Contextualize an external document

  • Release version: Zurich
  • Updated March 12, 2026
  • 1 minute to read
  • With the AI Enhanced Recommended Actions for Operational Technology Service Management (OTSM), contextualize an external document to get an explanation of why the document is relevant to an Operational Technology (OT) incident.

    Before you begin

    Role required: sn_ot_incident_write

    Procedure

    1. Navigate to All > Industrial Workspace.
    2. Open the Industrial Workspace list view.
    3. In the OT Incidents list module, select one of the available lists.
    4. Open the incident record that you want to view the recommended actions for.
    5. In the Recommendations panel, select the Suggested actions tab to view the suggested action search results for your OT incident.
    6. To view why the document was selected, select the Contextualize document UI action.
      A summary appears that explains why the selected document is relevant to your OT incident.