How to use the Source Check Feature

You can watch the video or read the text guide below to understand more on what the Source Check feature is and how it can help you. We have two formats available to suit your learning style. 

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Video Guide

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Text Guide

When using the Build feature to generate reports in Beam Notes, it can be easy to accidentally miss a key piece of information from your uploads. To help you ensure your documents are complete, Beam Notes includes a built-in auditing tool called Source Check.

By running a Source Check, Beam Notes will automatically audit your uploaded information against what your chosen template expects to find, ensuring you haven't missed any crucial details.

How to run a Source Check:

1. Open your document: Navigate to and open any report or document that you created using the Build function.

2. Access the Prompt Chat: Locate the chat interface next to your document.

3. Type the command: Type source check into the chat box and hit send.

Understanding your feedback:

Beam Notes will analyse the provided information and instantly return feedback directly in the chat.

• What it checks for: The system compares your document against the specific requirements set by the template you used (for example, checking if a formal disciplinary plan or a specific source type is missing).

• What the results mean: It will highlight what you have successfully covered and list any specific items or missing data that you might still need to include for your work.

The next time you build a report, try typing source check to quickly audit your work and ensure nothing gets left behind!

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