Enabling locating of similar work orders

You can use the AI configuration application to AI to find work orders that are similar to another work order. For example, if applied to work orders, you can find work orders that are similar to another work order. The similar work orders feature uses the similarity model template.

Before you begin

If you are using Maximo® AI Service on-premises, review the entire process for enabling AI features and complete all prerequisites, including deploying Maximo AI Service. For more information, see Maximo AI Service and AI features in Maximo Manage.

If you are using Maximo AI Service SaaS, ensure that you have specified values for the Maximo Manage system properties. For more information, review your welcome letter.

By default, the similarity feature is enabled for all work orders that are not cancelled or closed, have a work type specified, and the work type is not PM. You can change what work orders are included by editing the query definitions for the MXAPIWODETAIL object structure. For more information, see Customizing integration components for locating similar work orders.

You can activate and test the AI configuration for locating similar work orders and then change the filter later.

About this task

The WOSIMILARITY AI configuration is available by default. The configuration uses preconfigured Maximo Manage integration components, such as an object structure and invocation channels. You do not have to configure these components to set up the AI configuration. Later, if you want to fine-tune how data is transferred or managed, you might alter some aspects of the components at your own digression. For more information about the components, see Integration components for locating similar work orders.

The AI configuration for finding similar work orders does not require training but does require some automated configuration processes after activation and prior to inferencing.

Procedure

  1. In Maximo Manage, in the AI configuration application, in the table, click the WOSIMILARITY AI configuration.
    If you delete the default configuration and must add another configuration for the same feature, ensure that you use the similarity model template and that you select the latest version of the template.
  2. In the Edit AI configuration dialog, review the default settings.
    1. Click Actions > Edit.
    2. Optional: In the Related Records field, specify a WHERE clause to limit what work orders can be reviewed for similarity.
      For example, you can limit the search to work orders that are for a certain asset or of a certain type. If a work order does not meet the criteria of the WHERE clause, you can trigger the similarity feature from that work order, but no similar work orders are returned.
    3. In the Template version field, ensure that the latest version is selected. To view all versions, click the Lookup icon.
    4. Optional: In the Additional details for AI explained section, provide any information that is specific to your organization and relevant to your end users to help them understand the model and its output.
      An AI icon is located alongside your model's output. Your users can click the AI icon and then access any information that you specify in this section alongside other general model information that's provided by IBM. You can complete the AI configuration process, view the AI icon and its content in context, and then edit this section later as needed.
    5. Click Save.
  3. Set up arguments.
    1. Click Actions > Set arguments.
    2. For each of the arguments, review any default value and change as needed. Specify values for the date_field and features arguments. The following table describes all of the arguments.
      Table 1. Arguments for similarity model template
      Argument key Description Type Default value
      date_field A date field in work orders that is used to determine similarity. If you change the value for this parameter, you must also change the query templates for similarity in the MXAPIWODETAIL object structure. For more information, see Integration components for locating similar work orders. string changedate
      features Fields to compare to determine how similar work orders are. If you change the value for this parameter, you must also change the query templates for similarity in the MXAPIWODETAIL object structure. For more information, see Integration components for locating similar work orders. string description, description_longdescription
      history_days The maximum age in days of work orders that can be included for inferencing. This value is calculated from the base work order's date field value. integer 30
      max_similarity_records The maximum number of similar work orders that can be returned.
      Note: In the System properties application, you can configure the mxe.ai.comparetolimit property to determine the maximum number of work orders that can be reviewed for similarity.
      		integer 10
      retention_days The maximum age in days from the current date for work orders that can be included for configuration. Work orders can be at most 1000 days old, but the higher this value, the longer it can take to complete inferencing and render results. This value also determines the age of work orders that can be similar. For example, a work order with a change date of today can return similar work orders that have a change date of up to 90 days ago. integer 90
      similarity _threshold The minimum similarity score that work orders must have to be included. integer 70
    3. Click Save.
  4. Click Actions > Activate.

    Activating the AI configuration indicates that the AI configuration is prepared and the model is ready to be processed by the cron tasks. Activation also automatically runs configuration and inferencing.

  5. Click Actions > Create model.

What to do next

Inferencing is controlled on a crontask schedule. The AIINFJOB crontask initiates inferencing for all eligible AI configurations. By default, the cron task runs every hour. If inferencing does not start promptly after the model is activated, you can edit the cron task schedule:
  1. In Maximo Manage, in the Cron Task Setup application, open the AIINFJOB cron task.
  2. In the Cron Task Instances table, for the WOAI instance, in the Schedule field, change the value.

For more information about the cron task, see Cron tasks for training and inferencing.

If you want to reconfigure the model on new data in the same filters, such as changed query definitions, or you want to edit the arguments, make any changes and then in the AI configuration, click Actions > Reconfigure model.

If you need to change other configuration settings, you must first deactivate the configuration. In the AI configuration, click Actions > Deactivate, edit the configuration and then activate the configuration again. Activating the similarity AI configuration automatically starts reconfiguration and inferencing.

Access to the similarity feature is controlled through a signature option for the associated object structure. By default, the MXAPIWODETAIL object structure is used. In the Security Groups application, select the security group to which you want to grant access. On the Object Structures tab, in the Object Structures table, select the object structure that you associated with the similarity AI configuration. In the Options for table, for the View similar work order option, select the Grant Access checkbox.

For more information about using this feature to locate similar work orders, see Viewing similar work orders.