> ## Documentation Index > Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Track AI Readiness on a dashboard > Import the AI Readiness playbook, assess a client, and show the readiness score and open gaps on a dashboard. The **AI Readiness** playbook is a vendor-neutral review of whether a client can adopt AI safely, govern it, and measure its value. The **AI Readiness Overview** block turns that review into a score and a list of open gaps on a dashboard or report. This guide is for MSP staff. > [!WARNING] > > Importing the playbook does not add anything to a dashboard. It only adds the checks to your library. The block shows a score once you complete all three parts: import the playbook, run its checks for a client, and add the block to a dashboard. ## Before you start * To import, you need Playbooks management permission and an active subscription. * To run the checks and record results, you need Compliance write access. * To add the block, you need **Write** or **Manage** access to Dashboards, plus Compliance read access. The block does not appear in the **Widget Library** without Compliance access. * Your tenant needs at least one status list. The import uses your default list unless you pick another. ## 1. Import the AI Readiness playbook **1. Open Best Practices** Open **Settings > Compliance > Playbooks** and click **Best Practices**. **AI Readiness** is under **Operational reviews**. It has 15 company-level checks. ![AI Readiness playbook card with 15 company checks, its description and an Add button](https://mintcdn.com/msportal/aS3qMGpF32M2xvRe/images/product/ai-readiness-playbook-card.png?fit=max\&auto=format\&n=aS3qMGpF32M2xvRe\&q=85\&s=191559aeebe848489e5ed97c2636f2b0) AI Readiness in the Best Practices library. **2. Click Add** Click **Add** on the **AI Readiness** card. To read the checks first, click the playbook's name. **3. Check the folder and status list** In **Add Playbooks to Tenant**, the checks go to **Standard Playbooks / AI Readiness**. Your default **Status list** is already selected. Change it if you assess with another list. ![Add Playbooks to Tenant dialog with the AI Readiness folder and the Status list set to Compliance Check Status](https://mintcdn.com/msportal/aS3qMGpF32M2xvRe/images/product/ai-readiness-import-dialog.png?fit=max\&auto=format\&n=aS3qMGpF32M2xvRe\&q=85\&s=89f65036cbadd75eb5b07de670d488c2) Add Playbooks to Tenant for AI Readiness. **4. Click Add to Tenant** The card now shows **Imported**. MSPortal also creates a check group called **AI Readiness**, which you use in the next step. The imported checks start out **Approved**, so you can run them right away. ![AI Readiness playbook card with the Imported badge](https://mintcdn.com/msportal/aS3qMGpF32M2xvRe/images/product/ai-readiness-imported-card.png?fit=max\&auto=format\&n=aS3qMGpF32M2xvRe\&q=85\&s=6d9ca91ccf2f61a4f00f8b45b9f5850a) The Imported badge confirms the checks are in your library. ## 2. Assess a client The block reads AI Readiness checks that are assigned to a company. A run assigns them. **1. Open Run Checks** Open **Compliance** and click **Run Checks**. **2. Name the run** Type a **Name**, such as **AI Readiness review**. **Notes** and **Due date** are optional. Leave **Hide from company users** clear if the client should see these checks in their portal. **3. Pick the client** On the **Companies** tab, search for the client and tick it. Tick several clients to assess them all in one run. **4. Pick the AI Readiness group** In **Select checks**, open the **Groups** tab, search for **AI Readiness**, and tick it. The badges read **Total: 15** and **Group: 15**. ![Run Compliance Checks dialog with the run named AI Readiness review, Acme Corporation ticked under Companies and the AI Readiness group ticked under Groups](https://mintcdn.com/msportal/aS3qMGpF32M2xvRe/images/product/ai-readiness-run-dialog.png?fit=max\&auto=format\&n=aS3qMGpF32M2xvRe\&q=85\&s=34ee86346ca06530b9cefb8a54083ceb) One client and the AI Readiness group, ready to run. **5. Click Run compliance checks** MSPortal shows **Compliance run queued successfully** and assigns the checks in the background, usually within a minute. **6. Record the results** In the **Tree** view, expand the client, then the run, then **Company Checks**. Set each check's status from its status button. To set the same status on several checks, tick them, click **Actions** in the page header, and choose **Set Status**. ![Compliance tree with Acme Corporation expanded to the AI Readiness review run, showing 9 compliant, 4 not compliant and 2 open checks](https://mintcdn.com/msportal/aS3qMGpF32M2xvRe/images/product/ai-readiness-run-checks.png?fit=max\&auto=format\&n=aS3qMGpF32M2xvRe\&q=85\&s=043c162c9ab0289b40dfc368205edef2) AI Readiness checks for one client, with results recorded. To reassess on a cycle, add the **AI Readiness** group to a run template and schedule it. See [Compliance settings](https://docs.msportal.ai/user-guides/settings/compliance.md) and [Schedule compliance assessments](https://docs.msportal.ai/user-guides/settings/compliance-schedules.md). ## 3. Add the block to a dashboard **1. Open the dashboard editor** Open a custom dashboard and click **Edit**, or create one: click **Dashboards**, then the **+** button. See [Create and edit a dashboard](https://docs.msportal.ai/user-guides/dashboards/create-and-edit-dashboard.md). **2. Find the block** Click **Widget Library** and search for **AI Readiness**. Click **AI