Creating a project

One instruction = one compliance record. The four-step wizard walks you through it.

New project wizard, step 1: choose client — Choose “New project” and pick the client this instruction is for. (Add the client first under “Clients” if they’re not listed.)

New project wizard, step 2: project details — Give the project a clear name — for example “Level 3 Building Survey — 14 Mill Lane” — and an optional job reference.

New project wizard, step 3: pick AI tools — Tick every AI tool that might be used on this job, including embedded AI. Selected tools are highlighted in blue. Then continue to record your decision on each.

Every step above uses ComplyQS on fictional demo data. Try it on your own firm — free for 180 days, from £20/month after.

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Related reading: How to decide material impact

A how-to guide for the ComplyQS app (https://complyqs.co.uk). ComplyQS records what your firm decides and does; it does not make compliance decisions. Not affiliated with or endorsed by RICS.

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