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

AI Summary

AI summary for maintenance requests

Introduction

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.
  • 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.

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