Create an intake record

  • Release version: Zurich
  • Updated April 23, 2026
  • 1 minute to read
  • Use the Prioritize tab to add a demand, product idea, or feedback record. Selecting New in any list opens a full form. The form fields differ by record type.

    Before you begin

    Role required: sn_ai_governance.ai_steward

    Procedure

    1. Navigate to All > AI Control Tower > Home 2.0.
    2. Expand the Plan menu and select Prioritize.
    3. Scroll to the list for the record type you need to create, Demand, Product idea, or Feedback.
    4. Select New.Use the New button to create an intake record.
    5. On the form, fill in the fields.
      For field information, see:
      Note:
      • For demand and product idea: The Investment Type field must be set to Artificial Intelligence or the Product field must be set to AI System.
      • For feedback: The Product field must be set to AI System.
    6. Select the Actions drop-down list and select Save.
      The new record is displayed in the respective list if it meets the list's display criteria.