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

AI Summary

AI summary of the work order

Introduction

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

The summary is generated using selected work order information such as assets, date and time, description, asset criticalities, scheduled jobs, faults, failed checklist lines, forecasted and consumed expenses, hours, and items, and related work orders.

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 work order details 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, from the list of features, locate Dynaway - Copilot summarization.
  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 the Work Order

To generate the AI summary:

  1. Go to Asset management > Work orders > All work orders or Active work orders.
  2. On the All work orders or Active work orders page, from the list of work orders, open the work order for which you want to generate an AI summary.
  3. Select Generate Copilot Summary (see screenshot 01).
  4. The system sends the work order 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 work order information:
    • Assets
    • Date and time
    • Description
    • Assets' criticalities
    • Scheduled jobs
    • Faults
    • Failed checklist lines
    • Forecasted and consumed expenses, hours, and items
    • Related work orders

01: 'Work order details' page with the option to generate a Copilot summary for the work order.
01: 'Work order details' page with the option to generate a Copilot summary for the work order.
02: 'Work order details' page with the generated Copilot summary for the work order.
02: 'Work order details' page with the generated Copilot summary for the work order.

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