Dynaway Advanced Asset Management for Asset Management (Finance & Operations)

AI Capabilities

AI capabilities supported for maintenance requests - AI Summary

AI Summary

The AI summarization feature allows you to generate an automatic summary of maintenance request details using AI. This helps you quickly understand the request without manually reviewing all the information. This helps you quickly review the most important information about the maintenance request in one place without manually reviewing maintenace request details across multiple pages and sections.

The summary is generated using selected maintenance request information such as the request ID, asset, and the worker who created the request.

This feature uses an Azure OpenAI Service configured by your organization. That's because Microsoft restrictions prevent the use of out-of-the-box Copilot or other AI services in this scenario.

The summarization process runs asynchronously. This means the system processes the request in the background and the screen does not freeze while the summary is generated.

Prerequisites

Before you can use AI summarization, ensure the following are completed:

  • An Azure OpenAI Service is created in Microsoft Azure. To set up Azure OpenAI Service, view the section under Common setups > Azure OpenAI Service Setup.
  • A model deployment is configured in the Azure OpenAI Service.
  • The endpoint URL and API key are available.
  • The AI summarization feature is enabled in Feature management (read the section Enable the AI Summarization Feature).

Enable the AI Summarization Feature

  1. Go to System administration > Workspaces > Feature management.
  2. On the Feature management page, locate Dynaway - Copilot summarization in the list of features.
  3. Select the feature, and select Enable now (see screenshot 01).
  4. After the feature is enabled, the system makes the required setup and buttons available in asset management.

01: 'Feature management' page with the option to enable 'Dynaway - Copilot summarization'.
01: 'Feature management' page with the option to enable 'Dynaway - Copilot summarization'.

Configure OpenAI Integration

Before you can generate AI summaries, you must configure the OpenAI integration parameters.

  1. Go to Asset management > Setup > Asset management parameters.
  2. From the left panel, go to the Dynaway AI tab, and on the Set up Dynaway AI screen, go to the Open AI integration FastTab.
  3. Enter the Azure OpenAI configuration details such as:
    • API key
    • Endpoint URL
    • Deployment name
  4. Save the configuration.
  5. On successful setup, the system can connect to the Azure OpenAI Service to generate AI summaries.

01: The 'Asset management parameters' page.
01: The 'Asset management parameters' page.

Generate AI Summary for Maintenance Request

To generate the AI summary:

  1. Go to Asset management > Maintenance requests > All maintenance requests or Active maintenance requests.
  2. On the All maintenance requests or Active maintenance requests page, from the list of maintenance requests, open the one that you want to generate an AI summary for.
  3. Select Generate Copilot Summary (see screenshot 01).
  4. The system sends the maintenance request details to the configured Azure OpenAI Service and generates a summary. The summarization process runs asynchronously, so you can continue working in other areas of the system while the summary is generated.
  5. The summary is generated (see screenshot 02) based on the following maintenance request information:
    • Maintenance request ID
    • Asset
    • Worker who created the maintenance request

01: The 'Maintenance request details' page with an option to generate Copilot summary of the maintenance request.
01: The 'Maintenance request details' page with an option to generate Copilot summary of the maintenance request.
02: The 'Maintenance request details' page with the generated Copilot summary of the request.
02: The 'Maintenance request details' page with the generated Copilot summary of the request.

Common Setups

Azure OpenAI Service Setup

AI Summary requires an Azure OpenAI Service with a deployed model to generate insights.

Note:

  • The naming conventions, pricing, and navigation paths in Microsoft Azure OpenAI / Microsoft Foundry may change over time. The information provided here is intended to give an approximate understanding of the setup, cost, and how to obtain the required endpoint details.
  • It is recommended that you verify the latest configuration steps, pricing, and service details in Azure OpenAI Service before proceeding

Prerequisites

  • Azure subscription required
  • Region must support OpenAI models
  • Access approval may be required (depending on tenant)

Setting up OpenAI Service

To set up the OpenAI Service:

  1. In the Azure portal, search for Microsoft Foundry or Azure OpenAI (see screenshot 01). Ensure the selected region supports Azure OpenAI.
  2. Choose between Azure OpenAI Service and Microsoft Foundry.
    • You can set up either Azure OpenAI Service or Microsoft Foundry:
      • Azure OpenAI:
        Provides access to OpenAI models such as GPT-4, GPT-3, Codex, and DALL-E with Azure security and compliance.
      • Microsoft Foundry:
        Extends Azure OpenAI by supporting multiple model providers (for example, Cohere, Mistral, Llama, AI21) under a unified endpoint and credentials. It also enables switching between models without changing code.
      • For this setup, Microsoft Foundry is recommended as it supports broader AI capabilities within a single service.
  3. Open the Azure OpenAI / Microsoft Foundry resource.
    • To do this, navigate to Microsoft Foundry > Foundry > Azure OpenAI.
    • Select your resource (for example, DynOpenAI-FO) (see screenshot 02).
  4. Open the Microsoft Foundry portal.
    • From the resource overview page, click Go to Foundry portal (see screenshot 03).
  5. Get endpoint and API key.
    • In the Microsoft Foundry portal, go to Overview > Endpoints and keys.
    • Copy the following values (see screenshot 04):
      • API key
      • Endpoint URL
      • These values are required in Asset management parameters.
  6. Deploy a model.
    • Navigate to Models + endpoints > Model deployments.
    • Click Deploy model and create a deployment (see screenshot 05).
    • For this scenario, a model such as gpt-35-turbo can be used. You may also choose other models depending on your requirements.
    • Note that the deployment name must match the value entered in Asset management parameters.
  7. Use the connection details
    • Once setup is complete, use the following values in Asset management parameters:
      • Endpoint URL
      • API key
      • Deployment name

Cost considerations

  1. Azure OpenAI usage is billed based on tokens:
  2. A token is approximately ¾ of a word or ~4 characters
  3. Costs include both:
    • Input tokens (request)
    • Output tokens (response)
  4. Different models have different pricing:
    • Smaller models: lower cost
    • Larger models: higher cost
    • Example:
      • Input: 4.62K tokens
      • Output: 0.56K tokens
      • Estimated cost (gpt-35-turbo example):
        • Input cost: 4.62 × $0.50 = $2.31
        • Output cost: 0.56 × $1.50 = $0.84
        • Total: ~$3.15
  5. Actual cost may vary depending on usage and model efficiency.

01: Searching for Microsoft Foundry or Azure OpenAI in Azure portal.
01: Searching for Microsoft Foundry or Azure OpenAI in Azure portal.
02: Azure OpenAI resource selection in Microsoft Foundry.
02: Azure OpenAI resource selection in Microsoft Foundry.
03: Resource overview with 'Go to Foundry portal' option.
03: Resource overview with 'Go to Foundry portal' option.
04: Endpoints and keys showing API key and endpoint URL.
04: Endpoints and keys showing API key and endpoint URL.
05: Model deployments showing deployed model.
05: Model deployments showing deployed model.

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