Documents & Uploads

Getting Started with Document IQ

Getting Started with Document IQ Document IQ is your intelligent assistant for searching through uploaded documents. Ask questions in plain English and get answers instantly, complete with references to the exact documents where the information was found. 🎯 Why This Matters Finding specific information buried in SOPs, compliance documents, and operational manuals can take hours of manual searching. Document IQ changes that. - Save time - Get answers in seconds instead of searching through dozens of documents manually - Stay compliant - Quickly find regulatory requirements and procedures when inspectors ask questions - Train new staff faster - Let team members ask questions and learn from your existing documentation - Never lose information - All your uploaded documents become searchable and accessible Overview Document IQ uses artificial intelligence to understand your questions and find relevant answers from your uploaded documents. Simply type a question like you would ask a coworker, and Document IQ searches through all your PDFs and Word documents to provide a helpful response. Every answer includes citations showing exactly which documents the information came from, so you can verify the source and read more context if needed. Before You Begin Make sure you have everything ready to start using Document IQ effectively. Prerequisites: - You need the Document IQ Access permission enabled for your user role - Documents must already be uploaded to GrowerIQ (PDF or DOCX format) - Your facility administrator may need to enable this feature for your organization Supported Document Types | | | | --- | --- | | Format | File Extension | | PDF Documents | .pdf | | Microsoft Word | .docx | 🚀 Getting Started Start asking questions about your documents in just a few simple steps. Step 1: Navigate to Document IQ 1. Click on Uploads in the main navigation menu 2. Select Document IQ from the dropdown Step 2: Ask Your First Question 1. You will see a chat interface with a text input field at the bottom 2. Type your question in plain English 3. Press Enter or click the send button to submit your question Step 3: Review the Answer 1. Document IQ will search through your uploaded documents 2. An AI-generated answer will appear in the chat 3. Look for source citations below the answer to see which documents were referenced 4. Click on any citation to learn more about where the information came from Step 4: Ask Follow-Up Questions 1. Continue the conversation by asking related questions 2. Document IQ remembers the context of your conversation 3. Be specific to get more detailed answers 💬 Example Questions Here are some examples of questions that work well with Document IQ, organized by common use cases. Standard Operating Procedures - "What is the procedure for cleaning the drying room?" - "How do I calibrate the pH meter?" - "What are the steps for receiving new inventory?" Compliance and Regulations - "What are our requirements for visitor sign-in?" - "How long must we retain sales records?" - "What temperature should the vault be maintained at?" Training and Onboarding - "What PPE is required in the cultivation area?" - "Who do I contact for IT support?" - "What are the emergency evacuation procedures?" Quality Assurance - "What are the acceptance criteria for incoming trim?" - "How do I document a product defect?" - "What is the quarantine process for failed batches?" Tip: The more specific your question, the better the answer. Instead of asking "Tell me about harvesting," try "What is the maximum time between cutting and hanging plants during harvest?" ✨ Tips and Best Practices Get the most out of Document IQ with these recommendations. Ask Specific Questions Detailed questions get better answers. Include relevant context like department names, equipment types, or specific processes you are asking about. | | | | --- | --- | | Instead of... | Try asking... | | "How do I package?" | "What is the step-by-step process for packaging dried flower into 3.5g containers?" | | "What about safety?" | "What safety equipment is required when handling pesticides?" | | "Tell me about inventory" | "How do I perform a cycle count in the vault?" | Use Follow-Up Questions If the first answer does not fully address your needs, ask follow-up questions to dig deeper. Document IQ maintains context throughout your conversation. Check the Sources Always review the cited sources to verify information and get additional context. The citations show you exactly where Document IQ found its information. Upload Relevant Documents Document IQ can only search documents that have been uploaded to GrowerIQ. Work with your administrator to ensure all important SOPs, manuals, and compliance documents are uploaded and available for searching. Important: Document IQ provides helpful information based on your uploaded documents, but always verify critical compliance or safety information with your supervisor or compliance team before taking action. ❓ Troubleshooting Having issues? Here are solutions to common problems. I cannot access Document IQ If you do not see Document IQ in the Uploads menu: - Contact your facility administrator to verify you have the Document IQ Access permission - Check that Document IQ is enabled for your organization - Try logging out and logging back in to refresh your permissions Document IQ says it cannot find relevant information This usually means the documents containing that information have not been uploaded yet: - Verify the document you need has been uploaded to GrowerIQ - Check that the document is in PDF or DOCX format - Try rephrasing your question using different keywords - Contact your administrator to upload additional documents The answer does not match what I expected - Check the source citations to see which documents were used - Try asking a more specific question with additional context - Verify that the most current version of the document has been uploaded The response is taking a long time - Complex questions searching many documents may take a few extra seconds - Check your internet connection - Refresh the page and try again if the response seems stuck Need more help? Contact GrowerIQ support if you continue to experience issues with Document IQ.

