1. Implementing Manufacturing and Supply Chain Materials Management
  2. Enable Maintenance Advisor

Enable Maintenance Advisor

Enable the AI agent, Maintenance Advisor that helps your users get targeted responses when they seek guidance on a task. Create a knowledge base, add a guided journey on a page, and embed the advisor into the guided journey using Visual Builder Studio on a transactional page. Through a chat experience, users can type in their question and get targeted responses, sourced from the documents uploaded in the knowledge base.

Ensure that you have these privileges and have set these profile options to Y to enable the advisor for your users:

User Privileges for Maintenance Advisor

Privilege Code and Name Use
HRC_MANAGE_AI_AGENT_PRIV Lets you access the Configure HCM Agents Admin page and manage intelligent agents, tools, and documents.
HRC_ACCESS_AI_AGENT_CHAT_PRIV Lets you access chats with agent enabled Guided Journeys.
HRC_MANAGE_AI_AGENT_PRIV: Manage Intelligent Agent Lets you create a guided journey for Maintenance Advisor.

Profile Options for Maintenance Advisor

Profile Option Code Profile Option Name
ORA_HCM_VBCS_PWA_ENABLED Enables the VBCS Progressive Web Application User Interface
ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED Agent Task Type Enabled for Guided Journeys
ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_ENABLED Redwood Guided Journey Setup Page Enabled

Create a Knowledge Base

Create a tool that serves as a knowledge base of documents, such as a safety check list or a standard operating procedures document that is used to complete a maintenance task. Here's how you create:

  1. Navigate to My Client Groups and open the Configure HCM Agents quick action.
  2. Click Add in the top left. You see a prompt to create a new tool.
  3. Give a name to your tool and add description.
  4. Under Documents, add all of your documents one-by-one by doing this:
    1. Click Add.
    2. Enter the document name.
    3. Upload a document as an attachment by clicking the attachment link.
    4. Save the document.
  5. After saving all the documents, click Add in the top right to save your tool to the application.

    You return to the Tools page. Re-open the tool you created. Notice that the status of your documents is Draft.

  6. Go to the Edit mode for each document and change the status to Ready to Publish.
    Note: To ingest the attachments, submit the Process Agent Documents process. Also, update your documents regularly so your team has access to the latest information.
  7. Next, follow these steps to create an agent with name, Maintenance Advisor, and bind it to the tool you just created:
    1. Navigate to the Agents tab.
    2. Click Add in the top left to create a new agent.
    3. Enter Maintenance Advisor for name, enter a code, description, and category.
    4. Under Tools, click Add and select the tool you created.
    5. Click Save to bind the tool to Maintenance Advisor.
    6. Click Add in the top right to add your agent to the application.

Create a Guided Journey

  1. Navigate to My Client Groups and click Show More.
  2. Search for Guided Journey and open the page.
  3. Click Create at the top to make a new guided journey.
  4. Enter a name for a guided journey, and click Create Draft.
  5. Under Tasks, click Add.
  6. Enter a task name and select Agent for Task Type.
  7. For Configuration, select the agent you created in previous steps.
  8. Click Save.
  9. Click Activate on the top right to activate your guided journey.

    Keep the guided journey code handy because you'll need it when you embed the guided journey into a transactional page.

Connect the guided journey to transactional pages. As an example, let's see how to enable the advisor on the Preview Work Order page of My Maintenance Work for maintenance technicians and the Edit Work Order page of Maintenance Supervision for maintenance supervisors.

Enable Advisor for Technicians and Supervisors

Do this to enable the Maintenance Advisor on the Preview Work Order page for technicians:

  1. On the My Maintenance Work page, click Preview Work under the Actions menu on a work order row.
  2. On the Preview Work page, access Visual Builder Studio by doing this:
    1. Click Settings and Actions in the top right.
    2. Select Edit Page in Visual Builder Studio.
  3. On Visual Builder Studio, create or select an existing project.
  4. Click the Work Order Container context switcher.
  5. In the filter, search and select Work Order Preview.
  6. On the Work Order Preview pane, enter the Guided Journey code in the journeyCode field and click Publish.
  7. Grant your users the Access Intelligent Agent Chat (HRC_ACCESS_AI_AGENT_CHAT_PRIV) privilege to allow them to access the AI agent.

    The advisor shows up as a page-level guided journey on the Preview Work Order page for technicians.

Do this to enable the Maintenance Advisor on the Edit Work Order page for supervisors:

  1. On the Maintenance Supervision page, go to the Edit Work Order page.
  2. Open Visual Builder Studio.
  3. On the Work Order Preview pane, enter the Guided Journey code in the journeyCode field and click Publish.
  4. Grant your users the Access Intelligent Agent Chat (HRC_ACCESS_AI_AGENT_CHAT_PRIV) privilege to allow them to access the AI agent.

    The advisor shows up as a page-level guided journey on the Edit Work Order page for supervisors.