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            Configure Generative AI Assessments for Sites and Investigators

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            Configure Generative AI Assessments for Sites and Investigators

            Use the capabilities of generative AI to create assessment questions for identifying the sites and investigators for conducting clinical trials. Upload a PDF document that has the assessment questions and use generative AI to choose the relevant questions to be included in the assessment.

            Required Editions

            Before you configure assessments, make sure that you assigned the Generative AI Assessment Questions permission set to the users.

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To configure Generative AI Assessments for Sites and Investigators:

            Generative AI Assessments for Sites and Investigators

            AND

            Study Manager for Site Management

            AND

            Natural Language Processing (NLP) Service

            AND

            Scoring Framework User
            Warning
            Warning Generative AI can produce inaccurate or harmful responses. Review the output for accuracy and safety. You assume responsibility for how the outcomes of Einstein are applied to your organization.
            1. In the Site Management guided setup, under Enable Generative AI Assessment Generation, click Mark Complete next to Assign Assessment Generation Permission Set Licenses.
            2. Click Enable Industries AI next to Enable Industries AI. Turn on Industries AI Setup.
            3. In the Site Management guided setup, click Enable Einstein next to Enable Einstein. Turn on Einstein.
            4. In the Site Management guided setup, click Go to Setup next to Enable Generative AI Assessment Questions. Turn on Generative AI Assessment Questions.
            5. In the Site Management guided setup, click Go to Setup next to Configure Use Case for Gen AI Questionnaire. Create a use case configuration of the Assessment Questions Extraction type, and activate it.

            See Also

             
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