> ## Documentation Index
> Fetch the complete documentation index at: https://docs.designiq.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow Items

> Create effective checklist items for AI-powered reviews

## What are Workflow Items?

Workflow items are individual checklist items within a workflow. Each item represents a specific check, question, or requirement that the AI will evaluate against your documents.

## Creating a Workflow Item

<Steps>
  <Step title="Open a Workflow">
    Navigate to Workflows and select the workflow you want to edit.
  </Step>

  <Step title="Click Add Item">
    Look for the "Add Item" or "Create Checklist Item" button.
  </Step>

  <Step title="Write the Review Question">
    Enter a clear, specific question or requirement for the AI to check.
  </Step>

  <Step title="Add Category and Tags">
    Organize the item with relevant categories and tags.
  </Step>

  <Step title="Save">
    Save the workflow item.
  </Step>
</Steps>

\[SCREENSHOT PLACEHOLDER: Create workflow item modal]

## Writing Effective Workflow Items

### Be Specific and Clear

<Tabs>
  <Tab title="Good Examples">
    ✅ "Verify that all beam-to-column connections have sufficient bolt capacity per AISC 360-16 Table J3.2"

    ✅ "Check that the HVAC supply air CFM meets the minimum ventilation requirements of ASHRAE 62.1"

    ✅ "Confirm that seismic design category is correctly identified based on site location and building use"
  </Tab>

  <Tab title="Avoid">
    ❌ "Check connections" (too vague)

    ❌ "Review HVAC" (not specific enough)

    ❌ "Is seismic okay?" (unclear criteria)
  </Tab>
</Tabs>

### Include Reference Standards

When applicable, cite the specific code, standard, or section:

```
Verify that concrete strength (f'c) used in calculations
matches the structural drawings and meets the minimum
requirements of ACI 318-19 Table 19.2.1.1
```

### Make Items Measurable

Write items that have clear pass/fail criteria:

* ✅ "Confirm that all exit doors are minimum 36 inches wide per IBC 1010.1.1"
* ❌ "Make sure doors are okay"

## Item Components

Each workflow item typically includes:

### The Question or Requirement

The main review check that the AI will evaluate.

### Category

A high-level grouping for the item (e.g., "Structural", "Fire Safety", "Accessibility").

### Tags

Additional metadata for filtering and organization (e.g., "Connections", "Code Compliance", "Calculations").

## Types of Workflow Items

### Compliance Checks

Verify adherence to codes and standards:

```
Verify that stair tread depth is minimum 11 inches
and riser height is maximum 7 inches per IBC 1011.5.2
```

### Calculation Verification

Check engineering calculations:

```
Verify that the dead load calculations include all
permanent building components per ASCE 7-16 Section 3.1
```

### Completeness Checks

Ensure all required information is present:

```
Confirm that all structural drawings include a general
notes sheet with design criteria, loads, and material specifications
```

### Coordination Checks

Verify consistency across documents:

```
Check that the foundation loads shown on the architectural
foundation plan match the loads in the structural calculations
```

## Organizing Workflow Items

### Use Categories

Group related items:

* **Structural** - Loads, Connections, Materials
* **Fire & Life Safety** - Exits, Fire Rating, Sprinklers
* **Accessibility** - Doors, Ramps, Restrooms
* **Energy** - Insulation, HVAC Efficiency, Lighting

### Apply Tags

Add specific tags for filtering:

* Code sections (e.g., "IBC-1010", "ASCE7-Chapter3")
* Element types (e.g., "Beams", "Columns", "Slabs")
* Review phases (e.g., "SD", "DD", "CD")

\[SCREENSHOT PLACEHOLDER: Workflow items list with categories and tags]

## Best Practices

<Check>
  **One Check Per Item** - Each workflow item should focus on a single, specific requirement.
</Check>

<Check>
  **Actionable Language** - Use verbs like "Verify", "Check", "Confirm", "Ensure".
</Check>

<Check>
  **Include Context** - Reference specific code sections or standards when applicable.
</Check>

<Check>
  **Logical Order** - Arrange items in a logical sequence (e.g., general to specific, or following document order).
</Check>

## Editing Workflow Items

To edit an existing workflow item:

1. Navigate to the workflow
2. Find the item in the list
3. Click edit or modify
4. Update the item details
5. Save changes

## Deleting Workflow Items

To remove a workflow item:

1. Locate the item in the workflow
2. Click delete or remove
3. Confirm deletion

<Warning>
  Deleting workflow items does not affect past review results, but the item will not appear in future executions.
</Warning>

## Next Steps

<CardGroup cols={2}>
  <Card title="Categories & Tags" icon="tags" href="/dashboard/workflows/categories-tags">
    Learn how to organize items with categories and tags
  </Card>

  <Card title="Run a Workflow" icon="play" href="/dashboard/workflows/running-workflows">
    Execute a workflow with your items
  </Card>
</CardGroup>