Set up AI Agent Template to Send Notifications for the Recall Tasks

You can upload supplier recall letters in PDF format directly from the user interface and let the AI agent automatically curate them into recall notices.

To set up the AI agent template to send FYI notifications for the recall tasks generated in the Bypass count and disposal tasks workflow based on the containment task owner mapping defined in Recall Parameters, do the following:
  1. Make sure you have the below mentioned duty role under Role Hierarchy > Roles and Permission Groups tab for the configured job role that is used to configure the AI agent.
    • ORA_DR_FAI_GENERATIVE_AI_AGENT_SCM_ADMINISTRATOR_DUTY
      Note: Do the following to provision this duty role:
      • Go to Home > Setup and Maintenance > Tasks > Search > Manage Administrator Profile Values, then set the profile Enable Security Console external application integration (ORA_ASE_SAS_INTEGRATION_ENABLED) to Y at the site level.
      • Enable the permission groups for the configured job role.
  2. Make sure you have the following duty roles under Role Hierarchy > Roles and Privileges tab for the configured job role that is used to configure the AI agent:
    • ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY
    • ORA_RCS_SCM_AI_AGENT_ MANAGEMENT_DUTY_HCM

  3. Navigate from Home Page > Tools > AI Agent Studio, set the Family to SCM, the Product to Product Recall Management, search for Recall Tasks Notification Agent, then click Copy Template on Recall Tasks Notification Agent.
  4. Enter the number 1 for the suffix, then click Continue. We recommend that you use the suffix to indicate versions, such as 1, 2, 3.
  5. Click . . . > Edit:
  6. Use the predefined values on the Details tab or modify them to meet your needs.
  7. Click Security and assign the configured job role or seeded role which would be used to create a recall notice by uploading the recall letter.
    Note: Do the following steps to assign this job role under Security tab in the AI Agent configuration:
    • Enable the permission groups for this configured job role or seeded role.
    • Make sure you have the ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY duty role provisioned under Role Hierarchy > Roles and Permission Groups tab for this configured job role.

  8. Click Publish.
  9. Click Agent Teams, search for and open Recall Tasks Notification Agent1, then verify the status is published.
  10. Nagate from Home > Setup and Maintenance > Tasks > Search > Manage Profile Options, then define a profile option as follows:
    • Profile Option Code should be RECALL_TASKS_NOTIFICATION_AGENT

    • Profile Display Name: It is an user-defined name

    • Application: Supply Chain for Healthcare

    • Module: Recall Management

    • Start Date: Current date

    • Enable this profile at site level

  11. Navigate from Home > Setup and Maintenance > Tasks > Search > Manage Administrator Profile Values, then search for the above defined profile and set the value with agent team code, PUBLISHED,version number.