# Describe a LotTrail investigation trigger in plain English

Type an investigation trigger in plain English, answer the AI's question about the missing details, inspect the complete proposed rule and save it deliberately as a draft.

Source: https://help.smartfact.ai/automation/guides/batchtrail-assistance

Audience: Author

Type an investigation trigger in plain English, answer the AI's question about the missing details, inspect the complete proposed rule and save it deliberately as a draft.

## Plain English to a checked draft

1. **Load the current LotTrail policy**

   Load the current LotTrail policy

   Load the workshop investigation policy from LotTrail. Its expected results already expect a forward investigation when rework is admitted, but no rule starts one yet.

2. **Choose Add investigation selection**

   Choose Add investigation selection

   Choose Add investigation selection, so the proposal covers both when the rule applies and which investigation it runs.

3. **Type the requirement in plain English**

   Type the requirement in plain English

   Type the requirement as the team wrote it: when a rework change is admitted for the approved source, run the bounded forward investigation for its input lot.

4. **Ask for a proposal**

   Ask for a proposal

   Ask for a proposal. The AI replies with a question instead of guessing: which source is approved, what the rule is called and its precedence. It also says the forward investigation always starts from lot MAT-0001.

5. **Add the details the AI asked for**

   Add the details the AI asked for

   Keep the requirement and answer the question: the approved source is brighouse-job-records, the input lot is MAT-0001, so run physical-forward, and call the rule rework-forward with precedence 10.

6. **Ask for the complete proposal**

   Ask for the complete proposal

   Ask again. The AI now returns a complete investigation rule. Nothing is saved until you choose to save it.

7. **Read the restatement of the rule**

   Read the restatement of the rule

   Read the restatement. When the trigger includes rework and the source instance ID is brighouse-job-records, LotTrail adds this investigation selection rule.

8. **Inspect the proposed condition**

   Inspect the proposed condition

   Open the condition in the same controls LotTrail uses: all conditions must match, the trigger includes rework and the source instance ID is brighouse-job-records.

9. **Check the rule identifier and precedence**

   Check the rule identifier and precedence

   Check what will be saved: rule identifier rework-forward, precedence 10. Rules are checked in precedence order, lowest first.

10. **Check the investigation it runs**

   Check the investigation it runs

   Check the approved investigation query it runs: physical-forward, the forward investigation from lot MAT-0001. It reads evidence only and changes no records.

11. **Confirm you checked the whole proposal**

   Confirm you checked the whole proposal

   Confirm that you checked the condition and every value. LotTrail still validates the whole policy when it saves.

12. **Save the proposal as a draft**

   Save the proposal as a draft

   Save the proposal as a draft. The policy moves to revision 2. Saving does not approve, release or run the rule: freezing it with its expected results, the proof and an independent review come next.

[Watch or practise this chapter](https://help.smartfact.ai/automation/demo?guide=batchtrail-assistance&chapter=assisted-rule&audience=office)

Only a draft was saved. Freezing it with its expected results, the native proof and an independent review come next.