Set up AI Enhanced recommended actions for Industrial Connected Workforce

Set up AI Enhanced recommended actions for ICW so that you can contextualize external sources related to a deviation.

Before you begin

You must have Recommended Actions for ICW installed and configured. For more information, see Recommended Actions for the Industrial Connected Workforce.

Role required: admin

Procedure

1. Create a Microsoft SharePoint Online external content connector.
2. Configure crawl settings for a Microsoft SharePoint Online external content connector.
3. Set up the search source.
   1. Navigate to All > AI Search > Search Experience > Search Profiles.
   2. Find and select the [RA-ICW AI] Search Profile record
   3. In the search profile record, select the Search Sources tab.
   4. Select Create and link.

   5. In the Indexed source field, select SharePoint Online.

      For more information about the additional form fields, see Search Source form.

   6. Select Submit.
4. If needed, add or remove the deviation record fields that are later used to produce search results.
   Note:

   If you edit the fields later, the search process restarts so you can view the updated search results.

   1. Navigate to All > Recommended Actions > Context.
   2. Select the Deviation context record.
   3. In the context record, select the Rules tab.
   4. Select the Deviation being active rule.
   5. In the rule record next to Fields affecting this rule, select the Unlock fields affecting this rule icon.
   6. Using the Add item and Remove item icons, add or remove fields as needed.
   7. Select Save.

   Important:

   Removing the predefined fields might impact the output of the contextualized document and the generated action plan.

What to do next

After you set up AI Enhanced recommended actions for ICW, you can use the feature in the Digital Factory Workspace. For more information see, Contextualize an external document for a Deviation in the Digital Factory Workspace.