Auto Primitive -- Auto-Tracked Tasks
How auto-tracked compliance tasks work when connected equipment or process-based automation handles compliance verification.
Overview
The Auto primitive represents compliance tasks that are automatically managed -- no manual user action is required. These tasks are completed by the system based on signals from connected equipment or process-based automation rules.
How It Works
When you view a task that uses the Auto primitive, the display shows a read-only confirmation screen:
- A large green checkmark icon
- The label Auto-verified
- A description of the automation source (e.g., "via Statim G4" or "Automatically completed")
- The timestamp of the last automatic completion (e.g., "at Mar 12, 2026 2:30 PM")
There are no fields to fill in and no submit button. The system handles everything.
Auto-Compliance Reasons
Each auto-tracked task has a reason explaining why it is automated. There are two source types:
Equipment-Based Automation
When a piece of equipment has cloud connectivity or built-in compliance reporting capabilities, it can automatically satisfy certain compliance requirements. The auto-compliance reason includes:
- Source: "equipment"
- Capability: The specific equipment feature enabling automation
- Equipment Name: The name of the connected equipment
- Equipment ID: The identifier linking to your equipment record
In the UI, this appears as: "Auto (Statim G4)" or similar, using the equipment name.
Process-Based Automation
When your process answers from the setup wizard indicate that a task is handled by an automated workflow, the system marks it as auto-compliant. The auto-compliance reason includes:
- Source: "process"
- Process Key: The process configuration key (e.g., "cloud_connected")
In the UI, this appears as: "Auto (cloud connected)" or similar.
Where Auto Tasks Appear
Auto-tracked tasks appear in several places:
- Risk Summary Cards -- Counted in the "Auto-Managed" card on the compliance dashboard
- Requirement Review -- During requirement review, auto-compliant tasks are shown in a dedicated step where you acknowledge the automation
- Inspector View -- Shown with an "Auto-Compliant" status badge in the inspector view
Dental Practice Examples
Modern cloud-connected autoclaves (e.g., Statim G4, BRAVO) automatically report each sterilization cycle to the manufacturer's cloud platform. ChairPulse detects this capability and marks the daily cycle verification task as auto-compliant, eliminating the need for manual logging.
Equipment with IoT sensors or connected monitoring platforms can automatically report operational data. When this data satisfies a compliance requirement (e.g., temperature logging, cycle counting), the corresponding task is auto-tracked.
Auto-tracked tasks reduce your team's manual workload. During the setup wizard, the system automatically detects cloud-connected equipment and marks eligible tasks as auto-compliant. You can see the total count of auto-managed tasks on the dashboard's risk summary cards.
Last updated Mar 13, 2026
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