---
sourceDocument: Australia Operational Technology Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/operational-technology

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Operational Technology Management

ft:clusterId :

    - optm

bundleId :

    - optm

workflow :

    - Technology


---

# Set up AI Enhanced Recommended Actions for Operational Technology Service Management (OTSM)

# Set up AI Enhanced Recommended Actions for Operational Technology Service Management (OTSM) {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Set up AI Enhanced Recommended Actions for Operational Technology Service Management (OTSM) so that you can contextualize external sources related to an Operational Technology (OT) incident.

## Before you begin

Ensure you have Recommended Actions for OTSM installed and configured. For more information, see [Set up Recommended Actions for OTSM](https://servicenow-prod.fluidtopics.net/qOs2BxDdGX9ZfDnQ_~UyAA "Set up recommended actions to display relevant recommendations in the Industrial Workspace.").

Role required: admin

## Procedure

1. [Create a Microsoft SharePoint Online external content connector](https://www.servicenow.com/docs/access?context=create-ext-cont-connector-mspo&version=australia&pubname=australia-platform-administration&ft:locale=en-US).
2. [Configure crawl settings for a Microsoft SharePoint Online external content connector](https://www.servicenow.com/docs/access?context=configure-crawl-settings-spo-ext-cont-connector&version=australia&pubname=australia-platform-administration&ft:locale=en-US).
3. Set up the search source.  
   1. Navigate to AllAI SearchSearch ExperienceSearch Profiles.
   2. Find and select the \[RA-OTSM AI\] Search Profile record
   3. In the search profile record, select the Search Sources tab.
   4. Select Create and link.
   5. In the Indexed source field, select SharePoint Online.

      For more information about the additional form fields, see [Search Source form](https://www.servicenow.com/docs/access?context=search-source-form-ais&version=australia&pubname=australia-platform-administration&ft:locale=en-US).
   6. Select Submit.
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4. If needed, add or remove the OT incident record fields that are later used to produce search results.  
   Note:  
   If you edit the fields later, the search process restarts so you can view the updated search results.
   1. Navigate to AllRecommended ActionsContext.
   2. Select the OT incident context record.
   3. In the context record, select the Rules tab.
   4. Select the OT incident being active rule.
   5. In the rule record next to Fields affecting this rule, select the Unlock fields affecting this rule ![]() icon.
   6. Using the Add item and Remove item icons, add or remove fields as needed.
   7. Select Save.
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{#set-up-ai-enhanced-ra-otsm__steps_fby_klj_4nb}

## What to do next

After you set up AI Enhanced Recommended Actions for OTSM, you can use the feature in the Industrial Workspace. For more information see, [Using AI Enhanced Recommended Actions for Operational Technology Service Management (OTSM)](https://servicenow-prod.fluidtopics.net/Nr_tTDF9PxN2kLchO2bXVg "After you configure AI Enhanced Recommended Actions for Operational Technology Service Management (OTSM), you can use the feature to contextualize external sources related to an Operational Technology (OT) incident.").

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