Data Sources Overview

Welcome to Data Sources—the central document repository inside SoterAI that brings your company’s real‑world knowledge to life. Here, you supply the foundational content that fuels both workflows and AI intelligence layers like Risk Intelligence, ensuring every recommendation is grounded in how your operations actually work.

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Internal Data Sources

Your own operational data defines the context for SoterAI’s analyses and risk insights:

• Policies & Procedures: Safety handbooks, operating procedures, inspection checklists

• Incident & Inspection Reports: Upload CSV or Excel files containing incident records, near‑miss logs, audit findings, and corrective‑action histories. SoterAI ingests this structured data to populate your risk register and power trend analyses.

• Training Materials: Slide decks, e‑learning modules, standard operating procedures

These inputs become the factual basis for hazard identification, control recommendations, risk‑scoring, and dashboard visualizations in your AI layers.

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External Data Sources

Industry references and regulatory texts give SoterAI a complete compliance framework:

• Regulations & Standards: OSHA, ISO 45001, CCOHS guidelines, regional compliance codes

• Third‑Party Publications: Vendor safety bulletins, best‑practice whitepapers, technical manuals

By incorporating these, the AI can cross‑reference your internal rules against the latest external requirements when generating reports or checklists.

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Powering AI Intelligence Layers

Your Data Sources library automatically feeds AI intelligence layers such as Risk Intelligence:

• Real Hazard & Control Data: Extracted controls and incident details flow into your risk register for scoring and dashboards.

• Contextual Insights: Chat queries and workflows draw examples directly from your source content—eliminating generic assumptions.

• Continuous Learning: Each new document or dataset refines the AI’s understanding of your organization’s risk profile, improving accuracy over time.

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Organizing & Tagging Best Practices

To keep your repository efficient and searchable:

• Separate “Internal” & “External” Folders: Maintain clarity between proprietary documents and industry references.

• Apply Consistent Tags: Use labels like “Site A,” “Fire Safety,” or “ISO 45001” for precise filtering in chat and workflows.

• Connect & Sync: Link cloud folders (SharePoint, S3, OneDrive) for automatic updates, ensuring the AI always has the latest versions.

• Archive Outdated Content: Periodically retire obsolete files so your AI layers remain current and reliable.

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For detailed steps on uploading, managing, and maintaining your documents, see the Uploading & Managing Documents article. With your Data Sources properly organized, SoterAI will deliver smarter workflows, stronger compliance, and AI that truly understands how your business works.

• Archive Outdated Content: Periodically retire obsolete files so your AI layers remain current and reliable.

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For detailed steps on uploading, managing, and maintaining your documents, see the Uploading & Managing Documents article. With your Data Sources properly organized, SoterAI will deliver smarter workflows, stronger compliance, and AI that truly understands how your business works.