How to create a test with AI from your documents

The Test from documents wizard builds a test from your own materials: standards, procedures, recipe cards. AI reads the documents in full, shows what it understood, asks a few clarifying questions and suggests a test — for each question you can see which document it comes from. The result is a draft test in the regular builder.

What you need

• administrator rights or the Test editor flag in the employee's profile;
• a plan that includes AI features;
• materials: instructions from the Instructions section and/or files.

Step by step

1. Open the wizard. In the menu, go to Work → Testing and click Test from documents.

2. Describe the goal. In What do you want to test?, write who the test is for and what to focus on, for example "certification of new cooks, storage temperatures matter most". This field is optional.

3. Add materials. Up to 15, in any combination:

   • From the knowledge base — published instructions; text of files attached to them is included too;
   • Upload files — PDF, Word (.docx), PowerPoint (.pptx), Excel (.xlsx, .xls, .csv), TXT, Markdown, HTML, OpenDocument (.odt), photos and scans (JPG, PNG, WEBP), up to 20 MB each. You can drag and drop files;
   • Paste text — if the document isn't available as a file.

   Scans and photos without a text layer are recognized by AI — such materials are marked recognized by AI.

4. Analyze the materials. Click Analyze materials. After 30–60 seconds the Clarifications step opens.

5. Check what AI understood. At the top is a short summary of the materials and a Please note block if AI found contradictions or gaps. In Topics to test, untick topics you don't need. Topics marked Critical cover safety, sanitation and legal requirements.

6. Answer the clarifying questions. In AI’s clarifying questions, pick options or type your own answer — for example, who will take the test and what matters more: work situations or knowing the standards. You can skip them.

7. Set the parameters. In Test parameters, AI suggests the number of questions, Difficulty, Passing score, %, Time, min and Question types — change them if needed. Click Suggest a test.

8. Review the test. On the Test step, AI writes questions section by section — progress is shown at the top. Each question shows the correct answer, an explanation and the source document; click the document name to see the quote the answer is based on. Untick questions you don't need. You can edit the name, description, category and section names right here.

9. Create the test. Click Create test — the builder opens with the draft. Review the questions, then publish and assign the test (see How to create a test and How to assign a test).

How AI works with the materials

• Questions are based only on the materials you added. Without materials, AI relies on your goal description and generally accepted standards for the topic.
• AI doesn't read a very large document in full — such materials are marked truncated. It's better to add the sections you need as separate files.
• AI writes six question types: single choice, multiple choice, true/false, short answer, ordering and matching. Add number and open-answer questions manually in the builder.
• Files themselves aren't stored — only the extracted text is kept, and only while the draft exists.

Wizard drafts

The wizard saves your work at every step: you can close the page and come back — the next time you open Test from documents, you'll see Continue a draft. Only the author sees a draft. Delete a draft you don't need with Delete draft on the Materials step; abandoned drafts are deleted automatically after 30 days.

A document in the builder's question generator

If the test already exists and you need questions from a document, open the Questions with AI window in the builder and click From the knowledge base or From a file — the document text is inserted into Topic or material text.

Frequently asked questions