Creating RAID Items Using the Certinia Services Delivery Agent

You can use the Certinia Services Delivery agent to create RAID records (Risks, Issues, Actions, Assumptions, Decisions, and Dependencies) on PSA projects using natural language in an agent chat.

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Certinia Account Team.

Describe the RAID item and the project in the chat, and the agent identifies the record type from your description. If any required field is missing, the agent asks for it one field at a time before presenting a confirmation message with all field values for you to review. The record is saved only after you confirm, and the agent returns the record ID in the chat, for example R-001 for a risk.

  1. Open an agent chat and select the Certinia Services Delivery agent.
  2. Describe the RAID record you want to create. Include the project name, the record type, and any field values you know. For example, enter Log a Risk on Project Alpha: vendor delay, High probability, High impact.
  3. If the agent prompts you for missing required fields, provide each value in the chat when asked.
  4. Review the values in the confirmation window. Click Confirm to save the record, or click Cancel to cancel the action.
  5. The agent confirms the creation of your new RAID record, and returns the record ID in the chat.
Note:

You can only create RAID records for objects you have permission to create records for. Contact your administrator for more information.