R360 MHM

3.23 Understanding Recommendations in the MHM dashboard

Updated on

To perform actions on this page you must have one of the following roles assigned with Default User:

  • CME Role
  • Manager
  • Technician
  • Default User (can ONLY add comments to recommendations)

1. To access the Recommendations Page, select "RECOMMENDATIONS" on the left-hand navigation menu.

2. On the recommendations "ACTIVE" tab users can do the following-

  1. Filter based on status
    • All Active Recommendations
    • CA Review
    • Complete
    • Draft
    • New
  2. Update the table columns based on the following attributes:
    • ID
    • Title
    • Status
    • Sub-Status
    • Sub-Location
    • Asset
    • Alerts
    • Created Date
    • Created By
    • Modified Date
    • Modified By

Select an entry to open the active recommendation.

3. On the recommendations "CLOSED" tab users can do the following:

Update the table columns based on the following attributes:

  • ID
  • Title
  • Status
  • Sub-Status
  • Sub-Location
  • Asset
  • Alerts
  • Created Date
  • Created By

Select an entry to open an archived recommendation.

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