Overview
The Copilot AI Module is a powerful suite of AI-driven features designed to enhance data quality, streamline form submission processes, and provide advanced insights into environmental, health, and safety (EHS) management. This module leverages artificial intelligence to assist users in real time, detect potential risks, and generate actionable reports. Below, we outline the key features of the module and provide detailed sections for each AI-powered tool.
Key Features
- Provides real-time Form Assistance suggestions and feedback as users fill out forms, improving accuracy and consistency.
- Evaluate Forms Data Quality Scoring on a scale of 1-10 based on predefined criteria, with scores compiled into reports.
- Automatically identifies potential Serious Injury and Fatality (SIF) precursors within submitted forms.
- Interactive Reporting, the AI-powered chatbot, allows users to interact with reports, ask questions, and receive further analysis.
- Allows administrators to define and adjust the criteria used by AI for form evaluation and SIF detection.
Copilot AI
Copilot AI Components
- AI Field Suggestion Assistant
- AI Data Quality Analysis Reports
- AI SIF Precursor Detection Reports
- AI Report BI Chatbot
AI Field Suggestion Assistant
PREREQUISITE: The user must have the “Copilot AI - Field Suggestions” site setting enabled for the supported form.
The AI Field Suggestion Assistant provides real-time feedback to users as they fill out forms, ensuring thorough responses that are consistent with predefined standards. This tool is particularly useful in areas such as Audit and inspection verifications, CAPA action descriptions, Incident descriptions, Event descriptions, and Work Observation descriptions. Learn more about the AI Field Suggestion Assistant here.
NOTE: The Field Suggestion Assistant feature is not available when working offline or when users are entering forms anonymously.
AI Data Quality Analysis Reports
PREREQUISITE: The user must have the “Copilot AI - Data Quality Analysis” site setting enabled for the supported form.
The AI Data Quality Analysis Reports evaluate submitted forms and generate scores based on criteria defined by administrators. These scores are compiled into reports that help organizations assess data quality across business entities and timeframes. Learn more about the AI Data Quality Analysis Reports here.
AI SIF Precursor Detection Reports
PREREQUISITE: The user must have the “Copilot AI - SIF Precursor Analysis” site setting enabled for the supported form.
The AI SIF (Serious Injury and Fatality) Precursor Detection Reports are a powerful tool designed to enhance workplace safety by identifying potential risks before they lead to serious incidents. This feature leverages advanced AI algorithms to scan submitted forms such as incident reports, quality events, and work observations and rate their likelihood to be a SIF Precursor on a 1-10. These precursors are conditions or behaviors that, if left unaddressed, could escalate into serious safety events. Learn more about the AI SIF Precursor Detection Reports here.
AI Report BI Chatbot
PREREQUISITE: The user must have the “Copilot AI - Report Chatbot” site setting enabled.
The AI Report BI Chatbot allows users to interact with their reports by asking questions and requesting further analysis directly within the report interface. This tool enhances the usability of reports by providing quick insights and recommendations. Learn more about the AI Report BI Chatbot here.
Copilot Data Analysis settings
System Administrators define the rules that AI will evaluate against to rate form data quality, detect SIF Precursors, and provide in-form data improvement suggestions.
Access the Copilot Data Analysis settings
In order to access the Copilot Data Analysis Settings:
- Select Administration from the Navigation Menu
- Select Copilot Data Analysis under the Site Owner tab
- Define the Form-level quality rules, SIF Precursor detection rules, Field–level quality suggestions for each form
NOTE: The system is provided with default rule definitions for each area. System Administrators have the ability to modify existing rules and add new rules.
Site Settings
Site Settings can be enabled or disabled to show or hide various components of a form.