Document IQ - Tips and Troubleshooting

Document IQ - Tips and Troubleshooting 🎯 Getting the Best Results Document IQ helps you find answers in your uploaded documents quickly. The better you organize your documents and phrase your questions, the more useful your answers will be. This guide covers: - What types of documents work best - file formats and content that perform well - How to ask effective questions - get precise answers faster - Understanding answers - source citations and confidence levels - Document organization - naming and categorizing for better search - Common issues - solutions to frequent problems 📄 Document Best Practices Setting up your document library correctly from the start saves time and improves answer quality. Supported File Types | | | | | --- | --- | --- | | File Type | Best For | Notes | | PDF | SOPs, manuals, reports, certificates | Works best when text is selectable (not scanned images) | | DOCX | Procedures, policies, guides | Excellent text recognition | | TXT | Simple text documents, notes | Fastest processing | Documents That Work Best - Text-based PDFs - Documents where you can highlight and copy text perform much better than scanned images - Well-structured content - Documents with clear headings, sections, and numbered lists - Consistent formatting - Standard fonts and layouts without complex design elements - Focused content - Documents covering specific topics rather than general overviews 💡 Tip: If your PDF was created by scanning paper documents, use OCR software to convert it to searchable text first. This dramatically improves search accuracy. Documents That May Be Challenging - Scanned images without OCR - Text in images cannot be read - Complex tables and charts - Data-heavy visuals may not be interpreted correctly - Handwritten notes - Handwriting is not recognized - Password-protected files - These cannot be processed Organizing Your Documents Good organization makes it easier to find answers and helps Document IQ understand context. Use Clear, Descriptive Names | | | | --- | --- | | Instead of... | Try... | | SOP_v3_final.pdf | SOP-Harvesting-Procedures-2024.pdf | | Document1.docx | Drying-Room-Temperature-Guidelines.docx | | scan_001.pdf | Health-Canada-License-Certificate.pdf | Include Key Information in Filenames - Document type (SOP, Manual, Policy, Guide) - Topic or department - Version or date if applicable Keep Documents Focused Several focused documents perform better than one massive document. If you have a 200-page operations manual, consider uploading it as separate sections: - Cultivation-SOPs.pdf - Processing-SOPs.pdf - Quality-Control-SOPs.pdf - Packaging-SOPs.pdf 💬 Asking Effective Questions The way you phrase your question directly affects the quality of your answer. Good Question Characteristics - Specific - Ask about one topic at a time - Clear - Use the same terminology as your documents - Contextual - Include relevant details when helpful Question Examples | | | | | --- | --- | --- | | Less Effective | More Effective | Why It Works Better | | "What are the rules?" | "What are the temperature requirements for the drying room?" | Specifies the exact topic | | "Tell me about harvesting" | "What is the step-by-step process for harvesting cannabis plants?" | Asks for specific information format | | "SOP info" | "What PPE is required according to our extraction SOP?" | References the document type and specific detail needed | | "How long?" | "How long should plants stay in the curing room according to our procedures?" | Provides context and specifies the source | Types of Questions That Work Well Procedural Questions - "What are the steps for sanitizing equipment?" - "How do I calibrate the moisture meter?" - "What is the process for receiving inventory?" Compliance Questions - "What records must be kept for waste disposal?" - "What are the security requirements for the vault?" - "How often must we conduct inventory reconciliation?" Reference Questions - "What is the acceptable humidity range for storage?" - "Who is responsible for approving batch releases?" - "What training is required for new employees?" 💡 Pro Tip: If your first question does not give you what you need, try rephrasing it. Use different words or add more context. You can also ask follow-up questions to dig deeper into a topic. ✨ Tips for Better Answers Get more accurate and useful responses with these proven strategies. Use Document Terminology Match the words used in your documents. If your SOP says "decontamination procedure," use that phrase rather than "cleaning process." Ask One Thing at a Time Instead of "What are the temperature, humidity, and light requirements for the flower room?" try asking each separately for more detailed answers. Reference Document Types Mentioning the type of document can help focus the search: - "According to our quality SOPs..." - "Based on the employee handbook..." - "What does our security policy say about..." Be Specific About What You Need - "List the steps for..." - Gets a numbered procedure - "What is the requirement for..." - Gets a specific rule or guideline - "Summarize the section about..." - Gets an overview - "What are all the instances of..." - Gets a comprehensive list Use Follow-up Questions After getting an initial answer, you can ask follow-up questions to: - Get more detail on a specific point - Ask about related topics - Clarify something that was unclear 📖 Understanding Answers Know how to interpret the answers you receive and when to dig deeper. Source Citations Document IQ shows you where answers come from. Look for: - Document name - Which file contained the information - Relevant sections - The specific parts that were used Always review the source references to verify the answer is based on the right document and section. When the Answer Says "I Don't Know" If Document IQ cannot find an answer, it means: - The information is not in your uploaded documents - The question might use different terminology than your documents - The topic may be spread across multiple documents in a way that is hard to connect What to do: 1. Try rephrasing your question using different words 2. Check that the relevant document has been uploaded 3. Review your document to confirm the information exists 4. Ask a more specific or narrower question Verifying Answers Document IQ is designed to help you find information quickly, but you should: - Check the source citation to confirm the answer comes from the right document - Review the original document for critical compliance or safety decisions - Use Document IQ as a starting point, not the final word on important matters ⚠️ Important: Always verify critical compliance, safety, or legal information by reviewing the source document directly. Document IQ is a productivity tool, not a replacement for careful document review. ❓ Troubleshooting Quick solutions to common issues. I am not getting relevant answers Try these solutions: - Rephrase your question using words from your actual documents - Be more specific about what information you need - Check that the relevant document has been uploaded and processed - Break complex questions into simpler, single-topic questions The answer is incomplete What to do: - Ask a follow-up question for more detail - Rephrase to be more specific about the information you need - Check if the information is spread across multiple documents Document upload failed Common causes and fixes: - File too large - Try splitting into smaller documents - Unsupported format - Convert to PDF, DOCX, or TXT - Password protected - Remove password protection before uploading - Corrupted file - Try re-exporting or re-saving the document Answers reference the wrong document Solutions: - Use more specific terminology in your question - Reference the document type or name in your question - Review document names to ensure they are descriptive and distinct Search is slow Tips to improve performance: - Ask more specific questions - Remove outdated or duplicate documents from your library - Wait for document processing to complete before searching I cannot access Document IQ This feature requires permission. Contact your system administrator to request access to Document IQ. 💬 Still stuck? Contact GrowerIQ support and include: - The question you asked - What answer you received (or expected) - The name of the document that should contain the answer Our team is happy to help you get the most from Document IQ.