Readiness Overview** under **Compliance**. The block appears in the first free spot on the dashboard. ![Widget Library searched for AI Readiness, with AI Readiness Overview listed under Compliance](https://mintcdn.com/msportal/aS3qMGpF32M2xvRe/images/product/ai-readiness-widget-library.png?fit=max\&auto=format\&n=aS3qMGpF32M2xvRe\&q=85\&s=4652e1476a9802a0005c96755305674b) AI Readiness Overview in the Widget Library. **3. Arrange it** Drag the grip to move the block, and use the size button to resize it. A larger block shows more gaps. **4. Click Save** Click **Save** in the page header and wait for **Dashboard saved**. The same block is available in reports. Add **AI Readiness Overview** from the report builder's block list to put the score in a business review. ## Read the block Pick the client in the company selector at the top of the page. In **Global View**, the block combines every company that has AI Readiness checks. ![AI Readiness dashboard with Acme Corporation selected, showing a 60 percent score, At risk, 9 passed, 6 needing attention and the open gaps list](https://mintcdn.com/msportal/aS3qMGpF32M2xvRe/images/product/ai-readiness-dashboard-company.png?fit=max\&auto=format\&n=aS3qMGpF32M2xvRe\&q=85\&s=cb723b0d23f622a9d98f4ef58cc788cd) AI Readiness for one client: 9 of 15 checks passed. | Part | What it shows | | - | - | | **AI readiness score** | The share of the client's AI Readiness checks with a passing status. The score leaves out statuses your status list excludes from scoring. | | Score label | **Healthy** at 80% or more, **At risk** from 60% to 79%, **Failing** below 60%. | | **Passed** | Checks whose status your status list marks as passing, such as **Compliant** or **Not Applicable**. | | **Needs attention** | Checks that have not passed yet: **Not Compliant** results and checks still at **New** or **In Progress**. | | **Open gaps** | The checks that need attention, highest priority first. A small block shows fewer and adds **+N more gaps**. | A client with no AI Readiness checks assigned shows **Not assessed** with **Make sure you've run the AI Readiness playbook for this client.** Run the playbook for that client to fill it. ![AI Readiness block showing Not assessed and the prompt to run the AI Readiness playbook for this client](https://mintcdn.com/msportal/aS3qMGpF32M2xvRe/images/product/ai-readiness-not-assessed.png?fit=max\&auto=format\&n=aS3qMGpF32M2xvRe\&q=85\&s=009c33106b4a4be64930c2fd487a1115) A client without an AI Readiness run. ## What clients see Company users see the block only on a dashboard or report your MSP shares with them, and only for their own company. The block counts only checks visible to them, so a run created with **Hide from company users** does not appear in their view. To share a dashboard, see [Dashboard settings](https://docs.msportal.ai/user-guides/dashboards/manage-dashboard-settings.md). ## Troubleshooting | Problem | What to do | | - | - | | I imported the playbook but no dashboard shows AI Readiness | Expected. Importing only adds checks. Run them for a client, then add **AI Readiness Overview** to a dashboard. | | The block shows **Not assessed** | No AI Readiness checks are assigned to the selected company. Check the company selector, then run the **AI Readiness** group for that client. | | The score stays at 0% | Every check is still **New**. Record results in **Compliance**. | | **AI Readiness Overview** is missing from the Widget Library | You need Compliance read access. Ask your MSP admin. | | **AI Readiness** is missing from the run's **Groups** tab | The playbook is not imported, or the group was renamed or deleted. Check **Settings > Compliance > Groups**. | | The run finished but some checks are missing | Only **Approved** checks are assigned. Approve them in **Settings > Compliance > Checks**, then run again. | | My own checks do not count toward the score | The block counts only checks imported from the AI Readiness playbook. Checks you write yourself, even in the same group, are left out. | ## Frequently asked questions > [accordion] Does importing the playbook turn on the dashboard? > > No. Importing adds 15 checks and an **AI Readiness** group to your library. It does not assign them to a company or add a block to any dashboard. Complete the three parts in this guide. > [accordion] What happens when I reassess a client? > > The score counts AI Readiness checks from every run for that client, open or completed. Completed runs still count. When a client has more than one run, the block also compares the latest run's score with the previous one. > [accordion] Can I change the checks? > > Yes. Edit the imported checks in **Settings > Compliance > Checks**. Your edits stay when you import the playbook again, which only adds checks you do not have yet. > [accordion] Can I show AI Readiness for several clients at once? > > In **Global View**, or with several companies selected, the block combines their checks into one score. For a per-client view, pick one company in the selector. ## Related guides * [Playbook settings](https://docs.msportal.ai/user-guides/settings/playbooks.md) * [Compliance](https://docs.msportal.ai/user-guides/compliance/index.md) * [Find checks and understand results](https://docs.msportal.ai/user-guides/compliance/find-and-read-checks.md) * [Create and edit a dashboard](https://docs.msportal.ai/user-guides/dashboards/create-and-edit-dashboard.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.