Setting | Description | |
Audit & Inspection | ||
Copilot AI - Field Suggestions - Verification | Enable field quality suggestions on the Verification field. | |
| Threshold | On a scale from 1 to 10, what quality rating represents a passing rating. |
| Show Warning On Submit | Show a validation warning when the rating is below the threshold when saving the form. |
Copilot AI - Field Suggestions - CAPA Action Description | Enable field quality suggestions on the CAPA Action Description field. | |
| Threshold | On a scale from 1 to 10, what quality rating represents a passing rating. |
| Show Warning On Submit | Show a validation warning when the rating is below the threshold when saving the form. |
CAPA | ||
Copilot AI - Data Quality Analysis | Enable this form for Data Quality Analysis reporting. | |
Copilot AI - SIF Precursor Analysis | Enable this form for SIF Precursor reporting. | |
Copilot AI - Field Suggestions - Action Description | Enable field quality suggestions on the Action Description field. | |
| Threshold | On a scale from 1 to 10, what quality rating represents a passing rating. |
| Show Warning On Submit | Show a validation warning when the rating is below the threshold when saving the form. |
Copilot AI - Field Suggestions - Action Taken | Enable field quality suggestions on the Action Taken field. | |
| Threshold | On a scale from 1 to 10, what quality rating represents a passing rating. |
| Show Warning On Submit | Show a validation warning when the rating is below the threshold when saving the form. |
Incident Event | ||
Copilot AI - Data Quality Analysis | Enable this form for Data Quality Analysis reporting. | |
Copilot AI - SIF Precursor Analysis | Enable this form for SIF Precursor reporting. | |
Copilot AI - Field Suggestions - Incident Description | Enable field quality suggestions on the Incident Description field. | |
| Threshold | On a scale from 1 to 10, what quality rating represents a passing rating. |
| Show Warning On Submit | Show a validation warning when the rating is below the threshold when saving the form. |
Quality Event | ||
Copilot AI - Data Quality Analysis | Enable this form for Data Quality Analysis reporting. | |
Copilot AI - SIF Precursor Analysis | Enable this form for SIF Precursor reporting. | |
Copilot AI - Field Suggestions - Event Description | Enable field quality suggestions on the Event Description field. | |
| Threshold | On a scale from 1 to 10, what quality rating represents a passing rating. |
| Show Warning On Submit | Show a validation warning when the rating is below the threshold when saving the form. |
Work Observation | ||
Copilot AI - Data Quality Analysis | Enable this form for Data Quality Analysis reporting. | |
Copilot AI - SIF Precursor Analysis | Enable this form for SIF Precursor reporting. | |
Copilot AI - Field Suggestions - Description | Enable field quality suggestions on the Description field. | |
| Threshold | On a scale from 1 to 10, what quality rating represents a passing rating. |
| Show Warning On Submit | Show a validation warning when the rating is below the threshold when saving the form. |
Reports
| Report | Description |
| CAPA Data Quality Analysis by Business Entity | Displays a listing of CAPA Data Quality Analysis by Business Entity. |
| CAPA Data Quality Analysis by Month | Displays a listing of CAPA forms Data Quality each Month. |
| CAPA SIF Precursor Analysis by Business Entity | Displays a listing of CAPA SIF Precursor Analysis by Business Entity. |
| CAPA SIF Precursor Analysis by Month | Displays a listing of CAPA SIF Precursor Analysis by Month. |
| Incident Event Data Quality Analysis by Business Entity | Displays a listing of Incident Event Data Quality Analysis by Business Entity. |
| Incident Event Data Quality Analysis by Month | Displays a listing of Incident Event forms Data Quality each Month. |
| Incident Event SIF Precursor Analysis by Business Entity | Displays a listing of Incident Event SIF Precursor Analysis by Business Entity. |
| Incident Event SIF Precursor Analysis by Month | Displays a listing of Incident Event SIF Precursor Analysis by Month. |
| Quality Event Data Quality Analysis by Business Entity | Displays a listing of QualityEvent Data Quality Analysis by Business Entity. |
| Quality Event Data Quality Analysis by Month | Displays a listing of Quality Event forms Data Quality each Month. |
| Quality Event SIF Precursor Analysis by Business Entity | Displays a listing of Quality Event SIF Precursor Analysis by Business Entity. |
| Quality Event SIF Precursor Analysis by Month | Displays a listing of Quality Event SIF Precursor Analysis by Month. |
| Work Observation Data Quality Analysis by Business Entity | Displays a listing of Work Observation Data Quality Analysis by Business Entity. |
| Work Observation Data Quality Analysis by Month | Displays a listing of Work Observation forms Data Quality each Month. |
| Work Observation Data Quality Rollup by Supervisor | Displays a listing of Work Observation Data Quality Analysis by Supervisor. |
| Work Observation SIF Precursor Analysis by Business Entity | Displays a listing of Work Observation SIF Precursor Analysis by Business Entity. |
| Work Observation SIF Precursor Analysis by Month | Displays a listing of Work Observation SIF Precursor Analysis by Month. |