Data Pipeline Admin Dashboard Portal - Industrial AI Assistant
- Last UpdatedJul 24, 2026
- 5 minute read
The Industrial AI Assistant page enables administrators to view document processing status and exclude specific document types from AI Assistant processing for an asset.
The AI Assistant is available on the asset details page and is visible only to users with Data Pipeline Administrator access for the selected asset.
The Industrial AI Assistant page is only available when all of the following conditions are fulfilled:
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The user has Data Pipeline Administrator access for the selected asset.
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The asset is a CONNECT V1 asset.
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Faceted Search is enabled for the asset.
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AI Assistant is enabled for the asset.
Note: Along with the Data Pipeline Admin role, you also need the appropriate Load Reporting roles (Load Reporting User, Data Pipeline User and AIM Configuration).
The page contains two tabs:
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Documents
-
Exclusions
Documents tab
The Documents tab displays the processing status of documents for the selected asset. Each document ingested into the AI Assistant is listed here, allowing administrators to monitor progress and identify any issues.
The page displays the following columns:
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File Name - The name of the document file.
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State - The current processing state of the document, displayed as a colour-coded status chip (see States below).
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Document ID - The unique identifier of the document in the source system.
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Last Updated - The date and time the document status was last updated (UTC).
A Refresh button is also available to reload the latest document statuses.
Filters
Select the Filter icon to expand the filter pane. The following filters are available:
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Filter Documents: Free text search to filter by file name.
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Date: A date range filter to narrow results by the Last Updated date.
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State: A multi-select dropdown list to filter by one or more processing states.
Date
You can also create a custom date range to narrow the results.
States
Documents are grouped into the following display states.
|
State |
Meaning |
|---|---|
|
Initiated |
The document has been submitted for AI processing. |
|
Processing |
The document is being extracted, embedded, or indexed. |
|
Completed |
The document has been successfully processed and is available in the AI Assistant. |
|
Completed With Warnings |
Processing completed but with non-critical issues. |
|
Failed |
Processing failed at one of the pipeline stages. |
Tooltips
Hover over the document state to view a message indicating its underlying status.
|
State |
Underlying Statuses |
|---|---|
|
Initiated |
Initiated |
|
Processing |
Extraction Processing, Embedding Processing, Indexing Processing, Extraction Completed, Embedding Completed |
|
Failed |
Extraction Failed, Embedding Failed, Indexing Failed |
|
Completed |
Completed |
|
Completed With Warnings |
File extracted successfully but contains no readable content |
Example for a Processing document:
Exclusions tab
The Exclusions tab allows administrators to manage the Document Type Exclusion List - a list of document types that must be excluded from AI Assistant processing.
Documents matching an excluded type are not ingested into the search index.
The table shows the following columns:
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Type: The document type value as it appears in the source data. This must be an exact match. On AIM this is also known as the Document Class.
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Status: The current state of the exclusion entry (see Statuses below).
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Action: Controls available for that entry.
Statuses
|
Status |
Meaning |
|
Currently Excluded |
This document type is actively excluded from AI processing. |
|
Pending Add |
A new document type has been entered but not yet saved. |
|
Pending Removal |
This entry has been marked for removal but changes have not yet been saved. |
|
Queued for Exclusion |
This document type has been saved and is queued to be excluded during the next processing cycle. |
|
Queued for Inclusion |
The removal has been saved and the document type is queued to be re-included during the next processing cycle. |
Adding a document ttype
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Select + Add Document Type to add a new row to the table.
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Enter the document type value exactly as it appears in the source data.
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If the value entered closely matches an existing document type, a "Did you mean...?" suggestion appears, select the suggestion to apply it.
The row displays a Pending add status until changes are saved.
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To discard a new row before saving, select Cancel on that row.
Removing a document type
For any existing entry with a Currently Excluded status, select Remove in the Action column to mark it for removal.
The status changes to Pending Removal. If you change your mind before saving, select Cancel on that row to restore it.
Cancel All
The Cancel All button discards all unsaved changes across the entire exclusions list, reverting it to its last saved state. This button is only active when there are unsaved changes.
Save Changes
Select Save Changes to persist all additions and removals. The button displays Save Changes * when there are unsaved changes to draw attention to pending edits. After the changes are saved, the updated exclusion list is submitted to the Data Pipeline for processing in the next ingestion cycle.
Note: Document type values must exactly match the value in the source date. Duplicate document types and empty entries are not permitted and are flagged with a validation warning before saving.