Add the knowledge your files do not contain

Add a text note

1. 1

   In Sources, choose Text Notes.

2. 2

   Enter a specific Notes title, such as “Final inspection acceptance criteria.”

3. 3

   Enter the actual process facts in Notes content. Include units, conditions, and exceptions where known.

4. 4

   Choose Add to Sources. Confirm that the note appears with Ready status.

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A useful note explains the sequence and the checks that must be recorded.

Write notes the AI can act on

Weak: “Make sure everything is correct.” Useful: “Before the training session, confirm that sample blocks A, B, and C are present. Record the kit identifier. If a block is missing, stop preparation and ask the trainer for a complete kit.”

Use one topic per note when practical. This makes later correction and review easier, particularly when multiple people supply context.

Update the content, not just the description

1. 1

   Find the note in the source list and choose Edit text notes.

2. 2

   Correct its title or content and choose Save Notes.

3. 3

   Review the existing steps. Editing a source note does not automatically rewrite an already-generated instruction; use Re-Generate when the changes should flow into the draft.

Keep facts and preferences distinct

Use notes for process knowledge. Use Special Instructions for preferences such as “write for new technicians” or “use short numbered actions.”

When you do not know a value, identify it as unresolved and obtain it from the responsible person. Do not enter a guessed value simply to complete the source.