Health Canada Report Best Practices

To help keep your reporting process as easy and as accurate as possible, here are some best practices for working with GrowerIQ to report to Health Canada. In this article: - General Best Practices - Properly Using the GrowerIQ Reporting Tool General Best Practices - Do a physical inventory count once every quarter. This way you can have confidence that your reported counts match up with reality. - Use the Create Activity Log functionality. It's an easy way to capture notes/comments on batches, lots, lot items, or received inventory items whenever something happens that may impact inventory. - Download the Health Canada report at the beginning of the reporting month. That way, you’ll maximize the time you'll have to investigate and work alongside the team at GrowerIQ to help rectify any issues. (Leaving it until the end can lead to rushing and unwanted stress!) - If you notice a discrepancy in the report, notify us as early in the month as possible to give us enough time to help you out before it's due. - Keep records of data changes for the reporting month. That way you can cross reference any discrepancies. You can review what has been completed and whether there are any outstanding requests that could affect your inventory levels. - Each month, upload the report submitted via the CTLS to the Document Repository in GrowerIQ. You can do this by going to Documents > Business Operations. This way, any modifications done to the GrowerIQ report before it’s submitted to the CTLS will be captured in a central repository. Properly Using the GrowerIQ Reporting Tool 1. Take the data from our CTLS export and copy/paste it into the second row of the first tab in the reporting tool. The tool will automatically populate the other tabs with data. 2. Sales data is not captured in the CTLS export. Input your sales data into the reporting tool. 3. Verify the data in the reporting tool from steps 1 and 2. 4. Submit the report. You can download the reporting tool here.

