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-
- Filter based on status
- All Active Recommendations
- CA Review
- Complete
- Draft
- New
- 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-Location
- Alerts
- Asset
- Closed Date
- Closed By
Select an entry to open an archived recommendation.
When a line of a CA REVIEW or COMPLETE is selected the Summary will show:
- Title
- Description
- Resolution Notes
- Collaboration


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