sources, based on elements found in the QR-Patrol Web Application.
a. Client Events Related Data (Guards, Events, Checkpoints, Sites and Company Info)
This data source is reserved for answering questions and getting insights like Missed Scans, Incidents etc. that pertain to specific Clients.
b. Mobile Forms Related Data (Branches, Sites, Checkpoints, Users, Events, Guards, Mobile Forms and Mobile Form Submissions)
This data source is perfect for questions regarding Mobile Forms and Mobile Form Submissions.
c. Client Related Schedule Data (Schedules, Tours)
This data source is your go-to-place when you need to gain insights on Schedule-specific questions.
2. Ask Your Question
Once you’ve selected the data source, it’s time to compose your question! Keep in mind that the goal here is to ask your question in a plain, casual manner. Once your question is ready, you can either press the “Enter” button on your keyboard or click on the green, “paper-plane” button to initiate the data extraction. Take note here that the process might take a little while -there’s a heap of data to comb through- but you’re welcome to navigate freely in the Web Application while the extraction is taking place.
3. Results Display
Once the data are ready, you’ll find the results displayed in a grid format. This interface is designed to make it easy for you to go through a lot of data, customize the way you view and analyze them. Here are some key features to get you up-to-speed with the Results Display grid:
a. Pagination: If there’s a large amount of data on display, you’ll find page navigation controls, such as page numbering, “Next” and “Previous” buttons etc. that will help you comb through the data with ease.
b. Column Reordering: Customize your view by reordering the columns as you see fit, simply by dragging and dropping the column headers.
c.Column Sorting: You can also sort the data in either ascending or descending order simply by clicking on the column’s header.
d. Column Visibility: Last but not least, you can streamline the available data by hiding the columns that you don’t need.
4. Answer Feedback
Upon receiving your Question results, you’ll be able to provide feedback on the answer’s quality/accuracy:
Thumbs Up (👍): If you’re satisfied with the answer provided, you can approve it by clicking on the “Thumbs-Up” button. This really helps us with the AI Assistant’s overall calibration, but it also “unlocks” the “Save Answer” option for this specific question.
Thumbs Down (👎): If you’re not satisfied with the answer provided or require further/different information, you can downvote the answer with the “Thumbs-Down” button. This feedback is also very helpful to us and gives us a foothold on ways to improve the AI Assistant.
We strongly encourage you to take advantage of the voting system because this is the most efficient way to refine and improve the AI Assistant feature, ensuring that your questions will be addressed effectively and diligently in the future.
5. Question Save
After giving a Thumbs-Up to a successful question, you’ll notice a “Save” button. By clicking on this button, you’ll be able to preserve this question for future reference. Once you do so, a text prompt will pop up, giving you the opportunity to edit this question’s title, helping you identify it easily. By clicking on the “Save” button once more, your question and its respective title are saved.
This functionality ensures that you’ll always have quick access to often-used and helpful questions without the need to type them from the get-go or figuring them out from scratch.
6. Accessing and Editing Saved Questions
You can access all your saved questions just by clicking on the “Clock” button on the top-right side of the screen. A sidebar will slide out, displaying a list of all the saved questions and providing you with an array of options for each (and all) questions:
a. Execute and Render: Click on a question to execute it.
b. Rename: By selecting this option you can edit the question’s title.
c. Delete: You can always delete a saved question, but take note that deletion is permanent.
d. Delete All Session History: This option allows you to clear given session’s history.
e. Delete All Saved Questions: This option allows you to remove all your saved questions in one go.
Take note at this point that the Session History and the Saved Questions are two distinct functions of the AI Assistant, not to be confused with one another.
Session History serves as a temporary record of your interactions within the application, allowing you to navigate through recent questions and answers. Bear in mind that the Session History might reset at various intervals -especially when logging out or when routine database cleanings are performed.
Saved Questions on the other hand, are permanently retained on your account and are always accessible at your discretion. You can revisit, rename, execute or delete them at will.