SOP Training Documents

You can upload your standard operating procedures (SOP) documents and assign them as readings for a user. This is great for getting new users up to speed in an organized way. Once a user is assigned a reading, they read the document and sign off on it to indicate they have read and understand it. Note*: If the document doesn't need to be assigned as a reading, upload it as a business operation document instead.* In this article: - Uploading an SOP Document - Reading and Signing an SOP Document - Managing and Assigning an SOP Document - Viewing Assigned Users - SOP Document Actions - Viewing Information on All Documents Uploading an SOP Document 1. Go to Documents > SOP Training, then click Upload SOP. 2. In the modal that appears, you can either click Upload File or drag the file from your file system into the Upload field. PDFs and image files are accepted. - If the file uploads successfully, it will be listed. To change the filed, click the x button and choose another file. 3. Click NEXT, then enter the required information about the document: - Name: The name of the document as it will appear to users. - Department: The department this SOP is applicable to (for your own reference). - Approved Date: Click the calendar button at the end of the field to select the date this SOP was approved. - Effective Date: Click the calendar button at the end of the field to select the date this SOP was/will be put into effect. - Review Due Date: Click the calendar button at the end of the field to select the date this SOP will need to be reviewed. - Review Approval Date: Click the calendar button at the end of the field to select the date this SOP's reviewal will need to be approved. - Description: A description of the document's contents and purpose. 4. Click Next, then select the user(s) to assign the document to as a required reading. Click ASSIGN to upload and assign the SOP document. Reading and Signing an SOP Document Go to Documents > SOP Training, then click the document you were assigned. Click View Document. Once you've read and understood it, Scroll down to the Info tab. Enter your password into the Password field and click SUBMIT to sign off on it. Managing an SOP Document Go to Documents > SOP Training, then click the document you want to manage. Viewing Assigned Users Under the Assignments tab, you can see a list of users who have been assigned the document as a required reading, whether they have signed, and when they signed. You can click Unassign next to a user if they were assigned the document by mistake. SOP Document Actions View Document Click to open the document. If your browser has a built-in way of previewing it, it will open in a new tab, otherwise you will be prompted to download it. Upload New Version Use this to upload a new version of the document to replace the existing version. The uploading process is the same as uploading the original document. The original document is then archived and will appear under the Versions tab at the bottom of the page. Assign User Use this to assign the document as required reading for a user. The next section describes how users can sign off once they've completed the reading. Archive If the document is no longer relevant, you can archive it. Setting the status to "archived" hides the other action buttons, but users assigned to it can still sign off once they've read it, and the document will still appear on the SOP Repository page, but will be marked as archived. Viewing Information on All Documents - To see a list of all actions taken on all documents, go to Documents > SOP Training, then click SOP Log. - To see a list of all sign off dates from users assigned to any document, go to Documents > SOP Training, then click Signature Log.

Business Operation Documents

While SOP Documents are meant to be mandatory reading for new users, business operation documents are any general documents that don't need to be attached to a batch, plant, or other entity. You can upload any file type from documents to spreadsheets to images. You can upload business operation documents to GrowerIQ to have easy access to them in once place. Uploading a Document 1. Go to Documents > Business Operations, then click UPLOAD DOCUMENT at the top of the page. 2. Select the document from your computer's file system. - If the file uploads successfully, it will be listed. To change the filed, click RESELECT and choose another file. 3. Enter the required information about the document: - Name: The name of the document as it will appear to users. - Description: A description of the document's contents and purpose. - Category: Enter a new category or select an existing category from the drop-down menu that appears. Categories are a way to filter the list of documents. - Tags: Enter any relevant tags for the document to make it easy to spot in the list of documents. After entering a tag, press Enter or Return on the keyboard to add it and enter another one. 4. Click UPLOAD NEW to add the document to the list. Managing a Document Go to Documents > Business Operations, then click the document you want to manage. SOP Document Actions Download Click to download and view the document. Edit Use this to edit any information that was entered about the document when it was first uploaded. Upload New Version Use this to upload a new version of the document to replace the existing version. The uploading process is the same as uploading the original document. The original document is then archived and will appear under the Versions tab at the bottom of the page. Archive If the document is no longer relevant, you can archive it. Setting the status to "archived" hides the other action buttons, and it will be hidden from the document list unless the Include Archived switch clicked on that page.