AI Summary presets provide a way to create pre-defined objectives for generating AI file summaries and AI case update summaries. Using summary presets will allow you to prepare well-crafted and reusable objectives, which ensures staff members get consistent results when generating summaries on similar files or updates.
Important: Please review the AI Data Privacy and Service Availability documentation before using AI services in Trackops.
Creating a File Summary Preset
To create a new file summary preset, click Settings and then click AI Summary Presets. From here, click New AI Summary Preset.
- Name - Choose a name that is easy to identify in a list. Presets are listed in alphabetical order, so a good strategy is to organize them based on the topic of the file, and the (i.e. Investigative Report (Surveillance): Summarize Activities)
- Type - The type of record this preset should be used for.
- Topic - The classification or description of the content to be summarized (i.e. Surveillance Report, Police Report, Medical Chart, Surveillance Update, etc...)
- Objective - Describe in detail what you want information you want to summarize, and how you want AI to format the results. AI is good at understanding Markdown Syntax, so if your summary objective is longer, try formatting it for better results.
- Flexibility - This setting controls how closely the response follows the original content and how much it is rephrased or restructured.
- Language Variety - This setting controls how much variety is used in word choice and sentence structure when generating the response.
Once you have filled the required fields, click Save Summary Preset.
Available Summary Types
| Summary Type | Purpose |
| Case | An overall case summary using all available case data. |
| Case Update | A summary of activity from one or more case updates. |
| Document | A summary of a file. See supported file types for allowable document formats. |
| Video | A summary of a video. See supported file types for allowable video formats. |
Using Summary Presets
Case Summary Preset
Case summary presets use all available case data to generate a brief overview or progress report on a case based on your preset objective. Once generated, the summary will be available on the case overview tab of the case.
You must configure each case type by selecting the appropriate AI Summary Preset to use and the AI Summary Access Group that is required to view the generated summary.
Case summary presets are generated when the following actions take place:
- The case is created
- The case status is changed
- A new case update is posted to the case.
A case summary can also be manually re-generated by using the refresh link in the top right corner of a generated summary.
File Summary Preset
File summary presets analyze and extract data from upload case files, then output a summary based on your preset objective.
To use a file summary preset, navigate to an eligible file (based on the File Type), and Generate an AI File Summary. You will now have the option to choose a Preset while describing the File Topic and Objective fields. Selecting the preset will automatically populate these fields with the information from the preset.
Case Update Summary Preset
Case update summary presets analyze one or more case update and generate a summary based on your preset objective.
Method 1: To use a case update summary preset, navigate to a case and Generate an AI Case Update Summary. After choosing your updates and other criteria, locate the Additional Instructions block. When presets exist, you'll be able to choose from the preset list and populate the instructions from the pre-defined list.
Method 2: You can also apply an AI summary preset inline while creating or editing a case update. To do this, look for the AI/Edit toolbar dropdown on the editor and click the AI Summary Preset option. After applying the preset, your summary will be placed in the editor where further changes can be made. By default, the content will be inserted where your cursor is placed, and it will not remove existing content. If you wish to replace the existing content, select all (CTRL + A) before applying the preset.