About Work Briefing

The description of Work Briefing is divided into the following sections:

• What is Work Briefing?
• Model Configuration and Usage
• AI Model Identifiers
• Data Considered for Text Generation
• Processing Example for Work Briefing
• Regenerate Summary
• Prerequisites
• Benefits

What is Work Briefing?

A Work Briefing refers to an AI-generated short summary that provides essential information before executing a work task. It includes:

• A concise description of the problem, including its impact and assigned priority.
• Model and location of the equipment, along with any relevant service notes.​
• Warranty status, contract coverage, and associated SLA deadlines.​
• A brief outline of the main task or objective.​
• List of required materials and their estimated quantities.​
• Overview of past service events, recurring issues, and expected service duration.

You can generate the Work Briefing summary on the Request Work Task – Execution and Reporting page.

Also, You can generate the Work Briefing summary on the Work Details page on the Mobile client.

Model Configuration and Usage

This is a LLM based model and can be used without training. 

AI Model Identifiers

• AI Model Name: SERVICE_WORK_SUMMARIZATION 
• AI Model Use Case: service-work-briefing
• Use Types:
• Text Generation 

Data Considered for Text Generation

To generate the summary for the work task (to be performed) the following inputs will be used. 

•  Location
• Address
• SLA Summary
• Service Notes
• Warranty Job
• Contract Job
• Request Description
• Service History
• Priority
• Actual Item
• Service
• Task Steps
• Planned Material
• Planned Returns 

Processing Example for Work Briefing

Example: A request has been created to check the HVAC system for the Fossil object located at 14 North Parade, Green Park, Bath, Somerset, BA2 4AJ, GB. The service level agreement (SLA) requires a response within 4 hours on the same day. The task includes two steps: inspection and installation. A service note is included. The required parts for this request are 10 Carburetor Triggers and 1 non-serial mobile part, while the planned returns after service include 5 Carburetor Triggers and M-serial parts. This request is covered under warranty and does not involve any contract.

Example Briefing generated by the LLM: This task involves checking the HVAC system for the Fossil object located at 14 North Parade, Green Park, Bath, Somerset BA2 4AJ, GB. The request is tied to a same-day SLA requiring completion within 4 hours. The task steps include both inspection and installation. A related service note is included to provide further context. The equipment is under warranty but not covered by any active service contract. You will need 10 Carburetor Triggers and 1 Non-serial Mobile Part to perform the task. Once the job is complete, return 5 Carburetor Triggers, which are M-serial parts. Make sure all required parts are available before heading out.

Regenerate the summary

If you think something in the summary might be outdated like a change in task details, location, or material status. you can quickly Regenerate the Work Briefing. This pulls in the latest available data, so you’re always working with the most current information.

Prerequisites

To ensure accurate and functional predictions, the following data and system conditions must be in place:

• Service Basic Data
• Request Work Task (Except Cancel status)

Benefits

Using Work Briefing Summary, you can:

• Save time by viewing all critical job details in one place
• Start work faster with quick access to equipment info and task scope
• Avoid delays by confirming material availability and task coverage
• Make informed decisions with insights from past service events
• Focus on the job instead of sorting through scattered notes
• Deliver a smoother service experience with fewer disruptions
• Regenerate the summary if needed.